Company Description
Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer.
Purpose of the role
The Mortgage Document Specialist is a full-time, on-site position based at our Governors Hill corporate office, located in Symmes Township, Ohio. This position is responsible for preparing, reviewing, and managing mortgage-related closing documents to ensure accuracy, completeness, timeliness, and compliance with regulatory and internal standards.
Essential Duties and Responsibilities
- Document preparation skills, including experience with mortgage closing documents (Settlement Statements, Note, Mortgage, Loan Agreements, etc.) and other financial or legal document preparation.
- Proficiency in document management and document review, with attention to detail and accuracy in handling loan files and closings.
- Coordinating with title companies, loan processors, and loan officers to ensure efficient and timely closings.
- Works closely with legal department to ensure all commercial loan documents are accurate.
- Familiarity with mortgage lending processes, regulatory requirements, and basic legal terminology related to residential and commercial loans.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Basic computer skills, including experience with standard office software.
- Effective communication skills, including clear written and verbal communication with internal teams and external partners.
Education and Experience
- High school diploma or equivalent, required
- 3-5 years of mortgage-related experience, with at least 1 year of loan document creation required.
- Prior experience in banking, closing, mortgage lending, or at a title company is preferred.
- Additional education or relevant certifications in finance, banking, or paralegal studies are a plus.
Job competencies
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Organized and dependable
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Analytical and attention to detail
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Ability to problem solve and multi-task
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Verbal and Written Communication
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Self-Motivated
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice.
Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
