Loan Documentation Specialist I

Regent BankTulsa, OK
7h

About The Position

Create loan documents and perform pre-documentation and post-documentation reviews on non-complex consumer and commercial loan requests by preparing, reviewing, and maintaining loan files under established procedures.

Requirements

  • High school diploma or equivalent required; associate degree preferred
  • 0–2 years of banking, loan operations, or documentation experience
  • Basic understanding of loan documentation and filing requirements
  • Attention to detail
  • Time management
  • Document accuracy
  • Willingness to learn

Responsibilities

  • Prepare standard consumer and commercial loan documents on non-complex loan requests using approved templates
  • Assist with pre-documentation file reviews for completeness and accuracy
  • Perform post-documentation activities including imaging, indexing, and file maintenance
  • Track receipt of executed loan documents and trailing items
  • Respond to routine internal inquiries related to loan documentation status
  • Identify documentation exceptions and escalate as appropriate
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service