Loan Documentation Lead

Ontario, CA | Direct Hire

Post Date: 10/22/17 Job ID: 16101302-FS Industry or Function: Banking Compensation: $50,000 to $60,000

JOB DESCRIPTION: Under limited supervision, provide daily support, guidance and assistance to the Loan Documentation Specialists team.
Job Duties:

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.

• Assist Loan Documentation Specialist team members with questions regarding the LaserPro and LawyerPro systems

• Provides direction to Loan Documentation Specialists team on documentation requests to ensure the documents prepared comply with regulatory requirements as well as Bank policies and procedures

• Interact with Center/Department managers to identify and clarify any issues regarding documentation requests and documents needed

• Assist Loan Documentation Specialists Team with customized loan documents

• Assist in the preparation and review of documents from LawyerPro

• Work directly with management to monitor the timely preparation of all documentation requests to comply with Department standards

• Develop standard templates, as well as additional provisions within LaserPro as required

• Assist with testing of releases and updates for the LaserPro system

• Prepare documents for difficult to highly complex loans

• Assist with training the Documentation Specialist Team as new regulatory requirements are implemented

• Provide, present and promote Customer Service Experience to all external and internal customers.

Salary Range:
• $50,000 to $60,000

• Comprehensive Benefits package

Job Requirements:
• Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.
• Microsoft Word, Excel, LaserPro and LawyerPro.
• 10-key, ability to work in a fast paced environment; Occasional overtime.
Educational Requirements:
• Four year college degree preferred.


Michael Wilson
Director of Commercial Banking

I joined the TriStaff Group in November 2014 as the new Division Director of Banking when I relocated back to San Diego from Ontario, CA. I was hired to promote and expand the new Banking Division at TriStaff Group. Before joining the TriStaff team, I spent 10 years as Vice President, Talent Acquisition Manager for Citizens Business Bank in Ontario, CA, where I was responsible for all recruitment efforts of the bank. My Team and I focus on recruiting top-talent primarily in the Commercial Banking space for banks throughout California and nationwide. We specialize in placing Relationship Managers, Business Development Officers, Portfolio Managers, Business Bankers, Commercial Underwriters, Credit Analysts, Compliance & Risk Officers, Operations Managers, Regional Managers, Center Managers and Executive level professionals. We have placed many candidates with some of the top-rated banks in California and the nation. I’m excited to have the opportunity to build a Banking Division at TriStaff Group and to further promote the excellent reputation that TriStaff Group has in the market-place. I enjoy partnering with my clients to find top-talent to assist them in achieving their company goals, as well as helping a candidate enhance their career. I’m passionate about recruiting and building long-term relationships with clients and candidates. I was raised in Chula Vista where I attended Chula Vista High, Southwestern Junior College and San Diego State University. No matter where I have lived, I have always remained a loyal fan of the Chargers, Padres and Aztecs. I enjoy following the local sports teams, football, collecting sports memorabilia & art, gardening, traveling and enjoying the company of my pets.
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