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Loan Documentation Manager

Description

Ref ID: 02000-0011707440

Classification: Accounting Clerk

Compensation: $65000.00 to $65000.00 yearly

Top-notch benefits, a nice work space/office, and a thriving team culture are available to this Loan Documentation Manager position. To thrive in this Loan Documentation Manager position and advance your career with a well-known, successful organization, you will need to be responsible for performing a variety of loan administration duties for moderately complex loans, using comprehensive knowledge of policies and procedures for loan products, responsible for preparing proper loan documents for commercial/commercial real estate, residential mortgage, and consumer loans while keeping current with compliance issues. The Loan Documentation Manager position is a full-time opportunity and is situated in the Baltimore, Maryland, area. Apply today with Robert Half Finance if you're a good fit for this position.


What you get to do every single day


1. Prepare new, renewal and/or modification loan documentation in accordance with credit approval, loan documentation standards and regulatory requirements.

2. Order/review title work, applicable due diligence reports and insurance documents. Calculation and preparation of settlement statements.

3. After settlement, file the necessary recordings and filings to perfect collateral and prepare collateral file for the vault. Responsible for safe handling of life insurance policies and all collateral documents. Performs quarterly audits to ensure integrity of collateral.

4. Responsible for overseeing the loan monitoring system for collateral documents, UCC continuations, financial covenants, hazard/flood insurance renewals and other documents needed for outstanding loans and clearing exceptions. Ensures appropriate approval and/or waivers and exceptions are obtained.

5. Review and negotiate loan documents with the Loan Officer and borrower. Works routinely with legal counsel on attorney prepared loan documents.

6. Communicate with external and internal customers as needed. Daily interaction with loan officers, lending department staff and outside contacts including attorneys, escrow/title companies and insurance agents.

7. Prepare lien releases for paid loans and maintain record retention file for all paid loans. Retrieve archived files as requested.

Position Description Loan Documentation Manager Page 2

8. Work closely with loan servicing area in order to ensure loans and collateral are accurately entered into the loan operating system.

9. Responsible for identifying and recording HMDA reportable transactions and maintenance of the HMDA LAR.

10. Responsible for ordering and tracking appraisals, ensuring that reports are ordered and received in a timely manner.

11. Assist Chief Credit Officer with periodic reports and special projects.

12. Responsible for training the lending department on various compliance issues and department software systems as required. Administrator for various loan department software systems.

13. Perform other duties as assigned. 

Requirements

- Practical knowledge of loan agreements


- Approved Loans experience


- Strong familiarity with consumer loans


- Wide ranging experience with Loan Program


- Previous experience working with loan servicing


- Well-founded grasp of Licensed Loans


- Earlier work involving Loan Renewal Processes


- Command of commercial loans


- Proven knowledge of Equity Loans


- Good understanding of loan review


- Consumer loans experience


- General familiarity with loan origination


- Skills in Loan Structure


- Quality experience with Loan Products


- Residential mortgages experience


- AA or BS/BA in Accounting or related field preferred


- Prior knowledge in Spreadsheet and ERP system


- Ability to multitask efficiently and prioritize work


- 3+ years of accounting experience required


- Excellent data entry skills


-Horizon XE is a plus



Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

Job Snapshot

Location US-MD-Baltimore
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Apply

Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-MD-Baltimore
Recruiter
410- 385-1880
410- 659-6765
Snapshot
Robert Half
Company:
US-MD-Baltimore
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 02000-0011707440

Classification: Accounting Clerk

Compensation: $65000.00 to $65000.00 yearly

Top-notch benefits, a nice work space/office, and a thriving team culture are available to this Loan Documentation Manager position. To thrive in this Loan Documentation Manager position and advance your career with a well-known, successful organization, you will need to be responsible for performing a variety of loan administration duties for moderately complex loans, using comprehensive knowledge of policies and procedures for loan products, responsible for preparing proper loan documents for commercial/commercial real estate, residential mortgage, and consumer loans while keeping current with compliance issues. The Loan Documentation Manager position is a full-time opportunity and is situated in the Baltimore, Maryland, area. Apply today with Robert Half Finance if you're a good fit for this position.


What you get to do every single day


1. Prepare new, renewal and/or modification loan documentation in accordance with credit approval, loan documentation standards and regulatory requirements.

2. Order/review title work, applicable due diligence reports and insurance documents. Calculation and preparation of settlement statements.

3. After settlement, file the necessary recordings and filings to perfect collateral and prepare collateral file for the vault. Responsible for safe handling of life insurance policies and all collateral documents. Performs quarterly audits to ensure integrity of collateral.

4. Responsible for overseeing the loan monitoring system for collateral documents, UCC continuations, financial covenants, hazard/flood insurance renewals and other documents needed for outstanding loans and clearing exceptions. Ensures appropriate approval and/or waivers and exceptions are obtained.

5. Review and negotiate loan documents with the Loan Officer and borrower. Works routinely with legal counsel on attorney prepared loan documents.

6. Communicate with external and internal customers as needed. Daily interaction with loan officers, lending department staff and outside contacts including attorneys, escrow/title companies and insurance agents.

7. Prepare lien releases for paid loans and maintain record retention file for all paid loans. Retrieve archived files as requested.

Position Description Loan Documentation Manager Page 2

8. Work closely with loan servicing area in order to ensure loans and collateral are accurately entered into the loan operating system.

9. Responsible for identifying and recording HMDA reportable transactions and maintenance of the HMDA LAR.

10. Responsible for ordering and tracking appraisals, ensuring that reports are ordered and received in a timely manner.

11. Assist Chief Credit Officer with periodic reports and special projects.

12. Responsible for training the lending department on various compliance issues and department software systems as required. Administrator for various loan department software systems.

13. Perform other duties as assigned. 

Requirements

- Practical knowledge of loan agreements


- Approved Loans experience


- Strong familiarity with consumer loans


- Wide ranging experience with Loan Program


- Previous experience working with loan servicing


- Well-founded grasp of Licensed Loans


- Earlier work involving Loan Renewal Processes


- Command of commercial loans


- Proven knowledge of Equity Loans


- Good understanding of loan review


- Consumer loans experience


- General familiarity with loan origination


- Skills in Loan Structure


- Quality experience with Loan Products


- Residential mortgages experience


- AA or BS/BA in Accounting or related field preferred


- Prior knowledge in Spreadsheet and ERP system


- Ability to multitask efficiently and prioritize work


- 3+ years of accounting experience required


- Excellent data entry skills


-Horizon XE is a plus



Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (www.roberthalf.com/terms-of-use).

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