Loan Documentation Specialist

Armstrong Bank; Muskogee (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

Armstrong Bank in Muskogee, OK is seeking a customer-oriented professional to help customers by phone or electronically, respond to inquiries, resolve issues, and support loan documentation and reviewing processes for regulatory and policy compliance.

You will assist in ensuring collateral protection, update tracking systems, balance loan applications, scan documents, and support payment resolutions. A high school diploma or GED is required, with typically 3–5 years of related experience.

Qualifications

• High School diploma or GED required.
• Typically 3–5 years of related work experience.

Responsibilities

• Assist customers by phone or electronically and align with Bank SMILE program.
• Meet accuracy, timeliness, and correctness standards.
• Review loans for correct documentation and tracking (HMDA, insurance, security, etc.).
• Update tracking system and record variations to loan files and policy.
• Pull and review reports for monitoring policy and regulatory requirements.
• Make accurate loan, general ledger, and account ticket entries.
• Accurately scan documents into image system.
• Loan application balancing.
• Resolve payment issues.
• Other duties as assigned.

Skills

Customer service

Phone support

Communication skills

Education

High School diploma or GED equivalent

Job description

Job Details

Job Location: Muskogee Corporate - Muskogee, OK 74401

Purpose

While projecting a professional image; interact with customers to provide support, respond to inquiries and resolve issues. Assist in reviewing loans for correct documentation, regulatory, and policy requirements. Assist in ensuring collateral is adequately protected in terms of security perfection, insurance coverage, and loan documentation requirements where applicable.

Essential Functions

• Ensure that customers are assisted promptly, primarily by telephone or electronically and by meeting or exceeding Bank principles as identified in the SMILE program.
• Meet accuracy, timeliness, and correctness standards as required.
• Review loans for correct documentation and tracking items as assigned (i.e. HMDA, insurance, security perfection, ancillary products sold, etc.)
• Update the appropriate tracking system and record variations to loan files and loan policy, regulatory and/or security perfection tracking items.
• Pull and review reports from various sources for monitoring policy and regulatory requirements.
• Make accurate loan, general ledger, and account ticket entries where applicable.
• Accurately scan documents into image system.
• Loan application balancing.
• Resolve payment issues.
• Other duties, as assigned

Qualifications

• High School diploma or GED equivalent required
• Typically requires 3-5 years of related work experience and the knowledge, skills and ability to perform the essential requirements of the job.

Physical Requirements

• Long periods of standing or sitting, typing and repetitive motion
• Ability to lift and carry up to 25 lbs on occasion