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DOCUMENTATION SPECIALIST

BayCoast Bank
41294.00 To 51617.00 (USD) Annually
United States, Massachusetts, Westborough
Sep 26, 2024

POSITION TITLE: DOCUMENTATION SPECIALIST

DEPARTMENT: PRIORITY FUNDING, LLC

LEVEL: 105

FUNCTION:

Under the general supervision of the Vice President and Documentation Manager, the Documentation Specialist assists in a variety of duties to ensure the proper closing of manufactured home loans.

DUTIES:

  1. Works with Loan Officer, Processors, Closing Attorneys, Paralegals, etc. to generate closing documentation for manufactured home loans.
  1. Understands federal and state-level lending laws and closing procedures to ensure proper generation of loan documents.
  1. Conducts pre-closing compliance reviews and post-closing quality control reviews of loan packages.
  1. Handles post-closing loan duties including the delivery of closed loan files to client lenders for secondary market sale; working with sources, vendors and customers to correct documentation issues; filing of UCC's and other lien perfect instruments; etc.
  2. Handles general customer service issues and answering of phone calls.
  3. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer new business to different areas of the Bank, Partners Insurance Group, Plimoth Investment Advisors, and BayCoast Mortgage Company
  4. Performs additional duties as requested.

Knowledge/Skills/Experience Requirements:

Knowledge of mortgage regulations regarding closing documentation. Must have good written and verbal communication skills and be proficient in Microsoft Word and Excel. Good time management ability and interpersonal skills required.

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