Document Preparation Specialist I

Gateway; Jenks (OK); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Gateway First Bank in Jenks, OK is seeking a Document Preparation Specialist I to prepare consumer and commercial loan documents, including real estate secured loans and letters of credit. You will work with lending and loan operations staff to ensure documents are accurate and timely.

The role requires basic knowledge of lending compliance, strong MS Office skills, excellent communication, and the ability to handle time sensitive tasks while upholding policy and regulatory standards.

Qualifications

• High school diploma required and related banking experience preferred.
• Basic knowledge of consumer and commercial lending compliance and policies.
• Experience with loan documentation software systems is a plus.

Responsibilities

• Assists lending staff on pre-closing documentation and loan closing.
• Reviews and validates documents for accuracy, completeness, and compliance.
• Produces loan documents reflecting loan commitments and terms.
• Gathers documents and ensures proper perfection of collateral within turnaround times.
• Communicates clearly to resolve discrepancies and maintains regulatory awareness.

Skills

Interpersonal communication

Oral communication

Written communication

MS Office proficiency

Composure under pressure

Lending compliance knowledge

Filing requirements knowledge

Attention to detail

Education

High school diploma

Tools

MS Office

Job description

Document Preparation Specialist I JOB SUMMARY:

The Document Preparation Specialist I is responsible for preparing consumer and commercial loan documents including real estate secured loans, land trust mortgage loans, asset-based lines of credits, letters of credit and complex credits involving tenants-in-common. Works with the lending staff as well as loan operations staff to ensure documents are completed accurately and timely.

Document Preparation Specialist I ESSENTIAL FUNCTIONS (RESPONSIBILITIES):

* Assists lending staff on pre-closing documentation required for loan document preparation and loan closing.

* Works with lending staff (and Legal counsel, if applicable) to address any discrepancies and/or deficiencies with any request for a loan; processes and addresses concerns to develop a solution by analyzing information collected.

* Reviews and validates documentation collected by retail staff (i.e., lien/UCC searches, title searches, titles, certificates of ownership, flood determinations, etc.) to check for accuracy, completeness and compliance with loan approval.

* Reviews approved credit memos to determine type and structure of the loan in order to correctly identify and produce loan documents that accurately represent the loan commitment and terms offered to the borrower.

* Gathers all documents for loans, ensure adherence to all approved terms and conditions and proper perfection of all collateral within requested turnaround time.

* Resolves errors and/or discrepancies on document requests, by effectively communicating through responding in a professional and timely manner while maintain effectiveness when working on time sensitive transactions.

* Exercises awareness regarding possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.

* Performs related responsibilities as required or assigned.

Location

Jenks, OK

Requirements

Document Preparation Specialist I REQUIRED QUALIFICATIONS:

• Basic knowledge of consumer and commercial lending compliance requirements.
• Basic knowledge of consumer and commercial lending policies, procedures, and practices.
• Basic knowledge of various city, county and state filing requirements.
• Excellent interpersonal, oral and written communication skills.
• Proficient in MS Office applications.
• Ability to maintain composure under pressure.
• Exemplifies the Gateway Values: Stay Growth Oriented, Make a Difference, Get it Done Attitude, Be a Team Player, Do the Right Thing.

• High school diploma required.
• 0-2 years in loan documentation preparation field or related banking field.
• Experience with loan documentation software systems preferred.
• Experience with SBA lending preferred.

Document Preparation Specialist I SPECIAL JOB DIMENSIONS:

Courtesy, tact and diplomacy are essential elements of the job.

NOTE: The essential job functions and associated qualifications contained in this document describe the general nature and level of the work performed. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the essential job functions may vary from day-to-day. Major changes in areas of responsibility may occur, as directed by management, and will require revision of this job description.

Gateway First Bank provides equal employment opportunities to all persons without regard to membership in any group or category which is legally protected such as gender, race, age, national origin, religion, creed, color, disability, genetic information, sexual orientation, gender identity, veteran status, or any other characteristic protected by law. Equal Opportunity shall be present with respect to employment, upgrading, demotion, or transfer, recruitment or recruitment advertising, layoff to termination, rates of pay, other forms of compensation, and selection for training including apprenticeship, pre-apprenticeship, and/or on-the-job training.