Documentation Specialist (Entry or Senior Level)

Company: Golden State Farm Credit
Location: Chico
Posted on: May 23, 2023

Job Description:

Do you like to dot your I's and cross your T's?Do you thrive in a fast paced environment that provides an opportunity to work independently and as part of a collabortative team? If you are savvy with numbers and have a critical eye with a strong attention to detail, then you may be the perfect candidate for Golden State Farm Credit's Documentation Specialist position. We are looking for a self-motivated individual to join the Loan Documentation Department. The ability to prioritize tasks based on importance and urgency, ensuring accuracy while meeting time sensitive deadlines, is essential in this position. Intrigued? Want to know more?If this sounds like you we encourage you to apply! DEADLINE TO APPLY: Open until filled. Salary Range: DOEGrade 9 (Entry Level): $43,332 - $63,763Grade 10 (Senior Level): $47,934 - $71,059POSITION SUMMARYThe Documentation Specialist reviews and prepares legal documentation for loans/leases and servicing actions, performs administrative duties, and answers inquiries. The years of experience, requisite knowledge and skills of the incumbent, and complexity of assignments will differentiate between the levels.ESSENTIAL FUNCTIONS: Document and Information Review and Preparation (45%)Reviews and analyzes checklist and information provided by authorized staff to determine which documents are requiredDetermines appropriate format for documentation based on credit typeEnters information into internal credit software applicationPre-screens, prepares and reviews documents to ensure compliance with Federal and State laws, FCA regulations, and Association proceduresQuality checks own work to ensure compliance and accuracy, and may review other's work for accuracy and complianceDocument Finalization (25%) May serve as a Notary for customersReviews executed documents to ensure accuracy, appropriate signature, and supporting documentation receivedWorks with title and escrow personnel to ensure escrow instructions are followed and to confirm disbursementsSends documentation to accounting and requests funding, as directedAdministrative Duties (30%) Tracks loan and lease status and outstanding items related to the credit actions by entering information into database and spreadsheetsPerforms hazard/flood insurance monitoring, including setting up ticklers and confirming accuracy of insurance certificatesPerforms delinquent real estate tax monitoring through report review, communicating delinquencies to Credit department, and generating borrower letters per procedureCompiles and inputs information into the UCC database to ensure first lien position. Monitors and completes UCC filings, continuations, searches, and terminations timelyCompiles and inputs information into the California Secretary of State database to ensure first lien position. Searches and monitors UCC filings and continuationsEnters and verifies information into DMV forms for paid out leasesConfirms receipt, scans and indexes relevant loan documentation into content management software and completes required filing and coordination with other staffMaintains current and documented procedures for specified function(s) within the departmentData Security and ConfidentialityAppropriately protects the confidentiality, security, and integrity of the Association's systems and data and clients' dataCommitment and Support of Association MissionUnderstands, applies, and supports the Association mission and vision statement in a positive, professional manner at work and with customers in all settingsKNOWLEDGE & SKILLS:Knowledge of documentation requirements for agricultural, and commercial loans/leases.Knowledge of title insurance, escrow practices and procedures.Knowledge of the agriculture, financial and real estate industry, and applied business mathematics and principles.Must be able to use computer technology and a wide variety of software applications, including Microsoft Office suite applications. Proficiency in NGS, OnBase, CS and Lien Solutions is required in this position and is a preferred qualification at the time of hire.Ability to effectively read, write, and communicate in the English language.Ability to prepare, edit, track, organize, and review data/documents timely and accurately.Skill in serving and working effectively with both external and internal customers in a professional, respectful manner.Skill in analyzing information and problem solving to formulate logical and objective conclusions.Skill in working independently, prioritizing tasks, and handling multiple projects simultaneously to complete work within imposed deadlines and in accordance with established policies and procedures.Skill to sort, analyze, and put into context complex documents.QUALIFICATIONS** This position is open to entry or senior level applicants. Position will be determined based on level of experience and knowledgeDocumentation Specialist:Education: High School DiplomaExperience: 1-2 years of experience in general office administration Or an equivalent combination of education and experience sufficient to perform the essential functions of the jobSenior Documentation Specialist:3+ years experience with loan documents, title company records and/or escrow experience Or an equivalent combination of education and experience sufficient to perform the essential functions of the jobPHYSICAL DEMANDSPositions in this class requires: typing, talking, hearing, seeing, and repetitive motions. May be required to lift up to 10 pounds, carry, push, pull or otherwise move objects while completing essential functions. This position is comprised of sedentary work which involves sitting at a computer a majority of the workday; walking and standing are required only occasionally. The employee is required to have close visual acuity to perform activities such as: preparing and analyzing data and figures, viewing a computer screen, and/or reading extensively.WORKING CONDITIONSEmployees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed. Golden State Farm Credit is an Equal Opportunity Employer and provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to: race (including traits historically associated with race, such as hair texture and protective hairstyles), relation (all aspects of religious belief, observances and practices including religious dress and grooming practices), color, national origin, ancestry, identity, gender expression, actual orperceived sexual orientation, marital status, military and veteran status, civil air patrol status, age, physical or mental disability, genetic information or medical condition, except where physical fitness is a valid occupational qualification or any other consideration made unlawful by federal, status or local laws. Applicable law also prohibits unlawful discrimination based on the perception that anyone has any of the foregoing characteristics. "National origin" also includes discrimination against an individual because of their primary language or because that person holds or presents the California driver's license issued to those who cannot document their lawful presence in the United States, as well as discrimination based upon any of the following: an indivudual's or the indivudual's ancestors' acutal or perceived physical, cultural, or linguistic characteristics associated with a national origin group; marriage to or association with individual's of a national origin group; tribal affiliation; membership in or association with an organization identified with or seeking to promote the interests of a national origina group; attendance or participation in schools, churches, temples, mosques or other eligious institutions generally used by persons of a national origin group; or a name that is associated with a national origin group An applicant's or employee's immigration status will not be considered for any Association employment purpose except as necessary to comply with federal, status or local laws. California law also prohibits discrimination against individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers on the basis of actual or perceived race, color, creed, religion, sex, physical or mental disability, genetic information or age. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Keywords: Golden State Farm Credit, Chico , Documentation Specialist (Entry or Senior Level), Accounting, Auditing , Chico, California