Loan Documentation Associate at Windsor Advantage, LLC. in Indianapolis, Indiana

Job Description:

Are you organized?

Are you data-driven?

Do you have a "how can I help" attitude?

Are you looking for a supportive work team?

If you answered "yes" to all of these questions - we should talk!

Position Summary:

The Loan Documentation Associate will be responsible for performing a variety of loan documentation compliance/internal reviews with a focus heavily concentrated on the preparation and review of loan closing documents, file indexing, building of liquidation preparatory documentation packages, and interaction with clients and third parties (e.g. Windsor clients (banks), insurance agents, attorneys, CPA's etc.). The ideal candidate will be expected to exercise discretion and judgment in carrying out their duties.

Required Education:

Bachelor's degree or equivalent experience.

Required Knowledge:

• Knowledge of commercial loan products and procedural compliance.
• Knowledge of legal and closing documents, insurance documents, construction documents, appraisal documents, and environmental documents preferred.
• Extensive knowledge of SBA/USDA, government guaranteed lending preferred.

Required Experience:

• Minimum 1-2 years related experience in administration, finance, or similar industry.
• Experience working effectively with off-site team members to complete projects.
• Experience with all forms of closing documentation and closing requirements preferred.
• Experience with all SBA product offerings preferred.
• Experience with USDA product offerings preferred.

Required Skills:

• Work software including Microsoft Office, Office 365, Adobe Suite.
• Strong verbal and written communication skills.
• Demonstrate a strong ability to effectively present information one-on-one as well as identify, analyze, and solve problems.
• Must be able to collect data, establish facts, and draw valid conclusions.
• Must be organized and detail oriented.
• Must be effective in group situations with other staff members.
• Exhibit critical thinking and complex problem-solving skills.
• Demonstrate ability to multi-task and meet critical deadlines.

Physical Demands/Work Environment Requirements:

Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must be able to sit or stand. Must have the ability to work the hours needed to fulfill the essential functions of the position.

Mental Demands:

Strong analytical skills and data-driven tactics are needed to contribute to increased results-oriented experimentations, measurements, and rapid implementation when striving for operational efficiency. The ability to interact well with others in a variety of working environments or conditions. The ability to demonstrate emotional control. The ability to demonstrate strong conflict resolution strategies, regarding both customer satisfaction as well as employee relations. Must have the ability to make decisions and exercise discretion when necessary.

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