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Documentation Specialist

MidFirst Bank

Oklahoma City, OK
Job Code:
  • Financial Services
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Job Details

Job Title: Documentation Specialist
Company: Midfirst Bank
Jobid: 9687
Job Type:
Location: Oklahoma City, OK 73101


Position Description:

This position is primarily responsible for ensuring properly executed documentation is received and bank’s risk is mitigated. Position is also responsible for ensuring loans comply with internal bank policies, as well as federal and state regulations. Tracks exceptions and advises lending staff on documentation issues.

Position Requirements:

1. Audit all loan documentation to assure receipt of original documents and enters follow-up items and exceptions into tracking system with appropriate tickler dates.
2. Evaluate and analyze insurance policies to determine if the coverage amount meets or exceeds bank policies and/or federal regulations.
3. Analyze loan documentation to identify and certify bank and regulatory policies are met.
4. Receive and evaluate UCC Lien Searches to validate MidFirst Bank’s lien position.
5. Ensure holds are placed on deposit accounts and possessory collateral is properly dispensed.
6. Review incoming documents to clear exceptions and update tracking system accordingly.

1. 1 to 2 years of loan auditing or processing experience is preferred.
2. Excellent interpersonal, written and oral communication skills are required.
3. Ability to make sound decisions and produce quality work under general or limited supervision.
4. Working knowledge of more complex commercial style transactions
5. Working knowledge of credit agreement covenants, loan documentation in multiple states, Article 9, UCC and other federal and state regulations.
6. Working knowledge of commercial and consumer lending policies.
7. Excellent critical thinking and problem solving skills.
8. Excellent teamwork skills.
9. Excellent PC skills, including MS Word, MS Excel, and programs used to generate loan documents.
10. Ability to adjust priorities to changing circumstances and maintain quality in fast-paced atmosphere.
11. Great organization skills and very detailed oriented.

The above statements are intended to describe the general nature and level of work being performed by personnel assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. Incumbent may perform other duties as assigned.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.



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