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Loan Document Preparation Jobs (NOW HIRING)

512Financial

Document Preparation Specialist

Houston, TX · Remote

$50K - $65K/yr

From VA and FHA to Conventional and Texas-specific loan types, you'll be the go-to expert for all ... Experience in mortgage document preparation or a related field, with a comprehensive understanding ...

Primebank

Loan Processor

Sioux City, IA · On-site

$18.75 - $25/hr

Prepare and understand commercial, agricultural and consumer loan documents required for new notes, renewals, and extensions, with accuracy * Request credit bureau and flood determinations * Monitor ...

Prime Bank

Loan Processor

Sioux City, IA · On-site

$18.75 - $25/hr

Prepare and understand commercial, agricultural and consumer loan documents required for new notes, renewals, and extensions, with accuracy * Request credit bureau and flood determinations * Monitor ...

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Loan Document Preparation information

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How much do loan document preparation jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for loan document preparation in the United States is $28.75, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $39.66 per hour, depending on experience, location, and employer.

What is loan document preparation?

Loan document preparation is the process of creating and organizing all the necessary paperwork required for a loan transaction. This includes drafting documents such as promissory notes, mortgage or deed of trust, disclosures, and other legal forms needed for approval and closing. The goal is to ensure all documents are accurate, compliant with regulations, and tailored to the unique terms of the loan. Proper preparation helps prevent delays, legal issues, and ensures both the lender and borrower understand their obligations.

What are the key skills and qualifications needed to thrive in loan document preparation, and why are they important?

To thrive in Loan Document Preparation, you need strong attention to detail, knowledge of lending regulations, and experience with mortgage or loan documentation, often supported by a background in finance or banking. Familiarity with loan origination systems (LOS), document management software, and compliance frameworks such as TRID and RESPA is typically required. Excellent organizational skills, time management, and clear communication set top performers apart. These skills ensure accurate, compliant, and timely processing of loan documents, minimizing errors and supporting smooth loan transactions.

What are some common challenges faced in a loan document preparation role, and how can they be managed effectively?

Professionals in Loan Document Preparation often face challenges such as tight deadlines, managing multiple loan files simultaneously, and ensuring strict compliance with regulatory requirements. Attention to detail is crucial, as even minor errors can delay loan closings or result in compliance issues. Effective time management, clear communication with loan officers and underwriters, and staying updated on changing regulations are essential strategies for success in this role. Many organizations also provide specialized software and checklists to support accuracy and efficiency.

What is the difference between Loan Document Preparation vs Loan Underwriting?

AspectLoan Document PreparationLoan Underwriting
Primary RolePrepares and organizes loan documents for processingEvaluates loan applications and assesses risk
CredentialsKnowledge of loan documents, basic financial skillsOften requires financial analysis skills, certifications like CU or FHA
Work EnvironmentOffice setting, document-focusedOffice or remote, analytical environment
Industry UsageUsed in mortgage, banking, and lending institutionsUsed in mortgage, banking, and lending institutions

Loan Document Preparation focuses on organizing and preparing loan paperwork, while Loan Underwriting involves evaluating the borrower's financial information to determine loan eligibility. Both roles are essential in the lending process but serve different functions within the loan lifecycle.

More about Loan Document Preparation jobs

What states have the most Loan Document Preparation jobs?

States with the most job openings for Loan Document Preparation jobs include:

What job categories do people searching Loan Document Preparation jobs look for?

The top searched job categories for Loan Document Preparation jobs are:

Loan Document Preparation jobs near you
Infographic showing various Loan Document Preparation job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 79% Full Time, 13% Part Time, 5% Contract, and 1% Nights. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $59,797 per year, or $28.7 per hour.

Document Preparation Specialist I

Gateway First Bank

Jenks, OK • On-site

Full-time

Posted 6 days ago

Job description

Document Preparation Specialist I JOB SUMMARY:
The Document Preparation Specialist I is responsible for preparing consumer and commercial loan documents including real estate secured loans, land trust mortgage loans, asset-based lines of credits, letters of credit and complex credits involving tenants-in-common. Works with the lending staff as well as loan operations staff to ensure documents are completed accurately and timely.
Document Preparation Specialist I ESSENTIAL FUNCTIONS (RESPONSIBILITIES):
* Assists lending staff on pre-closing documentation required for loan document preparation and loan closing.
* Works with lending staff (and Legal counsel, if applicable) to address any discrepancies and/or deficiencies with any request for a loan; processes and addresses concerns to develop a solution by analyzing information collected.
* Reviews and validates documentation collected by retail staff (i.e., lien/UCC searches, title searches, titles, certificates of ownership, flood determinations, etc.) to check for accuracy, completeness and compliance with loan approval.
* Reviews approved credit memos to determine type and structure of the loan in order to correctly identify and produce loan documents that accurately represent the loan commitment and terms offered to the borrower.
* Gathers all documents for loans, ensure adherence to all approved terms and conditions and proper perfection of all collateral within requested turnaround time.
* Resolves errors and/or discrepancies on document requests, by effectively communicating through responding in a professional and timely manner while maintain effectiveness when working on time sensitive transactions.
* Exercises awareness regarding possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
* Performs related responsibilities as required or assigned.
Document Preparation Specialist I REQUIRED QUALIFICATIONS:
Knowledge/Skills/Abilities
* Basic knowledge of consumer and commercial lending compliance requirements.
* Basic knowledge of consumer and commercial lending policies, procedures, and practices.
* Basic knowledge of various city, county and state filing requirements.
* Excellent interpersonal, oral and written communication skills.
* Proficient in MS Office applications.
* Ability to maintain composure under pressure.
* Exemplifies the Gateway Values: Stay Growth Oriented, Make a Difference, "Get it Done" Attitude, Be a Team Player, Do the Right Thing.
Equivalent Education/Experience
* High school diploma required.
* 0-2 years in loan documentation preparation field or related banking field.
* Experience with loan documentation software systems preferred.
* Experience with SBA lending preferred.
Document Preparation Specialist I SPECIAL JOB DIMENSIONS:
Courtesy, tact and diplomacy are essential elements of the job.
NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

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