Document Prep Specialist - Florence, SC - First Reliance Bank

We are looking for a Doc Prep Specialist to join our Team!!

**This position can be filled in either the Florence or Charleston, SC Market! **

At First Reliance Bank, our Loan Administration Team is responsible for complex, specialized technical tasks, problem-solving, and troubleshooting to ensure a seamless closing. We pride ourselves in delivering a high level of accuracy in task completion, timely responses, and superior service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to handle their financial transactions with the utmost care and attention to detail.

Document Prep Specialist Duties and Responsibilities:

Doc Prep/Loan Closings:

• Document preparation for all real-estate loans including renewals and modification
• Preparing Early Disclosures within the defined regulatory time limits
• Review Closing Disclosures (CD) and Loan Estimates (LE) on TRID loans
• Monitor applications and closing dates to ensure all are documents are prepared on time
• Thoroughly understand loan documentation along with compliance and regulatory guidelines
• Schedule closings with attorneys and work with paralegals to make sure all items are complete
• Responsible for financial statement tracking/Updating
• Responsible for uploading loans to core (RE)
• Responsible for funding loans via cross-apps and assigning collateral tracking to each loan (All loans)
• Ordering evaluations through SiteTech
• Demonstrate proper application of compliance regulation
• Adhere to all internal and regulatory guidelines
• Identifying areas of weakness in our processes and research solutions
• Provide daily assistance to lenders with respect to the credit policy and lending tools
• Confirms loans that are eligible and pledged to FHLBank conform to their requirements and are coded appropriately
• QC of all RE and non-RE loans post-closing. Post-closing review of closed loans to make sure everything is accurate, and all docs received
• Complete all compliance-based training prior to deadlines
• Demonstrate collaborative leadership and cross-department communications and coordination
• Assist/train other team members as needed

Document Prep Specialist Requirements and Qualifications:

• High school degree
• 3-5 years of experience in financial service industry in operational role and/or
• Extensive knowledge of commercial and consumer real estate loan documentation and servicing requirements.
• Advanced knowledge of Jack Henry Xperience and LaserPro along with other software such as MS Outlook, Excel and Word.
• Good understanding of consumer and business lending activities including products and services.
• Understand and carry out assigned duties effectively with limited supervision.
• Ability to constructively and objectively handle stressful situations and individuals.
• Excellent communication, customer service, interpersonal skills.
• Knowledge of loan policy and procedures