Loan Documentation Prep Specialist General Description Of Position The Loan Documentation Prep Specialist prescreens and/or prepares loan documentation based on information submitted by lending staff.
Loan Documentation Prep Specialist General Description Of Position The Loan Documentation Prep Specialist prescreens and/or prepares loan documentation based on information submitted by lending staff.
Archive Digitisation Technician
Manhattan, NY ยท On-site
$28/hr
The role involves minor document prep and adherence to archival standards, with training provided. Immediate start for a two-year project in Melbourne, Australia. The ideal candidate shows initiative ...
Archive Digitisation Technician
Manhattan, NY ยท On-site
$28/hr
The role involves minor document prep and adherence to archival standards, with training provided. Immediate start for a two-year project in Melbourne, Australia. The ideal candidate shows initiative ...
Archive Digitisation Technician
Manhattan, NY ยท On-site
$28/hr
The role involves minor document prep and adherence to archival standards, with training provided. Immediate start for a two-year project in Melbourne, Australia. The ideal candidate shows initiative ...
Archive Digitisation Technician
Manhattan, NY ยท On-site
$28/hr
The role involves minor document prep and adherence to archival standards, with training provided. Immediate start for a two-year project in Melbourne, Australia. The ideal candidate shows initiative ...
The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation ...
The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation ...
The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation ...
The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation ...
The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation ...
The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Prescreens and prepares documentation ...
Branch Assistant
Lansing, MI ยท On-site
$14/hr
Document prep * Loans * Lending Branch Assistant duties: * Process, verify documentation * Interact with customers Additional Information $14/hr 3 MONTHS
Branch Assistant
Lansing, MI ยท On-site
$14/hr
Document prep * Loans * Lending Branch Assistant duties: * Process, verify documentation * Interact with customers Additional Information $14/hr 3 MONTHS
Production Supervisor
Anaheim, CA ยท On-site
Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...
Production Supervisor
Anaheim, CA ยท On-site
Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...
Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...
Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...
Support multiple attorneys with admin and litigation tasks including document prep, file organization, data management, and calendaring * Prepare/finalize legal documents (pleadings, motions, briefs ...
Quick apply
Support multiple attorneys with admin and litigation tasks including document prep, file organization, data management, and calendaring * Prepare/finalize legal documents (pleadings, motions, briefs ...
Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...
Quick apply
Monitor productivity, quality, and accuracy across document prep, scanning, indexing, QA, and logistics functions. * Provide training, guidance, and day-to-day support to production staff. * Ensure ...
Evening Cook/Kitchen Manager
Miles City, MT ยท On-site
$13 - $18/hr
Clean and Maintain Equipment and Facilities Track and Document Prep Charts and Waste Logs Train personnel Assist in decision making for product improvement. Assist in decision making for store ...
Evening Cook/Kitchen Manager
Miles City, MT ยท On-site
$13 - $18/hr
Clean and Maintain Equipment and Facilities Track and Document Prep Charts and Waste Logs Train personnel Assist in decision making for product improvement. Assist in decision making for store ...
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
Evening Cook/Kitchen Manager
$13 - $18/hr
Clean and Maintain Equipment and Facilities Track and Document Prep Charts and Waste Logs Train personnel Assist in decision making for product improvement. Assist in decision making for store ...
Quick apply
Evening Cook/Kitchen Manager
$13 - $18/hr
Clean and Maintain Equipment and Facilities Track and Document Prep Charts and Waste Logs Train personnel Assist in decision making for product improvement. Assist in decision making for store ...
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
New
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
New
Legal Receptionist/Switchboard Operator
Los Angeles, CA ยท On-site
$17.50 - $22.75/hr
Handle mail, shipments, and light administrative tasks * Assist with printing, trial binders, and document prep * Support attorneys, paralegals, and staff with day-to-day needs * Maintain a clean ...
Quick apply
Legal Receptionist/Switchboard Operator
Los Angeles, CA ยท On-site
$17.50 - $22.75/hr
Handle mail, shipments, and light administrative tasks * Assist with printing, trial binders, and document prep * Support attorneys, paralegals, and staff with day-to-day needs * Maintain a clean ...
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
New
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
New
REO Title Processor
Rockville, MD ยท On-site
CD prep and balance, document prep, post closing, commitment and policy preparation * TSS, Fannie Mae, and REO desired * Knowledge of CD settlements statements and real estate closing documents as it ...
REO Title Processor
Rockville, MD ยท On-site
CD prep and balance, document prep, post closing, commitment and policy preparation * TSS, Fannie Mae, and REO desired * Knowledge of CD settlements statements and real estate closing documents as it ...
CD prep and balance, document prep, post closing, commitment and policy preparation TSS, Fannie Mae, and REO desired Knowledge of CD settlements statements and real estate closing documents as it ...
CD prep and balance, document prep, post closing, commitment and policy preparation TSS, Fannie Mae, and REO desired Knowledge of CD settlements statements and real estate closing documents as it ...
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
New
Document Imaging Technician I
Bridgeport, CT ยท On-site
Maintains competency and meets minimum productivity standards for document prep as established by HIM department policy. * Scans documents into electronic document management system using a batch ...
New
Document PREP information
See salary details
$8.89 - $9.75
2% of jobs
$9.75 - $10.60
2% of jobs
$10.60 - $11.45
5% of jobs
$11.45 - $12.30
11% of jobs
$12.69 is the 25th percentile. Wages below this are outliers.
$12.30 - $13.16
11% of jobs
$13.16 - $14.01
18% of jobs
The median wage is $14.06 / hr.
$14.01 - $14.86
19% of jobs
$15.26 is the 75th percentile. Wages above this are outliers.
$14.86 - $15.71
15% of jobs
$15.71 - $16.56
12% of jobs
$16.56 - $17.42
4% of jobs
$17.42 - $18.27
1% of jobs
$8
$14
$18
How much do document prep jobs pay per hour?
What is a document prep?
What are some common challenges faced by document prep professionals, and how can they be managed effectively?
What is the difference between Document Prep vs Data Entry Clerk?
| Aspect | Document Prep | Data Entry Clerk |
|---|---|---|
| Required Credentials | High school diploma, basic computer skills | High school diploma, typing proficiency |
| Work Environment | Offices, legal, medical, or administrative settings | Offices, administrative environments |
| Employer & Industry Usage | Legal, medical, financial sectors | Various industries including healthcare, finance, retail |
| Common Search & Comparison | Yes | Yes |
Document Prep involves preparing and organizing documents for legal, medical, or administrative purposes, focusing on formatting and accuracy. Data Entry Clerks primarily input data into digital systems, emphasizing speed and accuracy. While both roles require attention to detail and basic computer skills, Document Prep is more about document organization, whereas Data Entry is about data input and management.
What are the key skills and qualifications needed to thrive as a document prep specialist?

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Re-posted yesterday
Job description
General Description Of Position
The Loan Documentation Prep Specialist prescreens and/or prepares loan documentation based on information submitted by lending staff. This position ensures loan documents are accurate and compliant with all state and federal regulatory requirements. The Loan Documentation Prep Specialist works regularly to maintain service level standards in a production environment.
Essential Duties And Responsibilities
1. Prescreens and prepares documentation for consumer non-real estate, and commercial loan requests. This duty is performed daily, about 75% of the time.
2. Reviews requests for documentation before determining and applying a hold on the loan submission when applicable. This duty is performed daily, about 5% of the time.
3. Prepares packages for e-signatures when applicable. This duty is performed daily, about 5% of the time.
4. Assigns various loan code(s) in the prescreening process to meet regulatory and company reporting requirements. This duty is performed daily, about 5% of the time.
5. Ensures corrections are made to loan documents as requested by the lender. This duty is performed daily, about 10% of the time.
6. Responds to phone, email, and internal messaging requests and inquiries from lending staff or other departments promptly and professionally. This duty is performed daily, about 5% of the time.
7. Reviews prepared loan documents for accuracy before releasing information to lenders. This duty is performed daily, about 5% of the time.
8. Approve specified placeholders in nCino to ensure offload to onBase. This duty is performed daily, about 5% of the time.
9. Upload documentation as provided by lending staff to onBase. This duty is performed daily, about 5% of the time.
10. Responds to requests and tickets through assigned rotation. This duty is performed daily, about 5% of the time.
11. Prepare administrative renewals as requested and complete onBase checklists for each loan before releasing documentation. This duty is performed daily, about 5% of the time.
12. The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
13. Completes required BSA/AML training and other compliance training as assigned. This duty is performed quarterly.
14. Perform any other related duties as required or assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education And Experience
High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 2 years related experience and/or training, or equivalent combination of education and experience.
Communication Skills
Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence. Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
Critical Thinking Skills
Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.
Required Certificates, Licenses, Registrations
Not indicated.
Preferred Certificates, Licenses, Registrations
Not indicated.
Software Skills Required
Advanced: Alphanumeric Data Entry, Word Processing/Typing
Basic: 10-Key, Payroll Systems
Working Conditions
Periodically exposed to such elements as noise, intermittent standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable.
Environmental Conditions
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Activities
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Highly repetitive, low physical. Highly repetitive type of work which requires concentration in the performance of tasks for consistent time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.
Additional Information
- Two (2) years of related experience and/or training - Must possess strong communication skills and good documentation/organizational skills - Ability to work effectively in a team environment as well as accomplish work assignments under minimal supervision and tight schedules - Excellent customer service skills - Experience with Microsoft Office suite such as Word, Excel, and Outlook a must - Applicant should have experience servicing customer needs in a fast-paced environment