Loan Modification Jobs Near Me

JOB DESCRIPTION

Wealth Management – PLP Modification Documentation Analyst

Location: Columbus, OH
Work Arrangement: 100% onsite, Monday–Friday
Schedule: Approximately 8:00 AM–5:00 PM
Pay Rate: $25.71/hr W2
Duration: 6-month contract
Overtime: May be required
Interview: One Zoom interview with at least two interviewers
Education: Bachelor’s degree preferred, but not required

Position Overview

The PLP Modification Documentation Analyst will prepare loan-modification packages for the Professional Loan Program within Wealth Management. The analyst will review approved credit requests, enter approved loan terms, perform KYC-related reviews, and ensure modification documents accurately reflect the approved transaction structure.

The position requires previous experience in a loan documentation, lending, credit, or underwriting-support environment. The analyst must possess strong Excel skills, excellent attention to detail, and the ability to independently manage documentation through completion.

Key Responsibilities

• Review approved credit requests, transaction structures, loan terms, covenants, and supporting documentation.
• Enter approved loan terms accurately into applicable lending and workflow systems.
• Prepare complete and accurate loan-modification packages.
• Ensure modification documents align with approved credit terms and internal standards.
• Review commercial credit documents and loan documents for accuracy, completeness, and consistency.
• Complete applicable KYC reviews and verify required due-diligence documentation.
• Confirm that pre-closing conditions and documentation requirements have been satisfied.
• Perform detailed quality reviews before modification packages are delivered to clients.
• Identify discrepancies between approved terms, supporting documents, and loan-system records.
• Partner with Credit, Underwriting, Lending, Compliance, Legal, and Sales teams to resolve documentation issues.
• Monitor outstanding documentation and follow through until completion.
• Manage an individual pipeline of loan-modification transactions.
• Provide clear status updates and escalate documentation or operational risks.
• Respond to requests received through the team inbox.
• Meet established turnaround, accuracy, quality, and service expectations.
• Support peer reviews, training, process documentation, and continuous improvement.

Required Qualifications

• Previous experience working in a loan documentation, lending, credit operations, underwriting-support, or comparable loan-processing environment.
• Experience preparing, reviewing, or processing commercial credit documents or loan documents.
• Ability to interpret approved credit terms and accurately enter loan information.
• Familiarity with KYC reviews, AML requirements, entity validation, or lending due diligence.
• Strong document-review, quality-control, and accuracy skills.
• Strong Microsoft Excel proficiency, including:
• • VLOOKUP
  • XLOOKUP
  • PivotTables
• Ability to work independently as a self-starter.
• Strong analytical, organizational, and problem-solving skills.
• Ability to manage multiple transactions and deadlines.
• Effective written and verbal communication skills.
• Ability to work onsite in Columbus five days per week.

Preferred Qualifications

• Bachelor’s degree.
• Experience preparing loan-modification packages.
• Commercial lending or wealth-management lending experience.
• Private banking or private wealth management exposure.
• Experience supporting loan officers, credit officers, or underwriters.
• Experience with pre-closing conditions and legal loan documents.
• Microsoft Access proficiency.
• Experience performing peer quality reviews.
• Experience maintaining a high-volume loan pipeline.

Top Skills

1. Commercial credit and loan documentation
2. Advanced Excel: VLOOKUP, XLOOKUP, and PivotTables
3. Quality review and attention to detail
4. Lending and underwriting support
5. KYC and due-diligence review
6. Independent pipeline management

Disqualifiers

• No experience in a lending, credit, underwriting-support, loan-documentation, or comparable financial-services environment.
• General banking or customer-service experience without hands-on loan-documentation exposure.
• Weak Excel skills or no experience with lookup functions and PivotTables.
• Inability to accurately interpret and enter loan terms.
• Inability to work onsite in Columbus five days per week.