Loan Documentation Clerk/Editor

BancFirst; Edmond (OK); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Comprehensive benefits

Professional development opportunities

Job summary

A regional banking institution is seeking a Loan Compliance Specialist in Edmond, Oklahoma. The successful candidate will handle pre and post-loan document reviews, ensuring compliance with bank policies and regulations. Ideal applicants will have 1-2 years of experience in loan operations and a detail-oriented mindset. Strong Microsoft Office skills and the ability to work under pressure are essential. Join a supportive team committed to exceptional service while enjoying comprehensive benefits and opportunities for professional growth.

Qualifications

• 1-2 years loan operations/documentation experience preferred.
• Knowledge of loan underwriting principles.
• Must demonstrate a business professional image.

Responsibilities

• Review loan documents for compliance with regulations.
• Track technical exceptions and loan covenants.
• Provide exceptional customer service.

Skills

Knowledge of loan documentation and lending policy and procedures

Detail oriented

Organizational skills

Critical thinking

Problem solving skills

Proficient in Microsoft Office

Ability to work under stress

Team player

Tools

Banking software applications

Laser Pro document production application

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Pre and Post review of consumer, commercial and consumer real estate loan documents for compliance with regulations, bank policies, bank procedures, and proper authority
• Loan Compliance and all Regulations including HMDA/CRA/RESPA/TIL/TRID/Flood
• Responsible for identifying and tracking technical exceptions and loan covenants
• Responsible for identification and tracking of insurance coverage on loans
• Communication with loan staff, primarily processors and lenders
• Provide exceptional customer service at all times
• Share responsibility for completion of all departmental objectives
• Perform other job duties and special projects as assigned

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

• Knowledge of loan documentation and lending policy and procedures
• Ensure compliance with regulations and bank policies and procedures
• Knowledge of loan underwriting principles
• Detail oriented, self-starter with a high degree of accuracy and good organizational skills
• Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
• Experience in Laser Pro document production application a plus
• Must work well under stress and deadlines while managing multiple tasks
• Critical thinking and problem solving skills
• Must work well individually and with a team while maintaining a positive attitude
• Must demonstrate a business professional image and demeanor
• Attendance and punctuality is an essential function of the job

PREFERRED SKILLS AND QUALIFICATIONS

• One – two years loan operations/documentation experience preferred, with real estate knowledge a plus

PHYSICAL REQUIREMENTS

• Constant use of computer screens and reading of reports
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
• Regularly required to sit, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear
• Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching to file materials
• Ability to lift and/or move and carry 10 pounds

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $14 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.