Legal Assistant - Transaction Management

MidFirst Bank - Default; Oklahoma City (OK); On-site; USD 52,000 - 68,000; Full time

Job summary

MidFirst Bank is seeking an administrative/clerical professional to organize and support mortgage servicing transfers and related contract management. You will assist from onboarding through successful servicing transfer, including preparing and reviewing legal documents, managing checklists, and coordinating with Sellers and external Counterparties.

Role requires strong communication, attention to detail, and ability to work in a fast-paced environment, with familiarity in transaction workflows

Qualifications

• Associate’s degree or Paralegal certificate from an accredited program or strong commensurate experience would be considered.
• Experience with mortgage servicing is a plus but not required.
• Project management skills are a plus but not required.
• Previous experience or internship in a corporate legal environment is a plus but not required.

Responsibilities

• Support mortgage servicing transfers from onboarding to post-closing.
• Prepare, review, and organize legal documents related to transactions, including contracts, agreements, and closing documents.
• Maintain and update transaction checklist to ensure deadlines and requirements are met prior to, during, and post-closing.
• Coordinate and conduct routine meetings with Sellers throughout the transaction lifecycle.
• Identify onboarding counterparty issues and communicate them.
• Support onboarding and closing timeline with external counterparty.
• Manage, coordinate, and track closing and post-closing matters effectively.
• Provide support to Management, Analysts, and Corporate Technology on servicing transfer reporting, infrastructure and workflow.
• Communicate details of upcoming servicing transfers with internal and external stakeholders including executed agreements and transfer instructions.
• Drafting, reviewing, and approving prior servicer claims and related letters, reporting, and mediation of appealed claims.
• Provide management with guidance on interpretation and contract application to loan-level scenarios.

Skills

Verbal communication

Written communication

Attention to detail

Analytical skills

Education

Associates degree or Paralegal certificate

Business Administration or related field

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Microsoft Access

Job description

Job Category: Administrative/Clerical

Requisition Number: CONTR005027

• Posted : October 12, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

This position will organize, assist, and support the daily responsibilities associated with mortgage servicing transfers and ongoing management of contracts and contract relationships associated with prior mortgage servicing transfers.

Daily assistance of all Transaction Management Functions; this includes but is not limited to:

• Direct support of all Mortgage acquisition projects beginning with onboarding ending with a successful mortgage servicing transfer
  • Assist with the preparation, review, and organization of legal documents related to transactions, including contracts, agreements, and closing documents.
  • Maintain and update transaction checklist to ensure all deadlines and requirement are met prior to closing, during closing, and post-closing.
  • Coordinate and organize documents for closings, including preparing signatures, compiling documents, and storing final executed copies.
  • Coordinate and conduct routine meetings with Sellers throughout the transaction lifecycle.
  • Identify and communicate onboarding counterparty issues.
  • Support onboarding & closing timeline with external counterparty.
  • Manage, coordinate, and track closing and post-closing matters effectively.
• Provide support to Management, Analysts, and Corporate Technology on the design, development and management of servicing transfer reporting, infrastructure and workflow.
• Communicate details of upcoming servicing transfers with internal and external stakeholders including executed agreements, transfer instructions, and controls.
• Situational involvement with internal workgroups for specialized projects.
• Provide assistance in drafting, reviewing, and approving prior servicer claims including review and approval of letters, reporting, and meditation of appealed claims.
• Provide support to management on situational guidance to business units on interpretation and contract application to loan-level scenarios.

ASSOCIATED PERFORMANCE CRITERIA

Supervision Received

Work is performed with supervision.

Job Complexity

Job duties are varied and can be complex.

PREREQUISITE PREPARATION

• Associate’s degree or Paralegal certificate from an accredited program or strong commensurate experience would be considered
• Experience with mortgage servicing is a plus but not required.
• Project management skills are a plus but not required.
• Previous experience or internship in a corporate legal environment is a plus but not required.

OTHER POSITION REQUIREMENTS

• Ability to succeed in a fast-paced, goal driven environment
• Excellent verbal and written communication skills
• Excellent critical thinking and analytical skills
• Excellent attention to detail
• Proficiency with Microsoft Applications (Excel, Word and PowerPoint), Access preferred

Qualifications

Skills

Preferred

Project Management

Novice

Advanced

Advanced

Microsoft Word

Advanced

Microsoft Excel

Advanced

Education

Preferred

Associates or better in Business Administration or related field.

Technical/other training or better in Paralegal Studies or related field.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.