Documentation Specialist (Full Time) - Texas

Company: Prosperity Bank
Location: Victoria
Posted on: May 3, 2021

Job Description:

The Documentation Specialist could be for Real Estate secured loans, Commercial loans, Agriculture loans or Consumer non-RE loans. The Documentation Specialist will review loan documents for lien perfection, email communications as needed to lending staff and data input as per source document including tracking for recordings or updated documents as needed. The purpose of this position is to insure the Bank has a perfected lien for each loan transaction and to insure the data input is accurate for each loan transaction.

The essential function and duties are:

Verification signatures were obtained on all documents

Verification all pages are present for documentation

General knowledge of the type of documentation required for perfected lien

General knowledge of Texas Credit Code and Federal Regulations

Ability to balance loan transactions for each note

Make necessary general ledger entries and loan entries to enter data

Daily review of critical loan information after previous days' work

Make corrections of data input from previous data entry as determined by the System Review Group

Monitor the Loans-General email box and assist Banking Centers via telephone

Log negotiable collateral into safekeeping (for Victoria location only)

Answer incoming calls

Working knowledge of Microsoft products such as Excel, Outlook and Word

Have a positive, professional and courteous interaction with associates and customers, when necessary

Be able to manage multiple projects/duties with accuracy and minimal supervision

Display a positive team working attitude with associates in all departments

Utilize technology to solve root causes of issue and to eliminate manual processes

Gain good knowledge of compliance and regulation procedures

Complete duties by pre-established deadlines when necessary

Ensures that professional and cost effective business and trade professionals in a confident professional way

Ensures that the Bank's reputation is maintained both internally and externally

Ensures that work area is clean, secure, safe and well maintained

Qualifications:

Education/Certification: High School Diploma or equivalent

Experience required: Loan documentation experience of 2 to 5 years

Required Skills:

Excellent attention to detail

Good written and verbal communication skills

Regular attendance and the ability and willingness to work balanced hours

Agility in times of ambiguity, collaborative, team focused

Proactive communication upstream, side and downstream

Openly seeks to learn and grow

Seeks to understand the facts and concisely provides collaborative methods and solutions to benefit our customers, staff and Bank.

• A pre-employment credit check will be performed on all qualified applicants.*
• How to apply: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers and to find more job opportunities with our company. Please note by not applying through the Prosperity Bank Career Center website may cause a delay in the consideration of your application for this position. Please also note these instructions on how to apply do not apply to current Prosperity Bank employees.*

Monday - Friday 8:00 am to 5:00 pm

40 hours per week

Keywords: Prosperity Bank, Victoria , Documentation Specialist (Full Time) - Texas, Other , Victoria, Texas