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Loan Documentation Process Jobs in Delaware (NOW HIRING)

Activities will include independently processing and closing loans within a complex loan operations ... Demonstrates a understanding of the loan documentation processes to identify policy gaps and ...

Review loan documentation to ensure that it meets the conditions set forth by Underwriting. * Process and close, at minimum the expected number of loans each month. * Communicate in writing and ...

Review loan documentation to ensure that it meets the conditions set forth by Underwriting. * Process and close, at minimum the expected number of loans each month. * Communicate in writing and ...

Meet all established sales and service goals. * Assist members with the loan application process, prepare loan documentation, book, and disburse loans utilizing appropriate systems. * Interview loan ...

Meet all established sales and service goals. * Assist members with the loan application process, prepare loan documentation, book, and disburse loans utilizing appropriate systems. * Interview loan ...

Loan Processor

Bear, DE · On-site

$18 - $24/hr

... loan process * Manage multiple loan files, collect and record customer information, and ensure ... Working knowledge of real estate documentation, underwriting policies, compliance, and procedures ...

Loan Processor

Bear, DE · On-site

$18 - $24/hr

... loan process * Manage multiple loan files, collect and record customer information, and ensure ... Working knowledge of real estate documentation, underwriting policies, compliance, and procedures ...

Loan Processor

Bear, DE

$18 - $24/hr

... loan process * Manage multiple loan files, collect and record customer information, and ensure ... Working knowledge of real estate documentation, underwriting policies, compliance, and procedures ...

Interpret and manage loan documents for an assigned portfolio, ensuring compliance with terms and ... Additional details about total compensation and benefits will be provided during the hiring process.

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Loan Documentation Process information

Is loan documentation processing a hard job?

Loan documentation processing can be a detailed and demanding role that requires strong attention to accuracy, organization, and knowledge of financial regulations. It often involves reviewing and preparing legal documents, which may require familiarity with loan agreements and the use of document management tools. The job can be challenging but is manageable with proper training and experience.

What is loan documentation process?

The Loan Documentation Process refers to the series of steps involved in preparing, reviewing, and finalizing all necessary paperwork required to approve and disburse a loan. This process ensures that all legal and regulatory requirements are met, and that the terms of the loan are clearly documented for both the lender and the borrower. Proper loan documentation helps prevent disputes, protects the interests of both parties, and facilitates smooth loan servicing and repayment. The process typically includes collecting financial documents, verifying borrower information, and executing loan agreements.

What is the difference between Loan Documentation Process vs Loan Underwriter?

AspectLoan Documentation ProcessLoan Underwriter
Primary RolePreparing, reviewing, and organizing loan documentsAssessing loan applications and approving or denying loans
Required SkillsAttention to detail, knowledge of loan documents, complianceRisk assessment, financial analysis, decision-making
Work EnvironmentOffice setting, often in banks or lending institutionsOffice environment, often in banks or mortgage companies
CertificationsTypically none required, but familiarity with lending regulations helpsCertifications like Loan Underwriting Certification are common

The Loan Documentation Process focuses on preparing and managing loan documents, ensuring accuracy and compliance. In contrast, a Loan Underwriter evaluates loan applications to determine approval based on risk analysis. Both roles are essential in the lending industry and often work closely together, but they serve different functions in the loan approval process.

What does a loan documentation process do?

A loan documentation process involves preparing, reviewing, and managing all necessary documents required to approve and fund a loan. It ensures that all legal, financial, and compliance requirements are met, facilitating a smooth loan approval and disbursement. Professionals in this process often use specialized software and must verify borrower information accurately.

What are some common challenges faced in the loan documentation process role, and how can they be managed effectively?

Professionals in the Loan Documentation Process often encounter challenges such as handling tight deadlines, ensuring accuracy under pressure, and managing large volumes of paperwork. It's essential to stay organized, regularly update checklists, and maintain open communication with loan officers, underwriters, and clients to proactively address any missing or incorrect information. Utilizing document management systems and staying up-to-date on regulatory changes can also help ensure compliance and streamline the workflow.

What are the key skills and qualifications needed to thrive in loan documentation process roles, and why are they important?

Success in a Loan Documentation Process role requires strong attention to detail, knowledge of banking regulations, and experience with loan documentation procedures, often supported by a finance or business-related degree. Familiarity with loan origination systems (LOS), document management software, and compliance tools is typically essential. Excellent organizational skills, problem-solving ability, and clear communication help professionals excel in coordinating between clients and internal teams. These skills ensure accurate, compliant, and timely loan processing, which is critical for minimizing risk and maintaining customer trust.
What are popular job titles related to Loan Documentation Process jobs in Delaware? For Loan Documentation Process jobs in Delaware, the most frequently searched job titles are:
What cities in Delaware are hiring for Loan Documentation Process jobs? Cities in Delaware with the most Loan Documentation Process job openings:

Loan Documentation Specialist

Citigroup, Inc.

New Castle, DE • On-site

$61K - $86K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago


Citibank rating

8.3

Company rating: 8.3 out of 10

Based on 177 frontline employees who took The Breakroom Quiz

39th of 171 rated banks


Job description

The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices; demonstrates good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Individual must be accountable, ethical, results oriented, trustworthy, and credible.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Responsibilities:
  • This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
  • Activities will include independently processing and closing loans within a complex loan operations environment.
  • Integrates a solid understanding of industry and business standards and practices of loan documentation processes
  • Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
  • Applies judgment when interpreting data, preparing reports, and presents findings to management
  • Make resolution recommendations based on identified trends and facts
  • Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
  • Participates in and supports the implementation of projects and process improvement initiatives
  • Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
  • Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes.
  • Minimizes risk to the bank through a solid understanding of procedural requirements - provides solutions to reduce errors, to adhere to audit and control policies. Serves as a checker for systematic transactions as a last line of defense.
  • Timely escalation and resolution of all inquiries and issues related to loan documentation.
  • Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
  • Provides informal guidance and/or on-the-job-training to new team members
  • Works closely with own team and internal stakeholders in order to meet client needs
  • Has direct interaction with external customers to disseminate or explain information
  • Individuals who are emerging as an expert in a specific skill set, business area or product, but who remain focused primarily on daily execution
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct business practices, escalating, managing and reporting control issues with transparency.

Qualifications:
  • 2 - 5 years relevant experience
  • Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
  • Demonstrate understanding of Loan Processes, Procedures, Products and Services
  • General awareness of managing, preparing, and reviewing loan documentation
  • Able to identify, mitigate, manage, resolve, and escalate risks and issues
  • Reasonable awareness of risk types, policies and control measures and processes
  • Comply with applicable laws, rules, and regulations, and adhering to Policies

Education:
  • Bachelor's/University degree or equivalent experience

Job Family Group:
Operations - Transaction Services
Job Family:
Loan Documentation and Processing
Time Type:
Full time
Primary Location:
New Castle Delaware United States
Primary Location Full Time Salary Range:
$61,870.00 - $86,330.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Aug 19, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

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We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US