Entity Desk Specialist

*ENTITY DESK SPECIALIST*
 
WHAT IS THE OPPORTUNITY?
The Entity Desk Specialist is responsible for reviewing/adjusting signature blocks, POAs, entity structures, and complex ownership structures (including, but not limited to, Revocable/Irrevocable Trusts, LLCs, Partnerships, and Corporations) for home equity line of credit's, purchase, and refinance transactions.
 
WHAT WILL YOU DO?
* Reviewing organizational documents and trust documents
* Serving as the primary escalation point for entity/trust/POA/signature structure reviews
* Ensure accurate review of entity documents, signature blocks, trust structures, guarantor requirements, and related documentation
* Reviewing POA documentation and preparing the signature blocks on the closing documents accordingly
* Partner closely with Processing, Underwriting, Closing, Legal, and Compliance
* Tracking exceptions and document deficiencies
* Providing operational support for complex entity loans