Loan Documentation Specialist at Popular Bank in Edina, Minnesota

Job Description:

Position Title: Loan Documentation Specialist

Date: Dec 17, 2024

Location: Edina, MN, US, 55436

Company: Popular Bank

PEF Documentation

We are currently seeking a self-motived, highly driven Loan Documentation Specialist with strong administrative and interpersonal skills. This customer-focused professional must function well individually and collectively with various departments.

This is an exciting and challenging opportunity to work directly with our internal partners (sales & compliance), customers and vendors to provide superior customer service. In this position, the incumbent will help us serve as a dependable financial service provider to a variety of industries across the Unites States.

The ability to multi-task successfully, work under pressure and prioritize numerous tasks are essential.

In this position, you will:

• Coordinate with the sales and other internal departments in the lease preparation process

• Responsible for the accurate, timely and complete preparation of lease documents, which are generated using Drawloop within our SalesForce CRM
  
• Maintain transaction information and enter it into the lease management system (SalesForce)
  
• Manage daily customer requests and transaction maintenance, including follow up on open vendor invoices, any missing documentation, requesting proof of insurance, as well as processing payments to vendors
  
• Maintain specialized knowledge of the documentation department’s function, terminology, policies and procedures, and related laws and regulations at the local, state and federal levels.

To be considered, you will need:

• Associates Degree preferred with a minimum 3 years experience in the leasing industry
  
• Take initiative, think outside-the-box, and effectively manage priorities
  
• Detail-oriented with the ability to thrive in a fast -pace, ever-changing , highly collaborative environment
  
• Advanced organizational, verbal and written communication skills
  
• Strong working knowledge of MS Office software with a strong emphasis in Word and Excel; SalesForce experience preferred
  
• Excellent customer service skills
  
• Strong time-management skills
  
• Must be a team player

Salary Range Information

Our base salary for this position located in Minnesota generally ranges between $24.04 and $28.85 hourly, depending on business need and on your qualifications and experience. Base salary does not include incentive compensation, commission, or any other type of remuneration or benefits.

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

Are you ready for a rewarding career?

Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
Connect with us!
LinkedIn | Facebook | Twitter | Instagram

If you are a California resident, please click here to learn more about your privacy rights.

Nearest Major Market: Minneapolis


Job Segment: Outside Sales, Business Development, Sales

PI256985141

Apply Now