Loan Documentation Specialist - Single Family Residential Loans

Req #
Loan & Credit Operations
Irving, TX - Las Colinas
Monday - Friday 8:00am - 5:00pm
Company Name
PlainsCapital Bank

Job Summary

Under limited supervision, assists in processing daily Single Family Residence loan documentation requests by tracking the loan pipeline. Prepares early disclosures and orders flood certificates, title work, appraisals, and appraisal reviews as needed.  Works with the title company to ensure the HUD is completed correctly and then reviews/approves HUD statements. Verifies that loans are closed according to regulatory and loan policy standards and ensures that all requests are fulfilled within designated guidelines. Orders and reviews loan document as well as funds loans. This position will support the Commercial Single Family Residence loan closings.

Essential Functions

  1. Prepares early disclosures.
  2. Contacts title companies for estimated fees.
  3. Tracks loan pipeline and maintains a volume of approximately 25 loans.
  4. Orders flood certificates and follows flood procedures when a property is in a flood zone.
  5. Orders title work and corresponds with the title company in coordinating the closing.
  6. Compares credit scoring system and pricing matrix to ensure correct rate is being given.
  7. Prepares appraisal engagement letters and orders appraisal reviews as requested.
  8. Reviews and approves HUD.
  9. Prepares order sheet and provides attorney with required items to order loan documents.
  10. Verifies initial and final APRs are within tolerance and that the loan is closing within the required Regulation Z standards.
  11. Runs HPML calculations and calculates escrow amounts on required loans.
  12. Calculates funding amounts, sends required items to Note Department for booking, and inputs wire information into wire system.
  13. Acts as backup for consumer residential loan closings.
  14. Reviews and prepares final closing package and ships to Lubbock credit department.
  15. Performs other duties as assigned.

Job Requirements

  • High School diploma, general education degree (GED), or equivalent required.
  • 2 years of experience in lending or loan operations field required.
  • Knowledge of real estate loan documentation required.
  • Knowledge of Flood Regulation requirements preferred.
  • Excellent verbal, written and interpersonal communication skills.
  • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
  • Excellent time management, organizational, and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.
  • Must be self-motivated with strong attention to detail and high level of accountability.

About the Company

At PlainsCapital Bank, we’ve always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and $198.8 million, they began growing the bank one relationship at a time.


Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. We have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.      


To learn more, please visit us online at


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