Senior Documentation Specialist

D3 Search is seeking a Snr. Documentation Specialist on behalf of a highly respected commercial lender with a growing office located in Encino, CA (91436).

Position Title:

Snr. Documentation Specialist

Location/Map:

Encino, CA (91436) – San Fernando Valley

Employer Work Model:

Hybrid work model (4 onsite/1 remote).

• Note: employer will NOT consider a fully remote work model request.
• Note: No relocation offered by employer.
• Note: Local candidates ONLY (SFV, SGV, Los Angeles).

Position Summary:

Fast-growing commercial lender seeks Snr. Documentation Specialist is responsible for preparing loan documents for commercial real estate and construction loans, including new construction. You will review all required loan information to ensure accurate and complete documentation, resolving any discrepancies as needed. This role will also ensure all documents are properly executed and all steps are completed for a successful loan closing.

Position Requirements:

• Obtain and review all necessary loan information to prepare appropriate loan documents, including credit approvals, appraisals, borrowing authority documentation, contracts, title information, and any additional information as needed to perfect the company’s position and reflect the terms of the credit approval. Take appropriate action on any issues that arise to meet the requested document due date.
• Prepare real estate loan documents (i.e., loan agreements, financing statements, notes, trust deeds, disclosure statements, etc.) based on knowledge of loan type and of Operational policies and procedures. Participate in loan document negotiation with the borrower and relationship manager. Ensure compliance with all federal and state laws and regulations.
• Work with the Legal Department or outside counsel when appropriate to coordinate the preparation of real estate documents or to obtain specific legal language as needed. Determine whether standard documents can be used, or if assistance from the Legal Department is required in the document preparation. Analyzes the organizational documents (i.e., partnership agreements, trust agreements, etc.).
• Facilitate loan closing, ensuring that all loan documents are properly executed; comprehensive recording instructions to title company are prepared and delivery is verified; loan is recorded, booked and funded accurately and expeditiously. Establish reserve accounts and verify information is reflected in the loan documents and on the cost breakdown.
• Review existing loan file for uncleared audit exceptions and prior to Loan Analysis Meeting.
• Acts as liaison to other departments within the Bank to resolve questions pertaining to documentation; may contact customers or their professional representatives for responses to documentation or collateral questions as directed by supervisor or requested by Relationship Managers.
• Reviews all completed documents to ensure that documents were signed by the borrower(s) and approved by the loan officers as appropriate; ensures completed loan documents are distributed within time completion guidelines.
• Recommend and implement best practices as part of the company’s dedication to creating an industry-leading customer experience.

General Skills & Experience:

• 5 years of experience in real estate documentation
• Experience in both Residential Construction and Commercial CRE operations, risk assessment and QC, preferably in a financial services or lending institution
• Familiarity with business purpose and/or construction loan underwriting.
• Paralegal experience at a real estate law firm HIGHLY preferred
• Good knowledge of operational risk and loan processing workflows.
• Exceptional attention to detail and adherence to internal standards.
• Strong interpersonal and written communication skills.
• Proficiency in financial software tools, including standard LOS and servicing platforms.

Salary/Compensation:

Annual salary is 100K /- | DOE/DOQ.

If interested in this full-time/direct hire Snr. Documentation Specialist role located in Encino, CA (91436), and you meet the above qualifications/requirements, please contact the following D3 rep.:

Don Moser | D3 Search

📬don@d3search.com | ☎️ 213-785-2485

📡 www.d3search.com

D3 Legal Search LLC (aka D3 Search), and its clients are equal opportunity employers. Pursuant to local ordinances, we will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Fair Chance Initiative for Hiring Ordinance.