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Document Administrator I

Westerville, Ohio

Job Description:

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to highly complex documentation as assigned by Market Leader or designee. Interfaces with company vendors legal counsel line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking, initial loan class documentation accuracy and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data timely delivery of documents, necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work.

Required Skills:

  • Clear and concise verbal and written communication skills.

  • Sound judgment, logical reasoning and exhibits a strong drive for results and success.

  • Efficient organizational skills, portfolio management, time management and attention to detail.

  • Must be able to multi-task in a fast paced environment

  • Proficient in Microsoft Office (Word, Excel, PowerPoint)

Desired Skills:

  • Small Business or Commercial Credit Experience Preferred

  • Understanding of Business and Personal Financial Statements

  • Can effectively collaborate/negotiate with business partners and assigned team to foster solid partnerships, teamwork, credibility, and trust.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client and to ensure lien perfection. Works on routine to highly complex documentation as assigned by Market Leader or designee. Interfaces with company vendors legal counsel line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking, initial loan class documentation accuracy and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data timely delivery of documents, necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work.

Required Skills:

  • Clear and concise verbal and written communication skills.

  • Sound judgment, logical reasoning and exhibits a strong drive for results and success.

  • Efficient organizational skills, portfolio management, time management and attention to detail.

  • Must be able to multi-task in a fast paced environment

  • Proficient in Microsoft Office (Word, Excel, PowerPoint)

Desired Skills:

  • Small Business or Commercial Credit Experience Preferred

  • Understanding of Business and Personal Financial Statements

  • Can effectively collaborate/negotiate with business partners and assigned team to foster solid partnerships, teamwork, credibility, and trust.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21042808

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Juan Escobar

Referral Bonus:

0

Street Address

Primary Location:
600 N Cleveland Ave, OH, Westerville, 43082