Document Preparation Specialist Sr – Commercial Position Available In Broward, Florida

The Document Preparation Specialist Sr – Commercial focuses on Commercial Real Estate Loans. Depending on the type of the loan, either prepares loan documentation in-house, or coordinates the preparation of documents by attorneys. Reviews all loan documentation for accuracy and ensures closing conditions have been met prior to closing. Provides approval to move forward with closing.

Responsibilities:

Review Commercial Real Estate Loan documentation requests to verify a complete loan package and/or adequacy of credit limits prior to document preparation and/or closing. Prepare loan documents in-house for new loans and renewals, depending on loan type, complexity and/or amount. Handle attorney bid requests and selection process. Prepare engagement letters and forward loan packages to attorneys to prepare documents for new loans and renewals, depending on loan type, complexity and/or amount. Follow up with attorneys and keep all parties informed of progress and pending items. Review in-house and attorney prepared loan documentation to ensure accuracy and that all closing conditions are met prior to closing, including title search and/or commitment. Review Flood, Hazard, Windstorm, Liability, and Content insurance documentation to ensure adequacy and prepare Flood Analysis form, as applicable. Handle commitment fees and prepare disbursement instructions. Perform all escrow analyses and prepare amortization schedules, depending on loan type. Complete applicable checklists. Make sure cases are properly processed through the applicable workflow system. Mentor junior doc prep team members and serve as a source of information and assistance. Minimum Education and/or

Certifications Requirements:

Bachelor’s degree in business, finance, or accounting Accredited Banking Certifications a plus

Minimum Work Experience Requirements:

Five+ years of experience preparing commercial Real Estate loan documentation, reviewing attorney-prepared loan documentation, and working with attorneys for loan closing. Technical and/or

Other Essential Knowledge:

Proven ability to review and resolve insurance and title-related matters. Proficient in loan documentation software, particularly LaserPro. Proficient using MS Office, particularly MS Word, Excel and PowerPoint Knowledge of Fiserv AS/400 desired Time management, organizational skills, and communication skills required.