Loan Document Preparation Specialist

1 week ago


Oklahoma City, United States Prism Bank Full time

1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The Loan Document Preparation Specialist supports the lending team by preparing, reviewing, and quality-checking loan documents for consumer and commercial loans. This role ensures compliance with regulations, collaborates with lenders and third parties, and provides guidance on documentation issues. Key Responsibilities Prepare and review loan documents for new loans, renewals, and modifications Ensure compliance with TRID timelines, federal/state regulations, and bank policies Work with lenders, title companies, and vendors to gather accurate information Review title commitments, construction binders, and supporting documentation Manage lien perfection (Deeds of Trust, Mortgages, UCC filings, etc.) Create/customize documents in LaserPro (Finastra) Maintain records in loan systems and HMDA reporting tools Provide support and guidance to lenders on documentation issues Required Qualifications High School Diploma or equivalent (required) Minimum 2 years of TRID loan document preparation experience (required) Experience with LaserPro (required) NMLS registration or ability to obtain (preferred) Commercial loan document prep experience (preferred) Experience with loan platforms (CSI, nCino, etc.) preferred Skills and Abilities Strong attention to detail and accuracy Excellent written and verbal communication skills Ability to manage multiple priorities and meet deadlines Proficient with Microsoft Word, Excel, and 10-key Strong problem-solving and organizational skills Professional, dependable, and customer-focused Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Administrative Industries Banking Referrals increase your chances of interviewing at Prism Bank by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for Loan Documentation Specialist roles. Commercial Loan Documentation Specialist Oklahoma City, OK $69,000.00-$125,000.00 1 month ago Assistant Opioid Response and Grants Coordinator *Billing, Media, and Reserves Specialist Administrative Assistant- Employee Relations (Part-Time) Oklahoma City Metropolitan Area 6 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



  • Oklahoma City, OK, United States Prism Bank Full time

    1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The Loan Document Preparation Specialist supports the lending team by preparing, reviewing, and quality-checking loan documents for consumer and commercial loans. This role ensures compliance with regulations, collaborates with lenders and third...


  • Oklahoma City, OK, United States Sun Loan Full time

    As a Customer Service Loan Specialist, you will work with customers to explain our offerings, as well as conduct outreach to customers who are overdue on loan payments, working with them to identify solutions. The Customer Service Loan Specialist supports the Branch Manager in creating a positive, supportive, and well-run office in the communities we serve....


  • Johnson City, Tennessee, United States BANK OF TENNESSEE Full time

    POSITION SUMMARYAs the Loan Documentation Closing Specialist, you are responsible for activities related to the preparation, review and processing of loan documentation for Consumer, Business, Commercial, Commercial Real Estate and Home Equity Lines of Credit (HELOC) loans. The Loan Documentation Closing Specialist ensures the documents requested comply with...


  • Oklahoma City, OK, United States MidFirst Bank Full time

    Description The Commercial Loan Documentation Specialist is responsible for mitigating bank risk by ensuring properly executed original documentation is returned as well as ensuring the loan system appropriately identifies whether the loan is pledgeable to bank regulatory authorities or not. The position is also responsible for ensuring all affirmative...


  • Oklahoma City, OK, United States MidFirst Bank Full time

    Description The Commercial Loan Documentation Specialist is responsible for mitigating bank risk by ensuring properly executed original documentation is returned as well as ensuring the loan system appropriately identifies whether the loan is pledgeable to bank regulatory authorities or not. The position is also responsible for ensuring all affirmative...


  • Kansas City, MO, United States Sun Loan Full time

    Hiring Immediately! For over 30 years, Sun Loan Company has been a trusted financial resource in over 200 communities, across seven states in the US, and seven locations in Mexico. ** Must be able to travel throughout West Missouri As a Traveling Customer Service/Collections Loan Specialist, this position supports the branch manager in maintaining a...


  • Kansas City, MO, United States Sun Loan Full time

    Hiring Immediately! For over 30 years, Sun Loan Company has been a trusted financial resource in over 200 communities, across seven states in the US, and seven locations in Mexico. ** Must be able to travel throughout West Missouri As a Traveling Customer Service/Collections Loan Specialist, this position supports the branch manager in maintaining a...


  • Kansas City, MO, United States Sun Loan Full time

    Hiring Immediately! For over 30 years, Sun Loan Company has been a trusted financial resource in over 200 communities, across seven states in the US, and seven locations in Mexico. ** Must be able to travel throughout West Missouri As a Traveling Customer Service/Collections Loan Specialist, this position supports the branch manager in maintaining a...


  • Oklahoma City, United States MidFirst Bank Full time

    The Documentation Specialist is responsible for mitigating bank risk by ensuring properly executed original documentation is returned as well as ensuring the loan system appropriately identifies whether the loan is pledgeable to bank regulatory autho Specialist, Monitoring, Skills, Banking, Healthcare, Collateral


  • Kansas City, United States Commerce Bank Full time

    A prominent financial institution in Kansas City is seeking a Commercial Loan Servicing Specialist to provide back-office operations support. Responsibilities include preparing loan documents, ensuring regulatory compliance, and managing loan accounting transactions. The ideal candidate has an Associate degree, at least one year of financial services...