loan documentation specialist

United Business Bank

<div><div><div>Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.</div></div><div><div>
About United Business Bank</div></div><div><div>
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.</div></div><div><div>
About the Position...</div></div><div><div>
The Documentation Officer (DO) is an onsite position and does not have remote opportunities.</div></div><div><div>
The Documentation Officer (DO) is responsible for compliant, effective and accurate preparation of loan documentation for various new, renewed and modified loans of varying complexity. The Documentation Officer will coordinate efforts with account officers, title companies, and other departments to obtain all required supporting documentation in accordance with the banks loan file compliance functions. They will ensure that clients are served promptly, courteously, efficiently and professionally. The Documentation Officer will assist the Documentation Manager in reviewing documents for accuracy and compliance with applicable regulations and bank policy and is also responsible for assisting in training new loan personnel, monthly tracking and reporting functions. They will make process improvement recommendation to the Documentation Manager will perform all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also assist the Documentation Manager with projects and other duties as assigned.</div></div>
About You... 
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: High school graduate or equivalent required. College Degree preferred.
Required Knowledge: Knowledge of Loan Documentation, and Note Department policies and procedures. Thorough understanding of banking regulations and standard banking practices. Thorough knowledge of LaserPro.
Experience Required: Previous documentation experience and a minimum of 3 years+ bank experience in a Loan Department.
Skills/Abilities:<ul><li>
Good communication skills.</li><li>
Professional appearance, dress and attitude.</li><li>
Good math skills.</li><li>
Ability to use Microsoft Office software package.</li></ul>
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>

Documentation Officer

Consolidated Holdings Group

Our established company is growing and expanding rapidly! We are seeking a detail-oriented and highly motivated Corporate Paralegal to join our dynamic team in the Austin, TX area. This role will focus heavily on supporting our in-house legal and leadership teams with corporate and loan documentation, with occasional litigation support. The ideal candidate is a positive self-starter who thrives in a remote environment and enjoys managing complex transactional work. A thorough understanding of Texas corporate structures and real estate knowledge are a huge plus.Key Responsibilities Include:<ul><li>Draft, review, and maintain contracts and various corporate and loan documents</li><li>Research corporate, real estate, and regulatory issues as assigned</li><li>Coordinate with internal teams, lenders, outside counsel, and regulatory agencies to ensure timely, accurate filings and deliverables</li><li>Monitor deadlines, closing dates, and corporate and real estate documentation requirements</li><li>File documents with the Secretary of State, county clerks, and other applicable agencies</li><li>Assist with annual report filings and maintain corporate compliance with Texas state requirements</li><li>Provide support with compliance projects as needed and other job-related duties as assigned</li></ul>Qualification and Experience:<ul><li>Minimum of 3+ years of corporate paralegal experience with a strong working knowledge of corporate and loan documents required</li><li>Knowledge of Texas corporate structures, compliance, and real estate strongly preferred</li><li>Outstanding organizational skills and meticulous attention to detail</li><li>Excellent communication and interpersonal skills</li><li>High level of professionalism, discretion, and a commitment to producing quality work</li><li>Capable of managing multiple tasks in a fast-paced environment</li></ul>Education and Certifications:<ul><li>High school diploma or GED required; associate or bachelor&rsquo;s degree preferred</li><li>Paralegal certification strongly preferred</li></ul>Why Join Us?<ul><li>A supportive and collaborative work culture, and leadership that truly cares for its employees</li><li>Flexibility to work from home</li><li>Competitive compensation and a full-time benefits package designed to help employees stay healthy, feel secure, and maintain a quality work-life balance from day 1:</li><li>Generous PTO plan + 7 paid holidays a year</li><li>Health insurance with extraordinary employer contributions and no waiting period</li><li>Dental, vision, and life insurance benefits</li><li>401k plan with up to a 4% company match</li></ul>Pay: From $70,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li><li>Work from home</li></ul>Work Location: Remote

Corporate Paralegal

IDEX Consulting Ltd

My client is currently looking for a SIPP Property Specialist to join their team as a Client Relationship Manager. This is a remote role and can be based anywhere in the UK.Reporting to the Team Leader the successful candidate will provide specialised property, borrowing, loan back, third party loan and VAT expertise throughout the organisation. This role requires in-depth knowledge of property processes, regulations, and documentation to support Key CRMs with property-related matters including property purchases, sales, leases, VAT, borrowing, loan backs, third party loans and associated financial transactions.Key Responsibilities <ul> <li>The key focus of the role is to deliver an exceptional client experience, putting the client at the heart of everything you do to deliver great client outcomes</li><li>Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related queries and transactions</li><li>Work on leases and property sales documentation for accuracy and compliance</li><li>Work on both simple and complex property purchases, including those with borrowing</li><li>Work on loan backs, and third-party loans</li><li>Work on new borrowing or borrowing rollover documentation</li><li>Work on rent reviews</li><li>Handle all rental invoicing</li><li>Handle all scheme VAT returns</li><li>Provide technical guidance to Key CRMs on property, borrowing, loan back, third party loan and VAT related matters</li><li>Contribute to client meetings when property, borrowing, loan back, third party loan and VAT expertise is required</li><li>Explain complex property concepts and processes in clear, accessible language</li><li>Identify and mitigate risks associated with property, borrowing, loan back, third party loan and VAT work</li><li>Contribute to the training and development of other team members where required</li><li>Work with co-ordinators to maintain standards throughout the unit</li></ul> Key Experience <ul> <li>In-depth knowledge of property purchase and sale processes within pension schemes</li><li>In-depth knowledge of loan backs and third-party loan processes within pension schemes</li><li>In-depth knowledge of borrowing processes within pension schemes</li><li>Expertise in lease review and property documentation requirements</li><li>Strong understanding of property compliance requirements and risk factors</li><li>Knowledge of VAT as it applies to property transactions</li><li>Experience in reviewing complex property transactions and associated documentation</li><li>Understanding of investment administration for pension schemes</li></ul> As well as a competitive salary the company offers a company pension, DIS, Group income protection, health cash plan, 25 days holiday + Stats and many more.For more information please contact Graeme Hyland on or email Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

SIPP Property Administrator

Stellar Select Limited

Job Title: Loan Servicing Specialist - BridgingLocation: Hertfordshire Salary: Negotiable based on experience Hours: Monday to Friday 9 am to 5.30 pm Benefits: <ul> <li>Contributory Pension scheme</li><li>Private Medical Healthcare</li><li>Life Assurance</li><li>Dental Plan</li><li>Free eye tests</li><li>Annual leave purchase scheme</li><li>Social events</li><li>Refreshments</li><li>20 days annual leave with bank and public holidays on top</li><li>Perk box</li><li>Superb development opportunities</li></ul> About the position of Loan Servicing Specialist - Bridging: We are partnering with our client to recruit an ambitious and motivated Loan Servicing Specialist to join an established yet rapidly growing team. This is a unique opportunity to develop your expertise in bridging loans and take ownership of a diverse portfolio, including both performing and non-performing loans. We welcome candidates at all levels with experience in servicing bridging loans or from the development finance sector, including team leaders and managers. This role is ideal for anyone looking to accelerate their career, gain exposure to complex loan servicing, and collaborate closely with senior management to make a tangible impact. You will also have the chance to broaden your knowledge of loan management and contribute to the growth of a dynamic team. Responsibilities for the role of Loan Servicing Specialist - Bridging: <ul> <li>Communication with customers on all loans to ensure redemption is on track or alternative support/solutions are required.</li><li>Ensure the full collections, redemptions and default loans policy is met on all loans.</li><li>Ownership of redemption, bridge loans, commencing three months before loan completion or where indicated.</li><li>Liaise with clients and solicitors for the redemption of upcoming loans.</li><li>Prepare & review all redemption statements.</li><li>Ownership of all default cases, whether through receivership or the legal possession process and communicate with all parties involved.</li><li>Explore all options of forbearance in line with customers' circumstances.</li><li>Ensure loans are fully compliant with regulations and processes during the loan's life cycle.</li><li>Engage and manage all loan extension requests promptly.</li><li>Manage complex litigation cases which cannot follow the standard litigation process. These include, but are not limited to: defended possession claims, allegations of fraud, title problems and lease forfeiture.</li><li>Assist with monthly reporting.</li><li>Assisting with internal or external audit or review</li><li>Forge positive relations with internal and external teams.</li></ul> Experience and skills required for the role of Loan Servicing Specialist - Bridging: <ul> <li>Experience in Bridging Loan servicing or development finance exits is essential.</li><li>Background knowledge of regulatory and non-regulatory mortgage recovery processes.</li></ul> For more information regarding the role of Loan Servicing Specialist - Bridging, please get in touch with us. Stellar Select is acting as an employment agency and is a corporate member of the REC. Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.

Loan Servicing Specialist

Fintelligent

Are you an experienced Bridging Underwriter looking for a new opportunity? Our client, a boutique specialist lender based in the heart of London, is growing and is seeking a talented applicant to manage unregulated bridging loan applications from start to finish. This is your chance to be part of an exciting journey in a dynamic and fast-paced environment.With a competitive salary of £55,000 - £65,000, this Underwriter role offers you the chance to be part of a growing company in Central London.Our client is a boutique specialist lender located in London, known for its ambition and excellence in service. The company prides itself on providing innovative financial solutions to its clients, with a focus on unregulated bridging loans.As an Underwriter, you will:<ul> <li>Conduct due diligence to support lending outcomes.</li><li>Identify and address fraud, credit risks, and other issues.</li><li>Liaise with borrowers, solicitors, valuers, brokers, and internal teams.</li><li>Review application forms and legal documentation.</li><li>Prepare indicative terms and loan offer letters.</li><li>Manage loan information using Excel and CRM systems.</li><li>Assist in developing a loan management system.</li><li>Monitor industry news and prepare investment committee papers.</li></ul> Package and Benefits:The Underwriter role comes with a comprehensive package:<ul> <li>Annual salary of £55,000 - £65,000.</li><li>25 days paid annual leave plus bank holidays.</li><li>Company pension scheme.</li><li>Smart casual dress code.</li><li>Full-time position with working hours from 09:00 to 17:30, Monday to Friday, based in Central London.</li></ul> About YouThe ideal Underwriter will have:<ul> <li>At least 1 year of experience in a similar role at a bridge lender.</li><li>Ability to manually underwrite without automated systems.</li><li>Knowledge of AML/KYC regulations and loan types.</li><li>Proficiency in Microsoft Office, especially Excel.</li><li>Excellent communication, organisation, and customer service skills.</li><li>Methodical mindset with attention to detail and ability to multitask.</li></ul> If you're interested in securing your next career move as a Bridging Underwriter, this Underwriter position might be the perfect fit for you. The skills and experience required for these roles align closely with the responsibilities of an Underwriter in our client's company.This is a fantastic opportunity for an Underwriter to join a thriving lender in London. If you're ready to take the next step in your career and make a significant impact, we'd love to hear from you. Apply now and be part of a team that's shaping the future of lending.

Underwriter Bridging

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