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Associate Loan Documentation Processor

  • Job
    Full-time
    Entry & Junior Level
  • Customer Relations
    Banking & Finance

AI generated summary

  • You need 6+ months in customer service, loan administration, collections, or sales, demonstrated through work, training, military experience, or education.
  • You will prepare and review loan documents, correct errors, improve processes, perform routine tasks, and collaborate with your team while escalating issues to your supervisor.

Requirements

  • 6+ months of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Experience in customer service, loan administration, collections, or sales environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

  • Support in preparing loan documents for review, reviewing completed loan packages against system data and correcting errors in loan packages
  • Identify ways to improve individual work processes within established procedures
  • Perform routine administrative and operational tasks related to loan documentation
  • Receive direction from Loan Documentation supervisor and escalate questions and issues to more experienced individuals
  • Interact with immediate Loan Documentation team on basic information related to the routine loan documents review process

FAQs

What is the main responsibility of the Associate Loan Documentation Processor?

The main responsibility is to prepare loan documents for review, ensure completed loan packages are accurate, and perform routine administrative tasks related to loan documentation.

What qualifications are required for this position?

A minimum of 6 months of experience in customer service, loan administration, collections, or a sales environment, or equivalent experience through work, training, military service, or education is required.

What are the opportunities for process improvement in this role?

The role encourages identifying ways to improve individual work processes within established procedures, allowing for personal growth and optimization of tasks.

Is there a team involved in the loan documentation review process?

Yes, the Associate Loan Documentation Processor will interact with the immediate Loan Documentation team regarding basic information related to the routine loan document review process.

Who should I escalate questions or issues to during my work?

Employees are encouraged to escalate questions and issues to more experienced individuals, as well as seek direction from the Loan Documentation supervisor.

Does the company value diversity in its hiring practices?

Yes, Wells Fargo is committed to diversity, equity, and inclusion in the workplace and welcomes applications from all qualified candidates, regardless of various protected characteristics.

Is there any support for applicants with disabilities?

Yes, accommodations for applicants with disabilities are available upon request during the recruitment process.

Are drug testing and a drug-free workplace policy in place?

Yes, Wells Fargo maintains a drug-free workplace and has a Drug and Alcohol Policy that outlines these requirements.

How does Wells Fargo approach risk management in the workplace?

Wells Fargo emphasizes a strong risk-mitigating and compliance-driven culture, holding employees accountable for adhering to risk and compliance obligations while making sound risk decisions.

What should candidates know about the application process?

Candidates should directly represent their experiences during the recruiting and hiring process, and third-party recordings are prohibited unless authorized by Wells Fargo.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.