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Central Loan Documentation Manager

Oklahoma City, OK
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Careers - First Fidelity Bank N.A.

Central Loan Documentation Manager

Location: 39th Expressway
Department: Loan Operations
Specific Hours: M-F 8:00am-5:00pm
Avg. Hours (Per week): 40
# of openings: 1
Type: Full-Time
FLSA Status: Exempt


At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay and paid time off for work/life balance. We are dedicated to giving back to the communities we serve, and we encourage our employees to participate in charitable giving and volunteer opportunities. One of our Core Values is to provide a caring place to work where people truly enjoy coming to work each day. Colleagues of First Fidelity Bank take pride in working here, make lasting friendships and have fun!


This position is primarily responsible for managing the preparation, delivery, and accuracy of loan documentation for all branches of the bank. Specific responsibilities include managing the personnel and documentation preparation systems used in creating consumer and commercial loan documents for the bank.  Manages the documentation; directs the personnel and processes used to ensure accurate and compliant loan disclosures and collateral documents – and ensures the delivery of those documents in a timely manner. Manages the Post Loan review process, ensuring liens are filed timely and exceptions are accurately tracked and documents are moved to imaging timely.  Assists in the conversion of acquired commercial and consumer loan portfolios.  Establishes, maintains, and manages Quality Assurance programs related to commercial and consumer documents; Responsible for resolving systems issues between various server-based applications and the bank’s service provider.


This list includes the current primary responsibilities of this position.  It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

  • Manages the work of the doc prep personnel; determines work priorities; schedules work assignments; selects, orients, trains, and evaluates work performance of subordinates; assures processing deadlines are consistently met; fully responsible for hiring staff, counseling, and other personnel actions. Assists in daily operations as needed to meet daily deadlines.
  • Acts as liaison between Loan Doc and Loan Review personnel Commercial Relationship Managers and Portfolio Managers to determine, address and resolve loan documentation issues. This responsibility is to effectively allow doc prep and review to minimize the number and severity of documentation exceptions, ensure regulatory compliant documentation, and provide high quality collateral documentation.
  • Identifies, develops, and recommends revision of internal standards, policies, operating procedures, and new programs to improve efficiency; provides staff with clear concise written guidelines; minimizes losses through effective internal controls.
  • Makes decisions based on what is best for clients, account officers, and the Bank; assures quality customer service to all loan customers; has authority to take calculated risks after evaluation of pros and cons.
  • Allocates resources to support new departmental projects – conversions, acquisitions, new product development, processing system updates, etc.  Works closely with the Department Director, Sr. Credit officer, and others to assure seamless transition between old and new systems and procedures.
  • Represents the Loan Doc unit in meetings with branch offices, account officers, department managers, etc.; organizes formal staff meetings.
  • Coordinates employee development; provides open communication with staff; ensures that all employees are informed of upper management decisions; makes staff meetings and employee development a high priority; identifies training needs of department.
  • In conjunction with the Department Director, serves as lead compliance contact for Loan Operations department in coordination with the bank’s Compliance Officer. Responsible for thorough knowledge and management of policies/procedures essential to the bank’s compliance with the following regulations: Reg B – Equal Credit Opportunity Act; Reg. C – Home Mortgage Disclosure Act; Reg. Z – Truth in Lending and Competitive Equality Banking Act; Flood Disaster Protection Act; and Real Estate Settlement Act (RESPA).
  • In conjunction with the Department Director, provides resources to bank personnel to assure compliance with assigned regulations. Efforts include: answering questions, implementing new or revised policy/procedure, assessing risk related to internal regulatory decisions, utilizing the bank’s Compliance Officer for authoritative assistance, and communicating with regulatory agencies as appropriate.
  • Responsible for administrating the bank’s loan platform. Responsibilities, new products, testing and implementing periodic releases, and resolving issues as they arise.
  • Manages the Post loan review , ensuring all loan related documents are imaged and indexed in a timely and accurate manner. 



  • At least two years experience in loan servicing or equivalent.


  • Minimum of five years experience in a loan documentation position.
  • Two to four years supervisory/managerial experience


  • Excellent management skills.
  • Excellent knowledge of state and federal regulatory requirements related to consumer, real estate and commercial loan disclosure and documentation.
  • Thorough knowledge of loan doc prep systems
  • Thorough knowledge of bank operations and procedures.
  • Excellent organizational skills.
  • Thorough PC skills with various software application packages.
  • Excellent communications skills, both oral and written.





Posted: 2019-05-16 Expires: 2019-06-15

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Central Loan Documentation Manager

First Fidelity Bank
Oklahoma City, OK

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