Senior Document Preparation Specialist CRE, Miami FL

Senior Document Preparation Specialist CRE, Miami FLFocuses on Commercial Real Estate Loans. Depending on the type of the loan, either prepares loan documentation in-house, or coordinates the preparation of documents by attorneys. Reviews all loan documentation for accuracy and ensures closing conditions have been met prior to closing. Provides approval to move forward with closing. Review Commercial Real Estate Loan documentation requests to verify a complete loan package and/or adequacy of credit limits prior to document preparation and/or closing. Prepare loan documents in-house for new loans and renewals, depending on loan type, complexity and/or amount.Handle attorney bid requests and selection process.Prepare engagement letters and forward loan packages to attorneys to prepare documents for new loans and renewals, depending on loan type, complexity and/or amount.Follow up with attorneys and keep all parties informed of progress and pending items.Review in-house and attorney prepared loan documentation to make sure there are no mistakes and that all closing conditions are met prior to closing, including title search and/or commitment.Review Flood, Hazard, Windstorm, Liability and Content insurance documentation to ensure adequacy and prepare Flood Analysis form, as applicable.Handle commitment fees and prepare disbursement instructions.Perform all escrow analyses and prepare amortization schedules, depending on loan plete applicable checklists.Make sure cases are properly processed through the applicable workflow system.Mentor junior doc prep staff and serve as a source of information and assistance.Daily inter-company contact (e.g., emails, phone calls, etc.)Maintain production log of all loans processed.Assist and back-up the Document Preparation Supervisor, and other doc prep staff as needed. Minimum Education and/or Certifications Requirements: Undergraduate degree, preferably in business, finance, or accounting in addition to banking related courses. Minimum Work Experience Requirements: Five or more years'' experience in preparing commercial Real Estate loan documentation, including experience in reviewing attorney prepared loan documentation and working with attorneys to get the loan ready to close, in addition to reviewing and resolving insurance and title related matters. Technical and/or Other Essential Knowledge: Skilled in loan documentation software particularly LaserPro. Experience with MS Office, particularly proficient in MS Word and Excel; Powerpoint a plus. Fiserv AS/400 a plus, Sound time management and organizational skills. Superior communication skills.Knowledge of all insurance requirements, such as Hazard, Windstorm, Liability and Flood. Knowledge of title insurance; ability to review and understand title commitments and exceptions. Knowledge of Commercial Real Estate Loan structures, terms and conditions and legal documentation, including mortgage and other real estate related documentation. Functional Skills & Knowledge Requirements: Must be a team player, have the ability to work under pressure, have a professional image and be able to resolve problems and conflicts. Must be able to prioritize work and effectively manage time. Must possess business communications, skills; effective writing and presentations, in addition to customer service skills. Working Conditions: Sit at desk using computer, handling paperwork and/or communicating with attorneys about 90% of the time, with approximately 10% in meetings, training and other interactions.

Created: 2021-11-29