Loan Document Preparation Specialist
3 hours ago
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 Associate
- Employment type Full-time
- Job function Administrative
- Industries Banking
Referrals increase your chances of interviewing at Prism Bank by 2x
Inferred from the description for this jobMedical 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 SpecialistOklahoma 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-
Bilingual Customer Service
6 days ago
Oklahoma City, OK, United States Sun Loan Full timeAs 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....
-
Commercial Loan Documentation Specialist
2 weeks ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription 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...
-
Commercial Loan Documentation Specialist
1 week ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription 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...
-
Closing Documentation Specialist
1 week ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription 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:...
-
Closing Documentation Specialist
4 days ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription 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:...
-
Closing Documentation Specialist
22 hours ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription 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:...
-
Commercial Funding Documentation Specialist
10 hours ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription This position is primarily responsible for preparing and ensuring proper documentation is in place to establish a legally binding contract with borrowers for commercial loans. The position is also responsible for securing liens on collateral, and ensuring loans comply with internal bank policies, as well as federal and state regulations post...
-
Commercial Funding Documentation Specialist
2 weeks ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription This position is primarily responsible for preparing and ensuring proper documentation is in place to establish a legally binding contract with borrowers for commercial loans. The position is also responsible for securing liens on collateral, and ensuring loans comply with internal bank policies, as well as federal and state regulations post...
-
Commercial Funding Documentation Specialist
3 days ago
Oklahoma City, OK, United States MidFirst Bank Full timeDescription This position is primarily responsible for preparing and ensuring proper documentation is in place to establish a legally binding contract with borrowers for commercial loans. The position is also responsible for securing liens on collateral, and ensuring loans comply with internal bank policies, as well as federal and state regulations post...
-
Loan Collateral Specialist
2 weeks ago
Oklahoma City, OK, United States First Fidelity Bank Full timeSUMMARY: The Loan Exceptions & Collateral Specialist must have a thorough understanding of most types of loans and other related requirements and can independently act to meet those requirements. Gathers, compiles, and evaluates information, as well as obtains documents necessary to remove collateral exceptions and file liens. Works under minimal supervision...