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Loan secretary vs loan documentation specialist

The differences between loan secretaries and loan documentation specialists can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a loan secretary and a loan documentation specialist. Additionally, a loan documentation specialist has an average salary of $35,946, which is higher than the $35,271 average annual salary of a loan secretary.

The top three skills for a loan secretary include customer service, real estate loans and financial statements. The most important skills for a loan documentation specialist are customer service, loan applications, and real estate loans.

Loan secretary vs loan documentation specialist overview

Loan SecretaryLoan Documentation Specialist
Yearly salary$35,271$35,946
Hourly rate$16.96$17.28
Growth rate-3%-3%
Number of jobs15,45211,768
Job satisfaction--
Most common degreeBachelor's Degree, 37%Bachelor's Degree, 59%
Average age4242
Years of experience44

Loan secretary vs loan documentation specialist salary

Loan secretaries and loan documentation specialists have different pay scales, as shown below.

Loan SecretaryLoan Documentation Specialist
Average salary$35,271$35,946
Salary rangeBetween $26,000 And $46,000Between $28,000 And $45,000
Highest paying City-Eugene, OR
Highest paying state-Washington
Best paying company-City National Bank
Best paying industry-Finance

Differences between loan secretary and loan documentation specialist education

There are a few differences between a loan secretary and a loan documentation specialist in terms of educational background:

Loan SecretaryLoan Documentation Specialist
Most common degreeBachelor's Degree, 37%Bachelor's Degree, 59%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan secretary vs loan documentation specialist demographics

Here are the differences between loan secretaries' and loan documentation specialists' demographics:

Loan SecretaryLoan Documentation Specialist
Average age4242
Gender ratioMale, 3.6% Female, 96.4%Male, 29.9% Female, 70.1%
Race ratioBlack or African American, 12.7% Unknown, 4.9% Hispanic or Latino, 13.8% Asian, 6.3% White, 61.8% American Indian and Alaska Native, 0.6%Black or African American, 11.8% Unknown, 4.4% Hispanic or Latino, 12.3% Asian, 8.2% White, 62.9% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan secretary and loan documentation specialist duties and responsibilities

Loan secretary example responsibilities.

  • Prepare and file UCC's and title applications.
  • Process auto title work, life insurance, UCC filing and recording.
  • Review loan files, facilitate and verify loss mitigation application request, determine eligibility for clients requesting foreclosure financial assistance.
  • Determine loan DU eligibility and submit files to underwriting department.

Loan documentation specialist example responsibilities.

  • Manage successful audit with FHLMC.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Review file and enter in information into the loan origination system LIS.
  • Review the loan for compliance with RESPA tolerances, TILA.
  • Generate and review, HUD, financial statements, fiscal analyses and other financial reports for property acquisition.
  • Process fees and prepare documents for closing; go over HUD-1 with clients for cash to/from close during signing.
  • Show more

Loan secretary vs loan documentation specialist skills

Common loan secretary skills
  • Customer Service, 28%
  • Real Estate Loans, 8%
  • Financial Statements, 8%
  • Commercial Loans, 6%
  • Credit Reports, 6%
  • Computer System, 4%
Common loan documentation specialist skills
  • Customer Service, 19%
  • Loan Applications, 8%
  • Real Estate Loans, 5%
  • Underwriting Guidelines, 4%
  • FHA, 4%
  • Loan Products, 3%

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