Member Services Associate
Current• Prepare loan documents for mailing- cover letters, mailing labels, packaging, update of dates in system of record and team tracker- in adherence to process and legal requirements based on document type. Document types include New Facilities, Mortgages, Waivers/Mods/Consents/LUMS, Draw Period Extensions, Letters and Lines of Credit, Guarantees, and One Card account transactions.• Collect required signature(s), seal, and notarize all loan documents as required by document type.• Perform peer review checklist to ensure completeness and accuracy of package prior to mailings.• Evaluate and facilitate correction of errors found in loan documentation, cross-functionally where needed with legal and PMG.• Assist Associate Vice Presidents (AVPs) and other internal stakeholders with ad-hoc requests and tasks needed to complete the loan document and funding process.• Compile Partial Release of Lien documentation and facilitate transaction through to completion using multiple lending databases and systems.• Initiate additional loan processes. This includes contact management creation/updates and attaching relevant files, and completion of system updates with accuracy (e.g., Financial Audits, BRRs, QA checklists etc.).• Validate quality assurance (QA) completion, credit risk completion, document and QA checklist uploads for assigned deals as part of QA final phase reviews.• Execute assigned deliverables to Loan Administration Operations and PMG upon request. Includes annual process tasks such as Ardmore audit document retrieval.• Coordinate and ensure handoff of tasks to downstream process stakeholders for timely processing.• Ability to perform MSA tasks using various software and workflow tools interchangeably.