Loan Documentation Assistant

Job Summary

The Loan Documentation Assistant is responsible for supporting the preparation, processing, monitoring, and safekeeping of loan-related documents. The role ensures accuracy, completeness, and timely submission of requirements to banks, government agencies, and internal departments. The position also assists in coordinating with clients, banks, and various offices to facilitate smooth loan transactions and title/document processing.

Key Responsibilities:

1. Document Preparation & Processing

• Prepare, encode, and organize loan documents, forms, and transmittals.
• Assist in checking completeness and accuracy of client documents and bank requirements.
• Draft, revise, and format letters, affidavits, certifications, and other documents.

Process notarization and filing of loan documents as needed.

2. Coordination & Communication

• Coordinate with banks, developers, brokers, and clients regarding loan...