Position: Document Retention Specialists- Commercial Lending 

Openings: 2

Estimated Start Date: ASAP

Length of Assignment: 3 months, could be extended 

Hours per Week: 40

Work Schedule: 8-4:30, Half hour lunch

MUST:

• 2+ years of hands on experience with commercial lending 
• Experience with commercial loan documentation/documents 
• 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that’s not fully compliant with requirements i.e Missing documents (e.g., no signed guaranty), Expired items (e.g., outdated insurance certificate) , Unrecorded documents (e.g., mortgage not yet filed with the county) , Policy deviations (e.g., loan approved with a waived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).

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.