Loan Documentation Specialist
3 weeks ago
Join our dynamic, growing team at MHB Financial. We are committed to providing working capital and exceptional customer service to small businesses throughout Canada.
MHB Financial is seeking a Loan Documentation Specialist who will play a critical role in ensuring all loan deals are equipped with the necessary documentation for the underwriting department. As the Loan Documentation Specialist, you will consistently follow up with brokers and clients to obtain the required documents and track clients needing loan renewals. You will also be responsible for completing loan contracts, coordinating client signatures, and addressing any inquiries from the underwriting department.
**Duties and Responsibilities**
- Ensure all loan deals possess the necessary documentation for the underwriting department.
- Consistently follow up with brokers and clients to obtain the required documents promptly. Demonstrate the ability to multitask and comfortably handle multiple follow-ups if necessary.
- Display exceptional organizational skills to manage and prioritize multiple loan deals simultaneously, ensuring efficiency and accuracy throughout the process.
- Keep meticulous track of clients in need of loan renewals and proactively initiate the renewal process promptly.
- Prepare loan contracts and promptly send them to clients for signature. Follow up with clients and/or brokers to ensure timely return of signed contracts within specified timeframes.
- Serve as a liaison between clients/brokers and the underwriting department, promptly addressing any queries or additional information requests.
**Requirements**:
- Strong communication and interpersonal skills.
- Exceptional organizational skills and ability to manage multiple tasks simultaneously.
- Detail-oriented mindset with an emphasis on accuracy and compliance.
- Ability to work under pressure and meet tight deadlines.
- Proficient in utilizing relevant software and tools for loan management and documentation.
- Demonstrated problem-solving skills and proactive approach to resolve issues promptly.
- Bachelor's degree in Business Administration, Finance, or a related field (preferred).
**What we offer**
- Work with smart, fun, and motivated teammates in a rapidly growing company
- Career and income growth
- Training, guidance, and direction
- Value your knowledge, experience, and improvements
- Celebration of team success
**Job Types**: Full-time, Permanent
**Salary**: From $50,000.00 per year
**Benefits**:
- Casual dress
- On-site parking
- Paid time off
Flexible Language Requirement:
- French not required
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus pay
- Overtime pay
Ability to commute/relocate:
- North York, ON M3J 2G9: reliably commute or plan to relocate before starting work (required)
**Education**:
- Bachelor's Degree (preferred)
**Language**:
- English (required)
Work Location: In person
Application deadline: 2023-08-21
Expected start date: 2023-08-28
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