Top 75 Loan documentation specialist Jobs in Oklahoma

Documentation Specialist- Post Closing Audit
MidFirst Bank —Oklahoma City, OK
- Microsoft Word
- Writing skills
- Mid-level
Loan Specialist II
Grand Bank —Tulsa, OK
- Full-time
- Microsoft Word
- Word processing
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
Crisis Intervention Specialist - Fri-Wed Shift - Remote
LIGHTHOUSE BEHAVIORAL WELLNESS CENTERS —Ardmore, OK
- $43.86 an hour
- Full-time
- Remote
- Addiction Medicine
- Licensed Clinical Social Worker
- LPC
- Health savings account
- Loan repayment program
Personal Banker
FIRST FIDELITY BANK —Tulsa, OK
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Opportunities for advancement
Quick Apply
Quality Assurance Specialist
Sovereign Bank —Oklahoma City, OK
- $24.00 - $31.25 an hour
- Full-time
- Mid-level
- Office
- Finance
Quick Apply
Senior Medical Audit Specialist
The State of Oklahoma —Oklahoma County, OK
- $78,465 a year
- Full-time
- RN License
- 5 years
- Data analysis skills
- Paid holidays
- Flexible spending account
Loan Documentation Quality Control Specialist
MidFirst Bank —Oklahoma City, OK
- Microsoft Excel
- Mid-level
- Bachelor's degree
Documentation Preparation Specialist II
STRIDE BANK NA —Oklahoma City, OK
- Full-time
- Mid-level
- Office
- 3 years
Document Review Specialist
BOK Financial —Tulsa, OK
- Mid-level
- Office
- Analysis skills
Loan Documentation Specialist
ARMSTRONG BANK —Norman, OK
- Mid-level
- Office
- 3 years
Commercial Loan Documentation Specialist I
MABREY BANK —Tulsa, OK
- Full-time
- Microsoft Excel
- Customer service
- Office
Quick Apply
Information Technology Specialist (Systems Administration)
US Military Treatment Facilities under DHA —Tinker AFB, OK
- $89,508 - $116,362 a year
- Weekends as needed
- Background check
- Pass drug screening
- Travel
- Loan repayment program
5d
Documentation Risk Specialist II
BOK Financial —Tulsa, OK
- Mid-level
- Office
- Bachelor's degree
13d
Grant Management Specialist II
The State of Oklahoma —Oklahoma County, OK
- Up to $72,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Loan repayment program
2d
Consumer Loan Documentation Specialist II
MABREY BANK —Tulsa, OK
- Full-time
- Microsoft Excel
- Mid-level
- Office
Quick Apply
Mortgage Specialist
Sovereign Bank —Oklahoma City, OK
- $55,000 - $75,000 a year
- Mid-level
- Office
- High school diploma or GED
Quick Apply
Lead Medical Records Technician (Coder)
US Indian Health Service —Pawnee, OK
- $61,722 - $80,243 a year
- Online Application
- Background check
- Customer service
- Pass drug screening
1d
Loan Servicing Specialist III (Boarding)
BOK Financial —Tulsa, OK
- $58,000 - $68,000 a year
- Microsoft Outlook
- 5 years
- Word processing
LOAN SERVICING SPECIALIST
Great Plains Bank —Oklahoma City, OK
- Microsoft Excel
- Mid-level
- Office
Quick Apply
Foreclosure Specialist
Information Systems & Networks Corporation —Oklahoma City, OK
- Full-time
- Microsoft Outlook
- Mid-level
- SharePoint
- Disability insurance
- Health insurance
Quick Apply
13d

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Documentation Specialist- Post Closing Audit

MidFirst Bank -
Oklahoma City, OK

Apply Now

Job Details

Qualifications

Microsoft Word
Commercial banking expertise
Compliance with loan regulations
UCC law
Spreadsheets
Writing skills
Regulatory compliance
Internal employee customer service
Compliance standards auditing

Full Job Description

The Documentation Specialist is responsible for supporting the Bank’s risk mitigation efforts by ensuring properly executed original loan documentation is received, reviewed, tracked, and maintained in accordance with applicable bank policies, regulatory requirements, and legal documentation standards. This position is responsible for confirming that the loan system accurately reflects pledgeability to bank regulatory authorities and that affirmative covenant exceptions are established in accordance with legal loan documentation, credit memoranda, and credit policy. The role also supports ongoing borrower monitoring by reviewing covenant documentation submitted by lending personnel, clearing exceptions when appropriate and communicating documentation issues that require correction.

Essential Duties and Responsibilities

Review loan documentation to confirm receipt of required original documents and accurately enter follow-up items and exceptions into the tracking system with appropriate tickler dates.
Evaluate insurance policies to determine whether coverage meets or exceeds bank policy requirements and applicable federal regulations.
Analyze loan documentation to identify, validate, and certify compliance with bank policies, credit requirements, and regulatory standards.
Receive and review UCC lien searches to validate MidFirst Bank’s lien position.
Ensure deposit account holds are properly placed and possessory collateral is appropriately safeguarded.
Review incoming documentation to determine whether exceptions may be cleared and update the tracking system accordingly.
Maintain collateral records on the host system to ensure collateral information is accurate, complete, and appropriately monitored.
Interpret loan documentation, credit policy, and the Commercial Lender’s Handbook to support accurate documentation review and exception management.
Communicate documentation deficiencies to lending personnel and provide guidance regarding required corrective action.
Perform administrative duties, special projects, and other related responsibilities as assigned.

Minimum Qualifications

One to two years of loan auditing, loan processing, or related banking experience.
Excellent interpersonal, written, and verbal communication skills required.
Demonstrated ability to make sound decisions and produce accurate, high-quality work under general or limited supervision.
Working knowledge of complex commercial transactions.
Working knowledge of credit agreement covenants, loan documentation requirements across multiple states, Article 9, UCC requirements, and other applicable federal and state regulations.
Working knowledge of commercial and consumer lending policies.
Strong analytical, critical thinking, and problem-solving skills.
Strong teamwork, collaboration, and internal customer service skills.
Proficiency with Microsoft Word, Microsoft Excel, and systems used to generate or manage loan documentation.
Ability to adjust priorities in response to changing business needs while maintaining accuracy and quality in a fast-paced environment.
Strong organizational skills and exceptional attention to detail.

Disclaimer Statement

The statements contained in this job description are intended to describe the general nature and level of work performed by employees assigned to this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to assign or reassign, within reasonable limits and the scope of the position, duties and responsibilities at any time in order to meet operational and business needs.

Experience

Required

1 - 2 years: 1-2 years of loan document prep and auditing experience.

Education

Required

Some college or better in Business Administration or related field

Skills

Required

Microsoft Excel
Lending
Decision Making
Banking

Behaviors

Required

Thought Provoking: Capable of making others think deeply on a subject
Team Player: Works well as a member of a group
Loyal: Shows firm and constant support to a cause
Enthusiastic: Shows intense and eager enjoyment and interest
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Dedicated: Devoted to a task or purpose with loyalty or integrity

Motivations

Required

Goal Completion: Inspired to perform well by the completion of tasks
Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Preferred

Work-Life Balance: Inspired to perform well by having ample time to pursue work and interests outside of work
Growth Opportunities: Inspired to perform well by the chance to take on more responsibility

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

loan documentation specialist jobs in oklahoma

Documentation Specialist- Post Closing Audit

Loan Specialist II

Crisis Intervention Specialist - Fri-Wed Shift - Remote

Personal Banker

Quality Assurance Specialist

Senior Medical Audit Specialist

Loan Documentation Quality Control Specialist

Documentation Preparation Specialist II

Document Review Specialist

Loan Documentation Specialist

Commercial Loan Documentation Specialist I

Information Technology Specialist (Systems Administration)

Documentation Risk Specialist II

Grant Management Specialist II

Consumer Loan Documentation Specialist II

Mortgage Specialist

Lead Medical Records Technician (Coder)

Loan Servicing Specialist III (Boarding)

LOAN SERVICING SPECIALIST

Foreclosure Specialist

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Essential Duties and Responsibilities

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Disclaimer Statement

Experience

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Skills

Behaviors

Motivations

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