Position: Document Retention Specialist – Commercial Lending
Company: Fulton Bank
Openings: 1
Estimated Start Date: ASAP
Length of Assignment: 2 months, could be extended
Hours per Week: 40
Work Schedule: 8-4:30, Half hour lunch
Work Location: Remote
Pay rate: $18- $20/hr
Bill rate: $38- $40/hr
Search: (“post closer” OR “post closing”)
MUST:
- 2+ years of hands on experience within post closing commercial lending
- Experience with collateral documents associated with commercial loans
- Ability to clear 15 conditions per week at minimum
- Reviewing support documents on commercial loans
- Has cleared out exceptions for commercial loans
- Strong experience with exception tracking concepts (an exception is anything that’s not fully compliant with requirements i.e Missing documents (e.g., no signed guaranty), Expired items (e.g., outdated insurance certificate) , Unrecorded documents (e.g., mortgage not yet filed with the county) , Policy deviations (e.g., loan approved with a waived requirement))
- Understands what constitutes a "document exception" (missing or unrecorded documents).
PLUS:
- Ncino
DAY TO DAY: Day to day, the Document Retention Specialist reviews QR/exception reports to clear open conditions on commercial loan files, tracks and resolves missing or incomplete documentation, ensures files are accurate and compliant, follows up consistently with internal teams to obtain required documents, identifies and escalates inconsistencies, and uses loan systems such as nCino or Nautilus while applying strong attention to detail, organization, time management, critical thinking, and clear written communication skills.