About the position
Responsibilities
• Create Floorplan and Commercial documentation using HotDocs for Dealer Services.
• Work with Credit Coordinators, Bankers, Underwriters, and Compliance to complete documentation requests.
• Perform documentation preparation and review for existing customers and new prospects.
• Review and analyze terms, conditions, and financial components in approval documentation.
• Identify potential problems and offer solutions during the loan closing process.
• Meet service level expectations and individual productivity goals.
• Monitor and prioritize work queues effectively.
• Adhere to published procedures and controls at all times.
• Conduct procedure and policy reviews and revisions as needed.
• Prepare materials and present group learning sessions to colleagues.
Requirements
• 1 year of experience in commercial loan documentation preparation.
• Knowledge of risk management, collateral perfection, compliance, and controls.
• Understanding of commercial loan terms and documents.
• Proficient in Outlook, Windows, and Microsoft Office applications.
• Detail-oriented and organized with the ability to prioritize workload effectively.
• Flexible and adaptable to changing priorities and team workload.
• Strong interpersonal skills and a pleasant, professional demeanor.
• Customer service focused with excellent communication skills.
Nice-to-haves
• Experience with Dealer Floorplan.
• Experience with HotDocs or similar commercial loan system.
