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The Private Trust Company, part of LPL Financial
Cleveland, Ohio
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Loan Documentation Specialist
This teammate is accountable for preparing and reviewing loan documentation and identifying exceptions, providing the highest quality of service to every customer. Essential Functions: Prepares consumer and/or basic commercial loan packages for closing in a timely, accurate and complete manner, ensuring that each loan is in compliance with established procedures, policies and government regulations Reviews completed consumer loan documents for team members and identifies changes that are needed before documents are released to the lender Orders flood determinations and property searches as requested Communicates with lenders and external vendors about details within documentation, raising approp
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