Loan Documentation & Post Closing Specialist I

Job description

Description John Marshall Bank is seeking a Loan Documentation/Post-Closing Specialist to join its Loan Administration team. This role is responsible for reviewing loan files after closing to ensure all documentation is complete and that each loan has been closed in accordance with the approved terms and internal policies. Additional responsibilities include conducting post-closing reviews, tracking and resolving document exceptions, maintaining accurate loan files, and supporting effective file management processes. The position also performs document imaging and scanning to ensure loan documentation is properly recorded, organized, and accessible in the bank’s systems. Requirements: - Review loan files, documentation, and system data for accuracy, completeness, and compliance with approval requirements, regulatory standards, and Bank policies. Enter and update deficiencies in the Bank’s exception tracking system. - Set up exception tracking for original loan documents, recorded documents, title insurance, financial reporting, covenant testing, vehicle titles, life insurance assignments, insurance certificates, UCC filings, and other tracking requirements. - Monitor life-of-loan t...