Closing Documentation Specialist
MidFirst Bank, Oklahoma City, Oklahoma, United States, 73116
Description
This role is within our Commercial Loan Services Department and is primarily responsible for preparing loan documentation and closing packages for private banking clients, including portfolio and non‑conforming mortgage products, ensuring loans comply with internal bank policies, as well as federal and state regulations.
Key Responsibilities
Ensures loan disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
Communicates with loan officers for any additional information needed to prepare loan disclosures
Orders flood certificates, background checks, fee estimates from title or online sources and other due diligence as required
Ensures work is completed by deadlines and accurately by planning, coordinating and monitoring daily activities
Miscellaneous duties as assigned
Position Requirements
Minimum two (2) years of relevant experience including one or more of the following:
Title company operations
Supporting mortgage or consumer loan transactions prior to closing
Preparation, review, analysis, and interpretation of legal documents
Customer assistance in private banking
Commercial, professional, health or disability insurance claims adjusting
Strong critical thinking and problem‑solving skills
Aptitude for analyzing and interpreting complex documents, identifying requirements, conducting supporting research, and determining appropriate next actions
Proven customer service experience
Excellent written and oral communication skills
Ability to make sound decisions and deliver high‑quality work under tight deadlines and limited supervision
Adaptable to shifting priorities while maintaining accuracy and attention to detail in a fast‑paced environment
Exceptional organizational skills and strong attention to detail
Highly proficient PC skills including Microsoft Office applications and loan documentation systems
Preferred Skills
Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations
Working knowledge of complex consumer loan transactions, including title reports and exceptions
Understanding of consumer lending policies and procedures
LaserPro experience
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 notice from the Department of Labor.
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Key Responsibilities
Ensures loan disclosures are prepared in accordance with the terms and conditions per the application and in compliance with regulatory requirements including TRID and Reg Z
Communicates with loan officers for any additional information needed to prepare loan disclosures
Orders flood certificates, background checks, fee estimates from title or online sources and other due diligence as required
Ensures work is completed by deadlines and accurately by planning, coordinating and monitoring daily activities
Miscellaneous duties as assigned
Position Requirements
Minimum two (2) years of relevant experience including one or more of the following:
Title company operations
Supporting mortgage or consumer loan transactions prior to closing
Preparation, review, analysis, and interpretation of legal documents
Customer assistance in private banking
Commercial, professional, health or disability insurance claims adjusting
Strong critical thinking and problem‑solving skills
Aptitude for analyzing and interpreting complex documents, identifying requirements, conducting supporting research, and determining appropriate next actions
Proven customer service experience
Excellent written and oral communication skills
Ability to make sound decisions and deliver high‑quality work under tight deadlines and limited supervision
Adaptable to shifting priorities while maintaining accuracy and attention to detail in a fast‑paced environment
Exceptional organizational skills and strong attention to detail
Highly proficient PC skills including Microsoft Office applications and loan documentation systems
Preferred Skills
Familiarity of TRID, Regulations B, Z, RESPA, Fair Credit Reporting Act, and other federal and state laws and regulations
Working knowledge of complex consumer loan transactions, including title reports and exceptions
Understanding of consumer lending policies and procedures
LaserPro experience
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 notice from the Department of Labor.
#J-18808-Ljbffr