Top Loan Documentation Specialist Skills

Below we've compiled a list of the most important skills for a Loan Documentation Specialist. We ranked the top skills based on the percentage of Loan Documentation Specialist resumes they appeared on. For example, 12.5% of Loan Documentation Specialist resumes contained Ensure Compliance as a skill. Let's find out what skills a Loan Documentation Specialist actually needs in order to be successful in the workplace.

The six most common skills found on Loan Documentation Specialist resumes in 2020. Read below to see the full list.

1. Ensure Compliance

high Demand
Here's how Ensure Compliance is used in Loan Documentation Specialist jobs:
  • Analyze and interpret mortgage loan documentation to ensure compliance and accuracy.
  • Analyzed insurance documentation to ensure compliance with lender and investor standards.
  • Inspected confidential data meeting government standards to ensure compliance.
  • Review applications to ensure compliance, policies and procedures are being followed and provide feedback to managers for all coaching opportunities.
  • Analyzed and made decisions on 150 plus complex loans a monthly to ensure compliance with Well Fargo and Federal Lending Guidelines.
  • Performed numerous loan documentation duties on complex loan package to ensure compliance with company policies and procedures for loan products.
  • Maintained constant contact with all parties and negotiated with underwriters to ensure compliance while keeping conditions down to a minimum.
  • Used all resources available to ensure compliance laws were adhered to prior to booking and funding of loans.
  • Identified risk management discrepancies by comparing documents in loan package to the credit memorandum write-up to ensure compliance.
  • Performed a variety of loan documentation duties on complex loan packages to ensure compliance with company policies.
  • Review and compare documentation to approval and entity papers to ensure compliance with Bank and Federal regulations.
  • Prepared commercial loan documentation packages to ensure compliance with bank and federal regulations including SBA loans.
  • Checked details of documentation for accuracy in fees charged to ensure compliance with loan guidelines.
  • Manage complex loan package to ensure compliance with Company policies and procedures for loan products.
  • Obtained missing information on the file prior to funding the loan to ensure compliance.
  • Review flood and complex applications for team members to ensure compliance with bank regulation.
  • Updated and calculated DTI, LTV, and other sensitive information to ensure compliance.
  • Followed company policy to ensure compliance with SAFE laws and protocols for issuing products.
  • Evaluated third party contracts to ensure compliance with Bank requirements prior to usage.
  • Research and resolve problems that may arise during loan review to ensure compliance.

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2. Loan Portfolio

high Demand
Here's how Loan Portfolio is used in Loan Documentation Specialist jobs:
  • Transitioned loan portfolio and documentation preparation to paperless system.
  • Coordinated with underwriters, lenders and loan managers to mange loan portfolios.
  • Monitor loan portfolio foraging issues and adhere to strict productionstandards.
  • Process advances and paydowns on loan portfolio.
  • Managed/Prepared nationwide manufactured mortgage loan portfolios for daily, weekly, monthly, quarterly and yearly reporting.
  • Completed special projects for senior management relative to daily reconciliation, loan portfolios and wire transfer monitoring.

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3. Loan Applications

high Demand
Here's how Loan Applications is used in Loan Documentation Specialist jobs:
  • Performed Quality Assurance tasks on other team member's loan applications and trained users on new regulations/procedures/system enhancements.
  • Established and maintained communications with external loan providers and mortgage attorneys regarding loan applications and associated documents.
  • Worked directly with underwriters, coordinating and examining information and the accuracy of loan applications and documents.
  • Contacted borrowers directly when necessary to confirm information and ensure accuracy of loan applications.
  • Processed mortgage loan applications according to established policies, procedures and applicable legal/regulatory guidelines.
  • Reviewed loan applications and attorney documents entered in the system for accuracy.
  • Process Re-Finance loan applications on home mortgages by collection of necessary documentation.
  • Analyze loan applications to determine proper documentation necessary for underwriting clearance.
  • Verified and examined information and accuracy of loan applications and closing.
  • Identify potentially fraudulent loan applications and escalate issues to management.
  • Entered loan applications accurately and efficiently for underwriter decisions.
  • Enter consumer loan applications into loan operating system.
  • Complete initial underwriting for new mortgage loan applications.
  • Managed and transferred loan applications of customers into database
  • Estimated liabilities and assets on borrower loan applications.
  • Process loan applications to ensure regulatory compliance.
  • Completed the initial underwriting on loan applications.
  • Contacted customers regarding status of loan applications.
  • Analyze loan applications and property information.
  • Reviewed the loan documents, analyze the loan applications received and ensured all the verification processes have been carried out effectively.

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4. Customer Service

high Demand
Here's how Customer Service is used in Loan Documentation Specialist jobs:
  • Confirmed insurance certificate is valid, required coverage included on our file system by contacting insurance company customer service.
  • Provided quality customer service to all customers assisting with questions or concerns during their mortgage loan origination process.
  • Performed credit capacity analysis, income calculation, and fiscal solvency, while offering noted customer service management.
  • Provided excellent customer service verbally and written to external and internal customers throughout the entire mortgage process.
  • Requested and gathered all required documentation while ensuring a high level of customer service was consistently provided.
  • Communicated with sales department and fulfillment for extensive research when attempting to resolve customer service related issues.
  • Document verification and Fulfillment Quality Assurance and Team Coaching Data Base Management Customer Service and Problem Resolution
  • Deescalated customer issues with above satisfactory results to ensure high levels of customer service were maintained.
  • Maintained a high level of customer service through proactive communication with borrowers and excellent pipeline management.
  • Demonstrated excellent customer service skills and handled confidential material in a professional, ethical manner.
  • Provided exceptional customer service to internal and external customers via phone on loan application status.
  • Ordered and gathered all required documents for Refinance while maintaining extremely high customer service.
  • Facilitated credit card merchant services and provided customer service for all commercial customers.
  • Provided superior customer service to internal and external customers on a daily basis.
  • Provide excellent customer service to all clients while maintaining excellent quality and proficiency.
  • Exhibited high level of customer service while processing loan documentation for all income levels
  • Maintained excellent customer service by effectively communicating with both external and internal customers.
  • Provided superior customer service to external vendors to accommodate successful loan closings.
  • Communicated regularly with borrowers on their refinances and ensured excellent customer service.
  • Coordinated and resolved issues with quality customer service both internally and externally.

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5. Title Companies

high Demand
Here's how Title Companies is used in Loan Documentation Specialist jobs:
  • Worked with insurance agents, title companies and other financial institutions in obtaining required information.
  • Coordinated with underwriting department, appraisal and title companies, ensuring timely processing.
  • Communicated effectively and efficiently with title companies and co-workers.
  • Research escalated issues on foreclosed and bankruptcy properties that needs loan resolution on mortgages with the attorney's and title companies.
  • Coordinated with buyers, sellers, attorneys, title companies, escrow agents and real estate agents to complete loan submissions.
  • Collaborated with insurance agents, title companies, attorneys, and many others to help meet the needs of the underwriter.
  • Pursued missing documents by way of title companies, attorneys and county courthouses to complete loan file for sale to investor.
  • Interacted with associates, outside legal counsel, title companies and insurance companies to address outstanding issues and correct deficiencies.
  • MORTGAGE LOAN CLOSER Prepared FHA, VA, MFA and Conventional loan documents for closing and emailed to title companies.
  • Maintained a high level of customer service through communication with borrowers, title companies, brokers, and account executives.
  • Resolve complex issues with title companies and fulfillment sites regarding manufactured home titling issues and manufactured home process flow.
  • Provide strong customer service skills while acting as a liaison between Lenders, Title Companies, and Loan Officers.
  • Worked with brokers and title companies in order to prepare, review, process and close mortgage loans.
  • Work w/ lenders, attorneys and title companies to facilitate loan processing, funding and to clear exceptions.
  • Assisted title companies and loan originators; dealt with problems that might arise before or during the closing.
  • Interfaced with loan officers, title companies, and appraisers to provide an efficient and smooth loan process.
  • Scheduled closings, generated all closing documents and worked with title companies to ensure all documents were accurate.
  • Communicate with credit bureaus, insurance agencies, title companies and more, on behalf of the customer.
  • Reviewed HUD-1 Settlement Statements for accuracy and worked with title companies to correct any discrepancies prior to closings.
  • Acted as an intermediary between branch offices customers and title companies in explaining and resolving complex title issues.

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6. Underwriting Guidelines

high Demand
Here's how Underwriting Guidelines is used in Loan Documentation Specialist jobs:
  • Maintained constant awareness of state and federal underwriting guidelines to ensure compliance.
  • Calculated qualifying income and verified debt to income ratios met underwriting guidelines.
  • Review policies and procedures to verify underwriting guidelines.
  • Adhere to underwriting guidelines and specifications.
  • Answer incoming calls, emails, and correspondence from customers and agents regarding loan status, and underwriting guidelines.
  • Partner with Banker and sales department to ensure underwriting guidelines are met on Direct Auto Application.
  • Submitted loan file to underwriting for review; ensuring all compliance and underwriting guidelines are met.
  • Ensured compliance with company polices, lending requirements, and underwriting guidelines.
  • Continued Education on compliance regulations, best industry practices, underwriting guidelines, and state and federal regulations.

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7. FHA

high Demand
Here's how FHA is used in Loan Documentation Specialist jobs:
  • Obtained underwriting authority for conventional and FHA loans while processing, Credit & Appraisal Review in addition to fully processing loans.
  • Reviewed conventional, FHA, and VA loan documents to ensure mortgage transactions follow WF funding seller guidelines and investor requirements.
  • Process refinance transactions, including Conventional, VA, and FHA loans, and submit loan packages to Underwriting for approval.
  • Audited and examined conventional and FHA loan documents prior to funding to ensure 100% accuracy, credit and regulatory compliance.
  • Prepared closing packages for VA, FHA and Conventional loans working closely with Closing Agents, Brokers and Account Executives.
  • Process all loans as required by Lender: VA, FHA, VA streamline, FHA streamlines and Conventional loans.
  • Use of underwriting authority in processing and underwriting of conventional mortgage loans and processing of FHA and VA mortgage transactions.
  • Worked with Direct Express, FHA and VA loans in broker's initial submission process for refinance and purchase loans.
  • Receive mortgage applications for Wells Fargo employees and guide applicants through the FHA and VA Government home loan process.
  • Analyzed various FHA/VA conditions for compliance satisfaction, work with underwriting, post-closing and external clients to get resolution.
  • Reviewed closing packages and performed the post closings functions of VA, FHA, wholesale and retail residential loans.
  • Mail notices to borrowers to inform them of property being in Special Flood Hazard Area (SFHA).
  • Coordinate FHA Case Numbers and CAIVRS through FHA Connection as well as Clear Customers from LDP and GSA.
  • Review documents for FHA, VA and Conventional loans for new purchase as well as refinanced loans.
  • Processed, closed and funded HARP, FHA and conventional loans consisting of both purchases and refinances.
  • Reviewed and assigns FHA and conventional loans to teams of processors and underwriters based upon mortgage needs.
  • Processed conventional, FHA, Bond, Refinance, and Purchase mortgage loans from start to finish.
  • Printed the Mortgage Insurance Certificate (MIC) from FHA Connection for all FHA loans sold.
  • Gathered and reviewed borrowers' documentation necessary to close conventional, VA and FHA loan programs.
  • Processed Conventional, FHA and VA Mortgage files on Refinances, Purchases and Interim Construction loans.

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8. Real Estate

high Demand
Here's how Real Estate is used in Loan Documentation Specialist jobs:
  • Reviewed commercial and real estate loans documentation for conformity to Credit Policy, legality of liens and compliance with Federal regulations.
  • Worked directly with underwriters and credit managers to gather all documentation necessary to process both real estate and auto loan applications.
  • Researched, analyzed and validated loan documentation, accounts using variety of real estate databases.
  • Worked closely with third party clients in obtaining specialized real estate supporting documentation.
  • Created accurate loan documentation for both residential and commercial real estate transactions.
  • Prepared consumer real estate and securities-secured loan documentation for high net-worth clients.
  • Completed monthly real estate tax reconciliation and file retention management.
  • Documented non-real estate commercial loans in LaserPro.
  • Interpreted polices and analyzed real estate documentation.
  • Input collateral documents to collateral tracking system and ongoing monitoring of Real Estate recordings, UCC filings, and insurance policies.
  • Experience in working with real estate documents, data entry, effective email and phone communication skills were used with branches.
  • Perform and review required searches (i.e., good standing, flood determination, real estate title, etc.)
  • Review and balance HUD 1 settlement statement for final signature from customers insuring compliance with Real Estate Settlement Procedures ACT.
  • Provide loan servicing support for Commercial Banking: CMG, Real Estate, Agricultural, Construction, UCC, etc.
  • Audited loan files for accuracy and provided that all applicable paperwork was completed to ensure closing of real estate transactions.
  • Provided training to new hires in compliance enforcement and procedures, policy updates, technology and real estate processes.
  • Break down and filing of Real Estate loan folder after close, sending Mortgage to county to be recorded.
  • Authorized check signer: responsible for funding auto and real estate loans, and accounts payable in the office.
  • Reviewed Corporate, Commercial and Real Estate Loans for accuracy and completeness in accordance with group/bank policies and procedures.
  • Handled a high customer workload and complex transactions such as a combined real estate and non-real estate loan.

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9. Company Policies

high Demand
Here's how Company Policies is used in Loan Documentation Specialist jobs:
  • Supported origination of residential mortgages through execution of complex loan documents, while maintaining compliance with company policies.
  • Received approved loans from underwriter and processed in accordance with company policies and federal guidelines.
  • Review documentation and detail analysis to insure company policies are met.
  • Ensured documents received and actions comply within company policies and procedures.
  • Ensured compliance with any applicable regulations and company policies.
  • Protected customer information by following government and company policies.
  • Analyze Home Mortgage Disclosure Act data by auditing complex loan packages to ensure company policies are compliant with federal regulations.
  • Collaborated with loan officers and loan processors acting as SME on HVCC appraisal processes, regulations, and company policies.
  • Prepared loan documents for loan packages and insured compliance with company policies and procedures.
  • Closed about 75 - 80 loans a month by complying company policies and procedures.
  • Originate consumer and commercial loans, adhering to Federal guidelines and company policies.
  • Maintained compliance regulations to ensure Company policies, procedures and regulations were met.
  • Comply with company policies and procedures for loan processing.
  • Collaborated with underwriters, bankers and customers to ensure all documentation needed is obtained and conforms to company policies and procedures.
  • Ordered preliminary title, appraisal and flood certificates Canceled and withdrew non-funded files following company policies and procedures.
  • Review loan documentations to ensure company policies and government regulations are met .

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10. Data Entry

high Demand
Here's how Data Entry is used in Loan Documentation Specialist jobs:
  • Processed loans by completing supporting documents and data entry when required and managed a high-volume workload within a deadline-driven environment
  • Utilized proprietary systems in data entry and analyzing incoming data and reports.
  • Supported home mortgage consultants with data entry for consumer loans, maintaining loan activities, and client follow ups.
  • Performed data entry functions, assisted with reviewing and monitoring all aspects of loan processing functions for quality control.
  • Completed data entry processing loan payments, boarded Promissory Notes to the U.S. Bank database and documented loans.
  • Perform precise and accurate data entry to maintain accurate client files and loan documents.
  • Account reconciliation, reviewed documents to support funding, as well as data entry.
  • Oversee data entry and reprinting involved with all corrections of loan documents.
  • Prepared, sorted, and compiled documents for data entry.
  • Prepared and reviewed commercial loan packages prior to data entry.
  • Verified documentation within the file for data entry completion.
  • Perform data entry duties and audit promissory notes.
  • Performed daily data entry on excel spreadsheet.
  • Reviewed data entry to ensure keying accuracy.
  • Performed all aspects of data entry.
  • Evaluate mortgage loans for approval Data Entry
  • Completed all data entry needed for document preparation Prepared loan/title documents Resolved problems/challenges with document origination requests.
  • Verified all information submitted Data entry Knowledge of reading appraisals and insurance documents.
  • Review and Code PNC loans Accurate data entry of consumer loans into PNC data system Providing a neat and clean workplace
  • Position included data entry and compliance auditing in several systems as well as software QC testing.

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11. Credit Reports

high Demand
Here's how Credit Reports is used in Loan Documentation Specialist jobs:
  • Analyzed investors guidelines, borrowers credit reports, calculated & validated income and assets, reviewed appraisals for collateral.
  • Reviewed applications provided by mortgagors for completeness; obtained credit reports and arranged for document recording in imaging system.
  • Obtained and analyzed both consumer and commercial credit reports, engaged appraisers & property inspectors for construction loan disbursements.
  • Verified borrower stated debt against credit reports calculated income for salaried, self-employed, and commissioned borrowers.
  • Reviewed financial statements, credit reports and established files for existing home-owners during refinance process.
  • Reviewed credit reports, financial documentation, appraisals, environmental reports and surveys.
  • Analyzed credit reports, appraisals and validated accuracy of documents received.
  • Receive customer applications order credit reports and process adverse actions/disclosures.
  • Experience in verification of loan documentation and credit reports.
  • Reviewed customers credit reports for special approvals.
  • Worked with demand deposit accounts, credit reports, interest/principal payments, credit line advances, cash reconciliation and loan payoffs.
  • Reviewed Loan Applications, Insurance Policies, Titles, Home Appraisals, Underwriting Policies, Credit Reports -Member of Anti-Steering Disclosure team
  • Reviewed debt-to-income ratio, payment-to-income ratio, credit reports, applications, etc., to ensure loans met standards for sale.
  • Review and verify borrowers' credit reports, title searches, appraisals, flood determinations and insurance policy information.
  • Ordered Flood certs, Title, Appraisals, Credit reports, Payoffs and all other required documents.
  • Process documents (virtual and hard copy), review credit reports, comply with RESPA guidelines
  • Reviewed and ordered title work, credit reports and other legal documents needed to clear title.
  • Pull credit reports from the system, copy, and forward onto staff and management.
  • Analyzed financial statements, credit reports and applicable ratios to determine debt to income ratio.
  • Analyzed credit reports for discrepancies and inquiries that may alter debt to income ratio.

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12. High Volume

high Demand
Here's how High Volume is used in Loan Documentation Specialist jobs:
  • Performed high volume sensitive task needing limited supervision.
  • Perform high volume, time sensitive related tasks related to loan documentation process with a high degree of accuracy and control.
  • Respond to a high volume of requests from relationship managers, closing agents and customers on a daily basis.
  • Help manage and coach a team of 10-15 processors in a fast paced, high volume environment.
  • Helped out in the Fax department receiving high volume faxes and distribute them to appropriate departments.
  • Prepared and organized a high volume of loan contracts submitted from Central Underwriting and Bank branches.
  • Trained new employee's, managed high volume email, monitored heavy phones and calendaring.
  • Managed a high volume workload that's deadline driven while meeting deadlines and exceeding goals.
  • Ensured that tight deadlines were met, all while working in a high volume production.
  • Prioritize and complete multiple tasks within a high volume environment while meeting stringent deadlines.
  • Maintain a high volume while sustaining solid proficiency for processing various loan products.
  • Provided administrative support to home mortgage consultants in high volume sales office.
  • Adapted to high volume fast-paced, highly stressed, ever changing environment.
  • Manage high volume pipeline of Conventional refinance and HARP mortgage loans.
  • Manage a high volume of accounts in a fast paced environment.
  • Handled confidential client data and accurately processed high volume of loans.
  • Supported disbursement team to meet objectives during periods of high volume.
  • Manage high volumes of appraisals and upload to Lift Imaging System.
  • Prepare refinance closing instructions and documents for high volume lender accounts.
  • Answer high volumes inbound calls with superior telephone etiquette.

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13. Hud-1

high Demand
Here's how Hud-1 is used in Loan Documentation Specialist jobs:
  • Performed as a liaison between the team and the Hud-1 team about closing issues and provided title review for the team
  • Processed fees and prepared documents for closing; went over HUD-1 with clients for cash to/from close during signing.
  • Review and approve the final HUD-1 and reconcile 3rd party fees with Wells Fargo's loan origination system.
  • Review HUD-1 settlement statement to ensure compliance with all applicable regulations, internal guidelines and disclosure statements.
  • Assist in finalizing HUD-1 statements, send funding documents and wires and provide funding authorization.
  • Prepare, finalize and approve HUD-1, prepare and send closing package and wires funds.
  • Reviewed final HUD-1, appraisal, and final inspections for approval and release of funds.
  • Reviewed 2010 HUD-1 and GFE to confirm accuracy against the disclosed fees.
  • Disclosed Good Faith Estimates and confirmed fees from HUD-1 Settlement Statement.
  • Implemented the necessary corrections to HUD-1 and recorded loan documents.
  • Review and approve preliminary HUD-1 for disbursement.
  • Reviewed, approved and balanced HUD-1's.
  • Review HUD-1 documents for refinance, cash out, rate term and HARP loans for Conventional, VA and FHA loans.
  • Review HUD-1 statements Perform miscellaneous tasks as defined by Management Doc Drawing
  • Gathered necessary documentation to clear approval and closing conditions * Prepared loan documents including subordinations * Reviewed HUD-1 statements and funded loans

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14. Equity

high Demand
Here's how Equity is used in Loan Documentation Specialist jobs:
  • Research and audit moderately complex home equity loan documents for accuracy and consistency using various resources for filing at county office.
  • Provide quality service in a high production based environment processing documents for home equity retention and liquidation programs.
  • Reviewed existing home equity accounts and worked with customers and management team to restructure/restrict and or reduce accounts.
  • Audited vehicle and home equity loan documentation for accuracy; prepared documentation for scanning process.
  • Processed and closed Home Equity loans secured by primary and secondary property collateral.
  • Audited closed equity loans to ensure required closing documents are completed.
  • Provided support to underwriting and management teams by ensuring the timely, judicious, and accurate processing of home equity applications.
  • Prepare closing documents for SBA loans, commercial real estate, home equity residential real estate, and vehicle loans.
  • Transferred the data into proprietary software for the AG Settlement Home Equity Fulfillment Department which processed the mortgage refinancing applications.
  • Review Final Closing Documents for Home Equity Lines of Credit and identify any errors and arrange necessary corrections.
  • Determined qualifications/underwrite Home Equity Lines of Credit, prepare Loan Approval and present to committee for approval.
  • Processed lines of credit and loans for clients looking to utilize the equity in houses they owned.
  • Worked with Fannie Mae real estate loans, home equity lines of credit, and conventional loans.
  • Research and reporting on all modifications sent to the customers in the Home Equity department.
  • Processed Revolving Lines of Credit and Home Equity Loans for approximately fifty loan officers.
  • Managed consumer loans for residential mortgages, home equity loans, and car loans.
  • Established policies and procedures for various new specialty projects within the Home Equity Department.
  • Communicate clearly with customers and bankers to guide them through the home equity process.
  • Reviewed title, trust and power of attorney documents for Home Equity transactions.
  • Perform final audit of critical documents required to complete a Home Equity transaction.

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15. Customer Loyalty

average Demand
Here's how Customer Loyalty is used in Loan Documentation Specialist jobs:
  • Recognized as top producer for customer loyalty in regional site
  • Assist Supervisor with team management - including effective coaching to ensure departmental performance goals are reached and we maintain customer loyalty.
  • Surpassed company customer loyalty standard of 75% (attaining 78%) exceeding client expectations for closings.
  • Maintained 90% and above in Wells Fargo's top pillars, which were customer loyalty and quality.
  • Achieved and exceeded site goals set in the areas of quality, production, and customer loyalty.
  • Achieved one touch closing awards from underwriter, and customer loyalty awards for excelling at job requirements.
  • Recognized by Wells Fargo Home Mortgage numerous times for meeting and exceeding production and customer loyalty goals.
  • Tracked the teams funding report and exceeded monthly goals in funding units and customer loyalty.
  • Leveraged different departments and off-site team during high-volume periods to help drive customer loyalty.
  • Awarded customer loyalty achievement twice in 2012, and 5 times in 2013.
  • Strive and exceed goals for customer loyalty, quality, and production.
  • Maintained customer loyalty and production standards to meet or exceed company goals.
  • Earned recognition as top performer in the site for customer loyalty.
  • Ranked Top 10 out of 300 processors in customer loyalty.
  • Recognized for quality and customer loyalty for 2013 2nd quarter.
  • Top 8 in customer loyalty and processor satisfaction.
  • Scored consistently above 60% in customer loyalty.
  • Received high Customer Loyalty scores from surveys.
  • Recognized for achieving high customer loyalty scores.
  • Specialized in high value loans in corporate relocation and private mortgage banking departments where customer loyalty is paramount.

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16. UCC

average Demand
Here's how UCC is used in Loan Documentation Specialist jobs:
  • Comply with Regulatory Rules and Regulations as evidenced by successful completion all required training and successful performance reviews.
  • Valued trainer recognized for mentoring junior banking professionals and contributing to highly successful lending teams.
  • Verify accuracy of data and professionally organize loan package for successfully sale to investors.
  • Interpreted SBA Authorizations and completed UCC forms requesting information to verify or ascertain collateral.
  • Offered further support for overall financial success by referring customers to appropriate services.
  • Maintain successful working relationships through timely communication towards resolving of key issues
  • Developed and implemented successful client relationship system.
  • Prepared continuations for UCC-1 financing statements.
  • Prepare any necessary collateral release documentation such as deed / partial deed of release, UCC release, title lien releases.
  • Notarized the successful completion of over 1500 mortgage loan transactions including new loan, refinances, and lines of credit.
  • Based on my success in this position, opportunity was offered to move up to position of Mortgage Loan Officer.
  • Handle UCC search, filing & termination, insurance, dealer draft, auto title work and paid loans.
  • Review signed documents and send out Deeds or UCC for recording, preparation of Boarding Instructions to Note Dept.
  • Ordered and reviewed insurance certificates (Hazard and Personal Property), flood searches, UCC searches and filings.
  • Provided back up support for Loan Operations Manager Successfully processed complex loan packages to ensure compliance with company policies.
  • Analyzed all approval documents for Income Assets, Appraisals, Title Review & Insurance Documentation for successful closings.
  • Filed UCC documents with the US as well as handled all lien filings on motor vehicle titles.
  • Review and verify terms and conditions of loans, appraisals, flood determinations, and UCC filings.
  • Worked on UCC, Department of Motor Vehicle and other related title lien perfection & release processes.
  • Handle paid loans and send satisfactions for mortgages and terminate UCC's as requested by loan officer.

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17. Necessary Documents

average Demand
Here's how Necessary Documents is used in Loan Documentation Specialist jobs:
  • Helped applicants gather the necessary documents for approval.
  • Ordered appraisals, credit bureau reports and other necessary documents to help in the credit making decision.
  • Verified loan files for approval and necessary documents required to close business and SBA loans.
  • Order the necessary documents and follow-up with vendors/third parties to obtain in timely manner.
  • Assisted the branches and obtained necessary documents for the loan to close.
  • Gather all necessary documents requested by Underwriters from the customers for approval.
  • Provide customer, with necessary documents to move their loans to closing.
  • Order necessary documents and follow up with vendors and third parties.
  • Funded loans after closing, recorded necessary documents and/or UCC filings.
  • Obtained necessary documents to complete mortgage loans.
  • Obtained all necessary documents required to prepare loans for closing such as 4506-T audits, employment verifications and credit history.
  • Collect all necessary documents to process the loan Mail disclosures and commitments to customer.
  • Ordered necessary documents and followed up with vendors/third parties in a timely manner.
  • Used Hotdocs and Loan Processor for processing necessary documents.

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18. Comprehensive Knowledge

average Demand
Here's how Comprehensive Knowledge is used in Loan Documentation Specialist jobs:
  • Perform loan documentation duties of moderately complex loans using comprehensive knowledge of policies and procedures.
  • Spearheaded and controlled a variety intellectual capital with comprehensive knowledge of loan procedures.
  • Analyze and verify a variety of documents by using comprehensive knowledge of policies, procedures, and compliance to close loans.
  • Process FHA, VA, and conventional loans use comprehensive knowledge of policies and procedures for loan product.
  • Utilized comprehensive knowledge of loan policies and procedures to perform a variety of loan documentations on complex loans.
  • Applied comprehensive knowledge of FHA, VA, and conventional loan credit policies and procedures.
  • Used comprehensive knowledge-base of credit and finance to insure all borrowers to be credit-worthy.
  • Use comprehensive knowledge of policies and procedures that change within the working industry.
  • Analyzed home mortgage loans using a comprehensive knowledge of policies and procedures.
  • Maintain comprehensive knowledge of policies and procedures for loan products.
  • Processed a variety of loan documents on moderately complex loans, using Comprehensive knowledge of policies and procedures for loan products.
  • Applied comprehensive knowledge of policies and procedures when performing verifications for loans.

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19. Financial Statements

average Demand
Here's how Financial Statements is used in Loan Documentation Specialist jobs:
  • Contacted customers for updated insurance information as well as income taxes and financial statements.
  • Reviewed borrower financial statements for accuracy & completeness.
  • Processed a variety of loan documents related to the processing of loan documentation such as deeds of trust and financial statements.
  • Updated files by obtaining annual and interim financial statements, renewed insurance policies and UCC amendments, continuations and terminations.
  • Interpret financial reporting requirement and build ticklers in ETRAC to monitor receipt of all financial statements submitted by customers.
  • Perform quarterly and year-end analysis of companies from Annual Tax Returns and Business Financial Statements as requested and needed.
  • Review Financial Statements to ensure loan spreads would meet guidelines set by First National Bank Board of Directors.
  • Review and process renewal of insurance policies, financial statements and loan modifications on a daily basis.
  • Prepared financial statements as per Companies Act and provided consultancy to client in preparing their taxes.
  • Processed UCC 1 & 3 Financial Statements for recording online with iLien with all states.
  • Request and reviewed financial statements and tax verifications Set up Portfolio Servicing files Ordered and prepared files for UCC-1 Filings.

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20. Bank Products

average Demand
Here's how Bank Products is used in Loan Documentation Specialist jobs:
  • Identified opportunities for cross-selling of valued-added bank products and services.
  • Prepared and delivered presentations on bank products and various educational topics for training purposes to bank employees.
  • Recognized and met customer needs by proactively selling and cross-selling appropriate Bank Products.
  • Increased sales by 15% by cross selling bank products to new/existing members.
  • Develop marketing strategies to generate interest in bank products at the branch level.
  • Explained, advised, and promoted bank products and services to customers.

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21. External Customers

average Demand
Here's how External Customers is used in Loan Documentation Specialist jobs:
  • Received several departmental awards and recognition for outstanding production service level to both internal and external customers.
  • Communicated with internal and external customers to obtain supporting collateral documentation for each loan.
  • Communicate professionally with external customers and vendors including legal to facilitate the loan closings.
  • Provided necessary support to internal and external customers by answering phones and emails.
  • Answer incoming calls to verify requested information from internal and external customers.
  • Monitored and responded to internal and external customers inquiries via phone/e-mail.
  • Maintained a cooperative and professional manner with internal and external customers.
  • Aided internal and external customers regarding loan documentation and processing.
  • Provide proactive communication with internal and external customers.
  • Request additional documentation from internal or external customers.
  • Acted as a liaison between a variety of internal and external customers to provide, obtain, and validate information.
  • Assist internal and external customers, sales team, Manager, Underwriters and vendors regarding loan documentation and processing.
  • Contacted and interacted with internal and external customers as main point of contact to resolve documentation inquiries and issues.
  • Worked with internal and external customers to ensure loan projects moved smoothly and all documentation was completed.
  • Serve as primary point of contact for internal and external customers during the loan boarding/funding process.
  • Functioned as primary liaison with internal and external customers throughout all phases of the loan process.
  • Worked well with internal / external customers to ensure closing or payoff documents were completed properly.
  • Work with internal and external customers such as branch originators to coordinate closing and funding.
  • Responded to and resolved a wide variety of issues from internal and external customers.
  • Demonstrated ability to meet the needs of internal and external customers with multiple projects.

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22. Complex Loan Packages

average Demand
Here's how Complex Loan Packages is used in Loan Documentation Specialist jobs:
  • Perform loan documentation duties on the most complex loan packages, including the Home Affordable Refinance Program (HARP).
  • Performed a variety of loan documentation duties on complex loan packages to ensure timely closing of consumer loans.
  • Prepared all loan documents for complex loan packages and ensures company policy and procedure.
  • Performed a variety of loan documentation duties on moderately to complex loan packages.
  • Perform documentation duties on the most complex loan packages.
  • Ensured compliance with policies and procedures by performing loan documentation duties on complex loan packages.

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23. LIS

average Demand
Here's how LIS is used in Loan Documentation Specialist jobs:
  • Maintain records of document status, including monitoring and prioritizing efforts to retrieve outstanding documents based on aging standards established.
  • Maintained compliance while handling confidential information on a daily basis with professionalism and in a highly ethical manner.
  • Assist in training new Construction Loan Documentation Prep Specialist to insure consistency and uniform in documentation preparation.
  • Performed collateral exception task duties related to note deficiencies and corrected notes within established deadlines.
  • Developed and implemented quality suggestions to improve data entry errors using reference cards and checklists.
  • Assist junior level loan documentation specialist as needed with questions concerning loan documentation process.
  • Verified that programs functioned according to user requirements and conformed to established guidelines.
  • Recreate canceled files within established service level agreement to meet Regulation B guidelines.
  • Reviewed and monitored commercial loan documents for compliance and established standards and guidelines.
  • Meet or exceed established productivity objectives while meeting or exceeding established accuracy objectives.
  • Provided the financial specialists with help on complex documentation and information requirements.
  • Modified and edited written material to align with established company procedures.
  • Handle confidential information with professionalism to ensure integrity and risk management.
  • Utilized appropriate checklist to ensure that executed closing documents were accurate.
  • Managed a team of 20 Loan Documentation Specialists in foreclosure operations.
  • Trained new loan documentation specialist on company process and investor guidelines.
  • Received 3 Shared Success Awards acknowledging exceptional service and professionalism.
  • Established professional relationships and consistently provided excellent customer service.
  • Analyzed and interpreted customer information provided by loan specialists.
  • Establish and maintain cordial relationships with insurance underwriters.

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24. State Regulations

average Demand
Here's how State Regulations is used in Loan Documentation Specialist jobs:
  • Prepared commercial loan documents following federal/state regulations and verified approval conditions prior to releasing documents for closing.
  • Reviewed, audited and maintained the accuracy of all lease contracts ensuring that company policies and state regulations were met.
  • Investigated loan information to ensure compliance with Federal, State regulations and bank policies.
  • Monitored and counseled multi-state clients on state regulations and procedures.
  • Analyzed loan request for loans of various complexity and prepares documentation in compliance with bank policy, federal and state regulations.
  • Develop negotiate and finalize student financial plans consistent with financial planning policies and procedures with Federal/State regulations for awarding aid.

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25. Government Regulations

average Demand
Here's how Government Regulations is used in Loan Documentation Specialist jobs:
  • Reviewed and analyzed specialized HUD-1 closing settlement statements and assured they were in compliance with government regulations and guidelines.
  • Complete document requests for commercial and consumer requests in accordance with company credit policies and government regulations.
  • Ensured that the property specifications and loan terms met the financial institutions requirements and government regulations.
  • Completed documentation on complex packages to ensure compliance with company policies and government regulations.
  • Reviewed and analyzed loan documentations to meet company policies and government regulations.
  • Followed precise government regulations and bank policies.
  • Managed and analyzed mortgage loan documents for inconsistencies to ensure compliance with RESPA, internal company requirements, and government regulations.
  • Reviewed completed loan packages, correcting errors to packages and system data to ensure compliance with Company policies and Government regulations.
  • Interpreted government regulations and company policies to ensure compliance throughout the loan process for Conventional, FHA and VA loans.
  • Performed loan documentation duties on the most complex loan packages to ensure compliance with company policies and government regulations.
  • Prepared loan documents for all consumer and commercial loans in accordance with bank guidelines and government regulations.
  • Process and close home loan applications under compliance with Wells Fargo policies and government regulations.
  • Review loan files for discrepancies according to compliance policies and government regulations.
  • Audited and corrected titles to comply with government regulations.
  • Ensured compliance of all business and government regulations.
  • Managed 10-30 customer files daily, requiring multi-tasking in a fast paced environment that requires accuracy and conformance to government regulations.
  • Analyzed loan applications to ensure compliancy within bank and government regulations.
  • Managed daily and monthly pipeline reports to ensure loans are in compliance of product guidelines and government regulations.

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26. Respa

average Demand
Here's how Respa is used in Loan Documentation Specialist jobs:
  • Attended calls and meetings to assist in training sales partners on closing updates as well as RESPA and HERA/HOEPA updates.
  • Comply with all RESPA Reform guidelines to ensure accurate GFE is received and refunds addressed.
  • Prepared and processed FHA, VA, RESPA HUD, and conventional loans to closing.
  • Manage a pipeline of a 100+loans and ensure REG B and RESPA compliance.
  • Focused on RESPA compliance and re-discloses Truth in Lending as necessary.
  • Reviewed the loan for compliance with RESPA tolerances, TILA.
  • Reviewed for RESPA violations and guidelines, Final HUD-1/1A, Note, Mortgage, and Title.
  • Subject Matter Expert for rollout of TILA-RESPA Integrated Disclosure Implementation.
  • Survey Review *Title Review * State, Federal and RESPA guideline Reviews

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27. Subsequent Follow-Ups

average Demand
Here's how Subsequent Follow-Ups is used in Loan Documentation Specialist jobs:
  • Ordered all required verifications or documentation and conducted subsequent follow-ups to ensure prompt receipt of the necessary information.
  • Analyzed applicant, and property documentation; ordering all required verifications, documentation and subsequent follow-ups.
  • Order and clear all required verifications, documentation and performing subsequent follow-ups.
  • Obtained all required verifications, documentation and subsequent follow-ups.
  • Order all required verifications and subsequent follow-ups.
  • Ordered verifications, documentation, and subsequent follow-ups on a minimum of 80 client files per month.

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28. LPS

average Demand
Here's how LPS is used in Loan Documentation Specialist jobs:
  • Maintained processing and closing joint refinance and purchase pipeline as sole LPS processor for NuCompass Mortgage, a Joint Venture client.
  • Review loans to determine if a loan is approved or suspended and enter all information into the system of LPS.
  • Printed all main LPS Applications daily (APP and PCAP and Home Conversion reports) using Microsoft Excel macros.
  • Provided primary input for loan processing on LPS or similar mainframe systems.
  • Prepare documentation for loan requests using the appropriate software (LPS-CLOUD).
  • Keyed AS400, LPS, and Prior Approval loans into computer using OPERA.
  • Train and efficiently used mortgaging software CPI/LPS Fidelity systems
  • Assisted other departments with questions on litigation for current accounts and Foreclosure Systems: Aspen, LPS/Fidelity, LIV, Aspen
  • Utilize LPS Cloud program to record information Be aware of new weekly updates and changes in review procedure.
  • Use LPS/MSP software to efficiently remediate loan errors in accordance with policies, procedures and federal regulations.
  • Printed, sorted and packaged LPS disclosures within the three day timeline.

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29. Income Tax Returns

average Demand
Here's how Income Tax Returns is used in Loan Documentation Specialist jobs:
  • Requested documents, such as income tax returns, bank account numbers, purchase agreement, property description, for verification.
  • Verified all documentation provided by the applicants through pay stubs, income tax returns, bank accounts and other documentation.
  • Obtained income tax returns, pay-stubs, bank statements and other documentation.
  • Request documentation for income tax returns, bank accounts, etc.
  • Evaluated income tax returns to establish qualifying income.
  • Requested copies of income tax returns from IRS.

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30. Sensitive Tasks

low Demand
Here's how Sensitive Tasks is used in Loan Documentation Specialist jobs:
  • Centralized Retail Home loan processor performing high volume and time sensitive tasks related to loan documentation procedures.
  • Perform high volume and time sensitive tasks related to the loan documentation process in a professional, timely and efficient manner.
  • Performed high volume, time sensitive tasks on moderately complex loans including processing, closing and compliance functions.
  • Perform high volume, time sensitive tasks and make sound decisions based on credit risk policies and procedures.
  • Operate at a high volume while managing time sensitive tasks and ensure compliance and customer satisfaction.
  • Processed high volume, time sensitive tasks related to closing and funding loans; notarized documents.
  • Perform high volume, time sensitive tasks processing government, conforming and/or non-conforming loans.
  • Preformed high volume, time sensitive tasks related to the loan documentation process.
  • Perform high volume, time sensitive tasks with great attention to detail.
  • Performed high level and large volume of time sensitive tasks.

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31. Settlement Statements

low Demand
Here's how Settlement Statements is used in Loan Documentation Specialist jobs:
  • Audit title policies/commitments and endorsements, balance settlement statements, review appraisal evaluations.
  • Reviewed and analyzed settlement statements and ensured accurate and timely fund transfers.
  • Reviewed settlement statements, provided issue resolution and enforced compliance.
  • Reviewed preliminary HUD Settlement Statements for accuracy and completeness.
  • Balanced settlement statements and reviewed them with borrowers.
  • Audited Pricing along with lender and settlement fees on HUD-1 settlement statements are in compliance with RESPA and Regulation Z.
  • Assembled and compiled documents for closing, such as loan documents, mortgages, and settlement statements.
  • Reviewed title work, homeowners and flood policies and HUD-1 settlement statements for accuracy.
  • Scheduled closing, gathered fees, confirmed, calculated and approved Settlement Statements.
  • Review and approve HUD-1 settlement statements for all government, conventional loans.
  • Reviewed and analyzed settlement statements and other documents for multiple loan types.
  • Created, edited, and balanced HUD-1 closing settlement statements.
  • Reviewed and approved HUD Settlement Statements.
  • Prepared warranty Deeds, deeds of trust, settlement statements, title insurance and file maintenance
  • Reviewed Settlement Statements (HUD-1) for correct fees and confirmed funding balanced.
  • Provided support to mortgage processors for Wells Fargo Advisor clients through reviewing HUD-1 settlement statements and securing subordination agreements between lenders.

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32. Fannie MAE

low Demand
Here's how Fannie MAE is used in Loan Documentation Specialist jobs:
  • Reviewed documents according to Fannie Mae, FHA & HUD guidelines, to also include short sale FHA processing.
  • Review documents for Fannie Mae and HAMP loan modifications.
  • Experience and seasoned knowledge of Fannie Mae requirements.
  • Reconcile accounts with Fannie Mae monthly.
  • Reviewed, analyzed, and evaluating incoming documents to ascertain loan eligibility for certification under Fannie Mae guidelines.
  • Read and understand desktop underwriter to obtain necessary documentation from the member to meet Fannie Mae eligibility requirements.

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33. Ensure Accuracy

low Demand
Here's how Ensure Accuracy is used in Loan Documentation Specialist jobs:
  • Work cohesively with the designated Loan Processor to ensure accuracy and quality on all applications.
  • Reviewed collateral evaluation documents to ensure accuracy of loan package.
  • Perform a formal review and inspection of all final loan documentation to ensure accuracy and completion in preparation for loan closings.
  • Detail-oriented position, dedicated to the review of conventional mortgage files to ensure accuracy of its contents and approval for purchase.
  • Assisted with potential customers to assess their needs, collect data, verify documents and ensure accuracy with application completion.
  • Worked with lender to ensure accuracy of loan documents and due diligence items needed prior to loan closing.
  • Audit loan documents to ensure accuracy and conformity with federal, state, and company guidelines.
  • Review both commercial and construction loan files to ensure accuracy before loan goes to closing.
  • Worked reviewing loan documents to ensure accuracy as well as compliance according to legal guidelines.
  • Perform post-closing file audits to ensure accuracy, completeness, and adherence to bank policies.
  • Reviewed Title Report documents to ensure accuracy between applicant provided data and title search.
  • Review returned forms to ensure accuracy and forward to loan officer for signing.
  • Analyzed documents to ensure accuracy, completeness, and compliance with guidelines.
  • Review of home inspections and appraisals to ensure accuracy and home value
  • Examine transactions to ensure accuracy and completeness; preparing for review.
  • Performed edits of all loans booked to ensure accuracy.
  • Verified loan details with borrowers to ensure accuracy.
  • Demonstrate the adept ability to carefully review completed files to ensure accuracy of calculations on Judgement figures for Loan default Affidavits.
  • Job Duties: Ensure accuracy and integrity of loan documents by paying close attention to detail.
  • Performed pre-file audit for Private Mortgage Banking to ensure accuracy of loan conditions.

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34. SBA

low Demand
Here's how SBA is used in Loan Documentation Specialist jobs:
  • Draft typical loan documents with added provisions to comply with SBA along with SBA provided documents needed for closing.
  • Worked closely with each of our SBA loan officers to make sure all documents were up to date.
  • Reviewed all types of loan files; such as commercial, consumer, SBA, and Business Banking.
  • Reason for leaving this position was due to relocating to TX due to my husbands military position.
  • Assisted the SBA department with the gathering of missing loan documents in our customer's portfolios.
  • Prepared documentation using LaserPro5 for SBA loans to conform to credit approval.
  • Prepared Change in Terms Documents, SBA and FSA loans.
  • Conducted closings for SBA loans on a regular basis.
  • Processed all loan payments including SBA payments and disbursements.
  • Prepare loan documents for 7a SBA Government Secured Loans.
  • Prepare loan documents for SBA and direct loan transactions.
  • Prepared Legal Word Documents for special SBA requests.
  • Acted as team leader for SBA Department.
  • Maintain daily work flow to ensure quality credit file and closingpackages are in compliance with Bank and SBA regulatory guidelines.
  • Documented loans utilizing the LaserPro software system including commercial, SBA, construction, consumer and participation loans.
  • Tracked insurance payments, researched loan issues, resolved customer problems and completed SBA reporting.

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35. Freddie Mac

low Demand
Here's how Freddie Mac is used in Loan Documentation Specialist jobs:
  • Managed production for 15 member team with an average pipeline of 2,000 HARP Fannie Mae and Freddie Mac loans.
  • Complete daily analysis through automated underwriting systems Fannie Mae, Freddie Mac, as well as lender specific guidelines.
  • Processed refinance applications under the Housing Affordability Refinance Program (HARP) Fannie Mae and Freddie Mac loans.
  • Reviewed and closed Fannie Mae and Freddie Mac FHA loans as well as conventional mortgage loans.
  • Supported loan processors in processing of Fannie Mae, Freddie Mac and CEMA's loans.
  • Collected data, verified documents and ensured the completion of loan documentation for Freddie Mac.
  • Processed and closed HARP mortgage refinance loans under Freddie Mac and Fannie Mae guidelines.
  • Manage a pipeline of 70+ Traditional and HARP Fannie Mae/Freddie Mac refinance applications.
  • Processed loans from Freddie Mac/Fannie Mae for Wells Fargo Correspondent Lending Dept.
  • Processed loans to Wells Fargo, Freddie Mac and Fannie Mae guidelines
  • Processed Freddie Mac and Fannie Mae Harp loans.
  • Organize and structure loans to be sold to Fannie Mae and Freddie Mac.
  • Gained extensive experience in processing FHA , Freddie Mac, and Fannie Mae loans.
  • Located missing loan documentation for Freddie Mac and Fannie Mae loans using citilink, filenet and LPM systems.

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36. System Data

low Demand
Here's how System Data is used in Loan Documentation Specialist jobs:
  • Processed Conforming/Non-Conforming and Government loans, analyzing file documents and validating system data for accuracy.
  • Analyze documents on a system database, to ensure information provided is in compliance with Wells Fargo home funding guidelines.
  • Reviewed completed loan packages against system data and corrected errors to loan packages and/or system data when necessary.
  • Resolve loan documentation problems, maintain loan system data, and track post closing exception issues.
  • Identified and corrected errors to loan packages and system data and obtained missing information.
  • Processed closing and compliance on loans, reviewed completed loan packages against system data.
  • Identify and correct errors to documents or system data.
  • Maintain / update Loan Quality Assurance System data.
  • Review and complete loan packages against system data.
  • Compared and corrected loan packages against in-system data.
  • Corrected errors to loan packages and/or system data.
  • Reviewed processed loan packages against system data.
  • Corrected errors in system data.
  • Reviewed completed loan packages against system data Corrected errors to loan packages Obtained missing information and resolved exception processing issues

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38. Special Projects

low Demand
Here's how Special Projects is used in Loan Documentation Specialist jobs:
  • Participate in special projects including quality assurance of Project Approval Database to ensure completeness and accuracy of underwriting documentation.
  • Manage pipeline and special projects seamlessly for effective time management.
  • Organized and conducted conference calls regarding special projects.
  • Completed special projects asked by managers
  • Reported directly to the branch president over seeing daily job responsibilities and special projects.
  • Involved with multiple special projects, business lines, and rotational job assignments.
  • Participated in Special Projects for the Post Closing Team and FHLB team.
  • Perform additional tasks as needed and assist with special projects as assigned.
  • Delegated workload daily for special projects with team members and various departments.
  • Participate in special projects such as department audits for collateral key documents.
  • Researched and completed special projects assigned by Managers/ Team Leads.
  • Performed various special projects as required by REO Manager.
  • Assist on special projects as requested by upper management.
  • Performed other special projects and assignments as requested.
  • Manage the Regulation B reporting and special projects.
  • Work on special projects in assisting management.
  • Worked on special projects that are presented.
  • Handled special projects as assigned by supervisor.
  • Assisted in special projects as needed .

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39. Insurance Policies

low Demand
Here's how Insurance Policies is used in Loan Documentation Specialist jobs:
  • Obtained required insurance certificates by contracting insurance companies and inputting updated insurance policies into the data-base.
  • Experience maintaining & monitoring flood insurance policies and Special Flood Hazard Determinations.
  • Reviewed condominium insurance policies to ensure that coverage was adequate.
  • Contacted customers to retrieve missing lender's loan insurance policies resulting in 80% savings to the company for non-issued policies.
  • Make sure retail and business loans have insurance coverage for their collateral by reviewing insurance policies, cancellations and reinstatement.
  • Ordered property insurance policies in order to ensure that the lending company was protected against loss on mortgaged property.
  • Call third party sources to verify information and assignments on life insurance policies.
  • Contacted Insurance Agencies to obtain proper documentation for flood and homeowners insurance policies.
  • Researched mortgage documents such as titles, insurance policies, and flood certifications.
  • Reviewed NFIP and Private Flood insurance policies for bank and government compliance.
  • Review all insurance policies for accuracy of coverage.
  • Analyze insurance policies and flood certificates.
  • Contacted insurance companies for insurance policies Reviewed and audit Title and Insurance policies.
  • Order Title, VOE's, Subordinations, Insurance policies.
  • Review Homeowners Insurance Policies for preparation of loan closing.
  • Collect and process mortgage documents Review insurance policies Order and review title reports Liaison between borrower and mortgage consultant, and underwriter
  • Audited loan files to insure that all required documents, insurance policies, and verifications were completed in a timely fashion.

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40. Insurance Companies

low Demand
Here's how Insurance Companies is used in Loan Documentation Specialist jobs:
  • Communicate with Insurance companies as necessary to obtain and/or provide insurance information.
  • Contacted insurance companies to verify adequate property coverage.
  • Collaborated with various third parties, specifically title and insurance companies, to acquire all required documents.
  • Obtained credit record form reporting agencies, worked with Insurance companies for proper insurance coverage of mortgage.
  • Interact with Insurance companies on a daily basis to retrieve renewal certificates to update expired accounts.
  • Verified with insurance companies that insurance was up to date.
  • Contacted insurance companies for insurance verifications.
  • Answered queries from insureds, agents, & insurance companies regarding cancellations, reinstatements & more.
  • Interact with appraisers, insurance companies, and other venders on behalf of borrowers.

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41. Laser Pro

low Demand
Here's how Laser Pro is used in Loan Documentation Specialist jobs:
  • Utilized Laser Pro documentation system to prepare complete commercial and consumer loan closing document packages for multiple lenders.
  • Prepared loan closing package utilizing Laser Pro loan documentation system.
  • Performed quarterly testing of Laser Pro processing system to make sure system updates were in compliance with state laws and regulations.
  • Prepared Residential, Consumer and Commercial loan closing documentation using an automated document system (Laser Pro).
  • Work Experience and Education Addendum Duties: Prepare Commercial loan documentation using Laser Pro Windows.
  • Use Laser Pro to prepare loan documentation according to time standards for Personal Bankers.
  • Produced new commercial, small business and construction loan documents using Laser Pro.
  • Monitor loan queues through Laser Pro to ensure timely processing of loan documents.
  • Prepared Laser Pro commercial, asset based, installment and consumer loans.
  • Input information into Laser Pro program to generate loan documents for signing.
  • Review loan approvals - Create the loan documents using Laser Pro Software.
  • Prepared loan documents for loan closing utilizing Laser Pro Lending software.
  • Input or changed information into RCO/Laser Pro with data provided.
  • Input and review all loan information in Laser Pro system.
  • Prepared Commercial Loan Documents using the Laser Pro System.
  • Prepared documentation for new loan packages via Laser Pro.
  • Selected and prepared appropriate loan documents using Laser Pro.
  • Promoted Independently review loan approval and prepare closing documents accordingly using Laser Pro software and Microsoft Word.
  • Work with the following systems: Jack Henry, Senergy, Laser Pro, Decision Pro, Tickler, LQAS.

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42. HMC

low Demand
Here's how HMC is used in Loan Documentation Specialist jobs:
  • Prepared/processed HMC loans for validation.
  • Coordinate with HMC's and underwriter to restructure loans if need, work on counter offer if consumer exceed loan limits.
  • Communicate directly with the borrowers and partner with the loan officers (HMC) to collect required loan documentation.
  • Worked with Settlement agents, HMC and borrowers to correct the Mortgage, and the Note papers.
  • Maintained regular and consistent communication with both the customer and the Home Mortgage Consultant (HMC).
  • Worked with internal customers to ensure Processors/HMC's and Wells Fargo customers had all completed documents.
  • Verify loan information - Match loan document files - Interaction with loan HMC and other parties
  • Contacted HMC via phone/fax requesting completed 4506T form and other documentation as needed.
  • Work with both borrower and HMC to get documents needed.
  • Work closely with HMC, client, realtors, and attorneys from beginning to end to ensure smooth closing.
  • Received phone calls from HMC's, processors, underwriters and borrowers.
  • Work with HMC's and customers daily for the best customer experience.
  • Ordered voe's and sent commitment letters to HMC and Prospective buyer.
  • Processed high volume, time sensitive loan documentation for HMCs.
  • Conducted weekly conference call with HMCs and HMAs to ensure loan files were closed according to schedule and regulatory guidelines.

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43. Production Goals

low Demand
Here's how Production Goals is used in Loan Documentation Specialist jobs:
  • Maintained accuracy and production goals set by management.
  • Implemented processes to maintain monthly performance measurements in the areas of customer loyalty, timeliness, production goals, and compliance.
  • Achieved 119% of the company production goals and an error rate of 2010 mid-year review with a 5 rating.
  • Exceed company production goals and customer service ratings while preparing training for new hires as well.
  • Review and track volume trends and make recommendations to meet all sales and production goals.
  • Helped out other departments when the other departments fell behind on their production goals.
  • Exceeded companies desired production goals and customer services ratings on a monthly basis.
  • Exceeded quality and production goals set within the first 45 days of employment.
  • Communicate with managers and work staff our production goals and progress made.
  • Demonstrate the ability to achieve monthly production goals while maintaining quality standards.
  • Exceeded customer loyalty and production goals.
  • Reviewed loan files to ensure they are in line with investor guidelines Met and/or exceeded production goals on a daily basis
  • Manage a pipeline of up to ninety clients and exceed production goals while triaging incoming calls and escalations.

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44. Loan Types

low Demand
Here's how Loan Types is used in Loan Documentation Specialist jobs:
  • Prepare closing packages for all loan types and coordinate with customer and title company to insure loan closes properly and timely.
  • Managed compliance reviews and disbursement of funds on Warehouse, Wire, Traditional and escrow state loan types.
  • Certified proper coding of loan types, purpose codes and collateral codes, etc.
  • Ensured completeness of documents and perfection of liens for all loan types.
  • Managed an assigned pipeline of loan types relative to business line.
  • Manage a pipeline of all loan types relative to business line.
  • Processed a combination of loan types, including cash-out, streamline, VA IRRRL and credit qualifying.

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45. Party Vendors

low Demand
Here's how Party Vendors is used in Loan Documentation Specialist jobs:
  • Maintained positive working relationships with Wells Fargo Home Mortgage third-party vendors to ensure positive processing results.
  • Processed loan refinance applications in all various stages, working with 3rd party vendors to get loans to a closing status.
  • Corresponded daily with clients, their employers, and any third party vendors via fax, email, or phone.
  • Reviewed files Underwritten by 3rd party vendors to confirm they met Wells Fargo Underwriting standards prior to funding.
  • Assist in training new employees and managing relationships with 3rd party vendors and internal partnerships.
  • Analyzed and classified incoming documents submitted by clients, investors, and third-party vendors.
  • Schedule closings of refinance and purchase transactions with third party vendors and clients.
  • Manage third-party vendors (title insurance, escrow, taxes, etc.)
  • Ordered titles, appraisals and communicated with third-party vendors for proper expediting.
  • Direct customer service with borrower, third party vendors and management.
  • Followed up and completed required verifications with insurance companies, employers and 3rd party vendors.

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47. Hmda

low Demand
Here's how Hmda is used in Loan Documentation Specialist jobs:
  • Interpreted HMDA policies while analyzing applicant, property and documentation.
  • Completed all required compliance training and was solely responsible for government HMDA rules and annual reporting.
  • Perform reviews for accuracy of loan coding, collateral addenda's, CRA/HMDA reporting.
  • Generated customer withdrawals and denial letters, CRA and HMDA Reporting to Federal Government.
  • Track and report all HMDA consumer loans for the Cheyenne office.
  • Trained in HMDA and other federal regulations for loan processing.
  • Handled the accuracy of reporting HMDA and loan-related CRA information.
  • Identify and properly report HMDA and CRA loans.
  • Verify HMDA information to be input for submission.
  • Determine if a loan is HMDA Reportable and enter the proper data needed to secure our reporting procedures.

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48. Final Approval

low Demand
Here's how Final Approval is used in Loan Documentation Specialist jobs:
  • Review and collect underwriting conditions and submit conditions to underwriting for final approval.
  • Prepared loan documents for final approval by underwriting department.
  • Processed conforming conventional and government home loans, prep files for underwriter review and final approval and prep for closing.
  • Coordinate and execute loan closings, preliminary HUD reviews for final approval, funding conditions and post closing audits.
  • Collaborate and analyze file review with Underwriters to validate accuracy of documents received and final approval of loan files.
  • Partnered closely with customer or banker to collect documentation in order to obtain the borrower a final approval.
  • Managed a pipeline of 30 - 50 files through final approval, in compliance with lending policies.
  • Followed through on incoming and outgoing status calls from point of application through final approval.
  • Explained the loan process and what the expectations were for their final approval and closing.
  • Prepared and executed the closing of the loan once final approval had been achieved.
  • Readied loan for final approval and coordinate closing with all involved parties.
  • Coordinate Submission of Loan File to Underwriting for Final Approval.
  • Prepared mortgage loan files for final approval and closing.
  • Gathered all stipulations prior to final approval.
  • Prepare all documents prior to final approval.
  • Underwrite file for final approval.
  • Forwarded complete file to underwriting for final approval.Prepared file for submission to loan document department.
  • Perform the Right to Cancel macro prior to final approval and Right to Cancel Acknowlegement macro prior to funding.
  • Centralized Fulfillment Team) - Prepare mortgage loan documents for final approval and closing.
  • Reconcile Fees Review all fields to make sure no changes since final approval.

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49. Confidential Material

low Demand
Here's how Confidential Material is used in Loan Documentation Specialist jobs:
  • Handled confidential material in a professional and highly ethical manner.
  • Analyzed confidential material for accuracy and compliance requirements.
  • Matched checks with assignments, handle confidential material in a professional, high ethical manner.
  • Maintained confidential material in a professional, highly ethical manner.
  • Handled confidential material in a professional and ethical manner.

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20 Most Common Skill for a Loan Documentation Specialist

Ensure Compliance16%
Loan Portfolio14.1%
Loan Applications13.4%
Customer Service9.7%
Title Companies6.2%
Underwriting Guidelines6.2%
FHA5.6%
Real Estate4.2%

Typical Skill-Sets Required For A Loan Documentation Specialist

RankSkillPercentage of ResumesPercentage
1
1
Ensure Compliance
Ensure Compliance
12.5%
12.5%
2
2
Loan Portfolio
Loan Portfolio
11.1%
11.1%
3
3
Loan Applications
Loan Applications
10.6%
10.6%
4
4
Customer Service
Customer Service
7.6%
7.6%
5
5
Title Companies
Title Companies
4.9%
4.9%
6
6
Underwriting Guidelines
Underwriting Guidelines
4.8%
4.8%
7
7
FHA
FHA
4.4%
4.4%
8
8
Real Estate
Real Estate
3.3%
3.3%
9
9
Company Policies
Company Policies
2.7%
2.7%
10
10
Data Entry
Data Entry
2.3%
2.3%
11
11
Credit Reports
Credit Reports
1.9%
1.9%
12
12
High Volume
High Volume
1.8%
1.8%
13
13
Hud-1
Hud-1
1.5%
1.5%
14
14
Equity
Equity
1.5%
1.5%
15
15
Customer Loyalty
Customer Loyalty
1.5%
1.5%
16
16
UCC
UCC
1.5%
1.5%
17
17
Necessary Documents
Necessary Documents
1.3%
1.3%
18
18
Comprehensive Knowledge
Comprehensive Knowledge
1.2%
1.2%
19
19
Financial Statements
Financial Statements
1.1%
1.1%
20
20
Bank Products
Bank Products
1.1%
1.1%
21
21
External Customers
External Customers
1.1%
1.1%
22
22
Complex Loan Packages
Complex Loan Packages
1.1%
1.1%
23
23
LIS
LIS
1.1%
1.1%
24
24
State Regulations
State Regulations
1%
1%
25
25
Government Regulations
Government Regulations
1%
1%
26
26
Respa
Respa
0.9%
0.9%
27
27
Subsequent Follow-Ups
Subsequent Follow-Ups
0.9%
0.9%
28
28
LPS
LPS
0.9%
0.9%
29
29
Income Tax Returns
Income Tax Returns
0.9%
0.9%
30
30
Sensitive Tasks
Sensitive Tasks
0.9%
0.9%
31
31
Settlement Statements
Settlement Statements
0.8%
0.8%
32
32
Fannie MAE
Fannie MAE
0.8%
0.8%
33
33
Ensure Accuracy
Ensure Accuracy
0.7%
0.7%
34
34
SBA
SBA
0.7%
0.7%
35
35
Freddie Mac
Freddie Mac
0.7%
0.7%
36
36
System Data
System Data
0.7%
0.7%
37
37
Legal Documents
Legal Documents
0.7%
0.7%
38
38
Special Projects
Special Projects
0.7%
0.7%
39
39
Insurance Policies
Insurance Policies
0.6%
0.6%
40
40
Insurance Companies
Insurance Companies
0.6%
0.6%
41
41
Laser Pro
Laser Pro
0.6%
0.6%
42
42
HMC
HMC
0.6%
0.6%
43
43
Production Goals
Production Goals
0.6%
0.6%
44
44
Loan Types
Loan Types
0.5%
0.5%
45
45
Party Vendors
Party Vendors
0.5%
0.5%
46
46
Legal Department
Legal Department
0.5%
0.5%
47
47
Hmda
Hmda
0.5%
0.5%
48
48
Final Approval
Final Approval
0.5%
0.5%
49
49
Confidential Material
Confidential Material
0.5%
0.5%

15,102 Loan Documentation Specialist Jobs

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