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Loan Documentation Process Jobs in Delaware (NOW HIRING)

Citigroup, Inc.

Loan Documentation Analyst

New Castle, DE · On-site

$48K - $68K/yr

Activities will include independently processing and closing loans within a complex loan operations ... Designs and analyses moderately complex loan documentation reports to satisfy management ...

Citi

Loan Documentation Analyst

New Castle, DE · On-site

$48K - $68K/yr

Activities will include independently processing and closing loans within a complex loan operations ... Designs and analyses moderately complex loan documentation reports to satisfy management ...

New

Wsfsbank

Loan Servicing Specialist

Wilmington, DE

$38K - $62K/yr

... processing systems. * Reconcile and balance multiple general ledger and other suspense type ... Document, record and release various collateral tied to consumer and mortgage loan packages as ...

WSFS Bank

Loan Servicing Specialist

Wilmington, DE · On-site

$38K - $62K/yr

... processing systems. * Reconcile and balance multiple general ledger and other suspense type ... Document, record and release various collateral tied to consumer and mortgage loan packages as ...

Dover Federal Credit Union

Loan Officer I

Dover, DE · On-site

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 ...

Dover Federal Credit Union

Loan Officer I

Dover, DE · On-site

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 ...

JP Morgan Chase

Loan Origination Analyst

Newark, DE · On-site

$37K - $49K/yr

Job responsibilities * Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared ...

JPMorgan Chase & Co

Loan Origination Analyst

Newark, DE · On-site

$37K - $49K/yr

Job responsibilities * Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared ...

JPMorgan Chase & Co.

Loan Origination Analyst

Newark, DE · On-site

$37K - $49K/yr

Job responsibilities * Assist in the documentation and transaction closing process for loan origination by collaborating with team members to ensure all necessary documentation is accurately prepared ...

Thrive

Mortgage Loan Originator - 10191

Claymont, DE · On-site

$5.2K/mo

Perform outbound calls to applicants and work with the applicant to ensure receipt of required documentation critical to successfully move loans through the sales process to funding * Communicate ...

Thrive

Mortgage Loan Originator - 10191

Claymont, DE

$5.2K/mo

Perform outbound calls to applicants and work with the applicant to ensure receipt of required documentation critical to successfully move loans through the sales process to funding * Communicate ...

NVR, Inc.

Mortgage Loan Officer

Dagsboro, DE · On-site

Originate high quality loan applications and submit to the processing department along with all supporting documentation * Positively impact the customer experience, while maintaining weekly contact ...

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Loan Documentation Process information

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 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 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.

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 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 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 job categories do people searching Loan Documentation Process jobs in Delaware look for?

The top searched job categories for Loan Documentation Process jobs in Delaware 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 Process jobs near you

Loan Documentation Analyst

New Castle, DE • On-site

Citigroup, Inc.
Banking and Credit Intermediation • 5 - 10K employees

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 174 rated banks

People enjoy working here

Good employer

Recommended by students

Learn more about Citigroup, Inc.external

$48K - $68K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

The Loan Doc & Proc Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. 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.
  • Involves in providing day-to-day loan transactional processing which may include booking cash transactions and making payments, performing loan reconciliations, input of general ledger entries and (complex) calculations
  • Possible interaction with other counterparties around positions and outstanding balances/claims
  • Supports an expansive and/or diverse array of products (risk and control) /services.
  • Follows established procedures to identify and resolve problems related to loan documentation/processing activities that require investigation or research.
  • Make recommendations to management to support process improvement.
  • Resolves problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
  • Designs and analyses moderately complex loan documentation reports to satisfy management requirements, support/control activities, and the launch of products/services.
  • Makes evaluative judgments based on the analysis of factual information, and provides assistance in the implementation of loan documentation process improvements.
  • Minimizes risk to the bank through increased knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies. Often related, but not limited to loan documentation processes.
  • Timely management and escalation of all requests and issues related to loan processing
  • Has direct interaction with external customers to disseminate or explain information
  • Demonstrates an intermediate level of understanding of products and processes, and of how duties relate/integrate with others in the team and closely related teams
  • Demonstrates an excellent knowledge of Bank related systems
  • Utilizes communication, diplomacy and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information, while sensitive to audience diversity
  • Individuals at this level exhibit executional capabilities
  • 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 0-2 years of 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
  • 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:
$48,840.00 - $68,160.00
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:
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

Sourced by ZipRecruiter

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

View All Citigroup Inc Jobs

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