Job Title
Coordinates the preparation of loan / lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Communicates with staff, customers / clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds. This role will work directly with the branch employees or clients to help perfect the lien. This team will meet with the clients to sign collateral documents to perfect the lien. Strong customer service skills to interact with clients and internal partners
Location : Oshkosh, WI
Basic Qualifications
High school diploma or equivalent. Typically three to five years of related experience
Preferred Skills / Experience
Basic reading, writing, mathematical and calculator skills. Effective verbal and written communication skills. Proven customer service skills. Ability to identify and resolve exceptions and to interpret data. Proficient computer navigation skills using a variety of software packages including Microsoft Office applications. Attention to detail with a high level of accuracy. Working in a fast paced environment. Experience with various computer skills and programs. Experience communicating verbally, and written with a positive outcome. Strong customer service skills via phone and written. Experience with multiple computer programs and applications.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
Documentation Specialist • Oshkosh, WI, US