SBA Servicing and New Money Document Specialist

U.S. Bank

Document Specialist coordinating loan package preparation, compliance, and client communication for U.S. Bank.

Posted 7/8/2026full-timeSan Diego • California, Minnesota, North Carolina, Oregon • 🇺🇸 United StatesSeniorLead💰 $29 - $39 per hourWebsite

About the role

Key responsibilities & impact

Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames.
Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file.
Ensures compliance with internal policies, regulatory and investor requirements and customer service standards.
May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds.

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Typically eight or more years of relevant experience
Advanced knowledge of legal documents used to support applicable loan/lease processing
Ability to work with legal staff to solve complex documentation needs
Ability to apply critical thinking for all elements of loan documentation construction
Ability to master the bank’s documentation software
Comprehensive knowledge of closing policies and procedures, funding policies, underwriting requirements, governmental and agency requirements, terminology and automated processing systems
Comprehensive knowledge of applicable credit policies and approval processes for assigned product(s)
Ability to work effectively and accurately in a fast paced, high production, professional environment
Strong organizational skills
Effective verbal and written communication skills

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Loan ProcessingDocumentation Software MasteryClosing Cost CalculationFunding PoliciesUnderwriting RequirementsCredit PoliciesAutomated Processing Systems

Soft Skills

Effective CommunicationProblem SolvingOrganizational Skills