Loan Document Preparation Specialist

3 hours ago


Oklahoma City, OK, United States Prism Bank Full time

1 week ago Be among the first 25 applicants

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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

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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