Document Specialist in Richardson, TX at Aston Carter

Posted: 11/8/2019

Job Snapshot

  • Employee Type:
    Contract to Hire
  • Posting ID:
  • Pay Rate

Job Summary

A large financial institution is looking to bring on candidates with loan booking and commercial loan experience!

Banks are being forced to move away from utilizing LIBOR as their prime interest rate and are instead now using SOFR.
This is requiring all new loans to be booked utilizing the SOFR rate. They'll be booking these loans in Loan IQ.

Primary responsibility is to prepare/review documentation in accordance with Bank policies and procedures, to facilitate closings with the client. Works on routine to more complex documentation as assigned by Market Leader or designee. Interfaces with company vendors, legal counsel, line partners and clients to ensure world-class documentation accuracy. Completes primary financial booking and initial loan funding. Maintains primary responsibility for accuracy of documentation and SOR financial data, timely delivery of documents, and elimination of controllable re-work.
LOB Job Description
The Doc Admin II for the Fulfillment Team will handle functions relating to credit events for standard corporate and commercial loans. Key responsibilities include booking new facilities, amending existing deals, and managing the incoming and outgoing payments required from the Borrower and Lenders. Must be proficient in Excel and attention to detail is crucial. Effective communication with business partners, clients, and peers is essential in order to foster a cohesive environment. Must have some knowledge of commercial loans and accounting systems.
Required Skills:
Experience with complex computer systems or programs
Strong technical and analytical skills
Finance, accounting or math background
Must be able to multi-task
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Customer Service
Complex legal contract review and analysis
Commercial Loan experience
Problem solving

About Aston Carter:

Aston Carter is a distinguished global provider of recruitment and staffing services to companies requiring highly specialized business professionals. As a Best of Staffing® Client and Talent leader, Aston Carter has an unrivaled commitment to delivering first class service to clients and business professionals across a variety of disciplines, including Accounting and Finance as well as Governance, Risk and Compliance. With more than 60 offices across Europe, Asia Pacific and North America, Aston Carter provides local, regional and global expertise to drive value and meet our customers' unique needs. Aston Carter is a division of Aerotek. Aerotek is an operating company of Allegis Group, a global talent solutions provider.

Contact Information

Kerri Taylor