Senior Loan Documentation Specialist

Fuse3 Solutions; Tulsa (OK); On-site; USD 52,000 - 64,000; Full time

Job summary

Fuse3 Solutions in Broken Arrow, OK is seeking a Senior Loan Documentation Specialist to join its lending operations team. This role focuses on preparing, reviewing, and processing documentation for a variety of lending products, collaborating with loan officers and operations to ensure documentation is accurate, complete, and compliant.

The ideal candidate has 5+ years of experience in loan operations or servicing, strong knowledge of TRID and related regulations, and demonstrated attention to

Qualifications

• High school diploma or GED required; associate or bachelor's degree preferred.
• Minimum of 5 years of experience in loan operations, loan servicing, or a related financial institution role.
• Experience with commercial, consumer, and/or mortgage loan products.
• Strong understanding of applicable banking and lending regulations, including TRID, Flood, UDAAP, BSA, and HMDA.

Responsibilities

• Review loan documentation packages for accuracy and completeness.
• Ensure loan documentation complies with federal and state regulations, credit approvals, internal policies, and department procedures.
• Collaborate with loan officers, loan assistants, and operations personnel to resolve documentation discrepancies.
• Enter and update loan information within the loan origination system.
• Verify borrower information, collateral details, and loan terms.
• Monitor documentation status and follow up on outstanding items and exceptions.
• Maintain organized digital and physical loan documentation.
• Assist with post-closing documentation audits and quality-control processes.
• Provide documentation support during audits and regulatory examinations.
• Respond to internal and external inquiries related to loan documentation.
• Assist with additional projects and responsibilities as needed.

Skills

Attention to detail

Organizational skills

Communication skills

Problem-solving

Notary Public certification

Education

High school diploma or GED

Associate or Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Position: Senior Loan Documentation Specialist

Location: Broken Arrow, OK

Schedule: Monday–Friday, 8:00 AM–5:00 PM

Compensation: $58,000/year, depending on experience

Employment Type: Direct Hire

Position Overview

A well-established financial institution in the Broken Arrow area is seeking an experienced Senior Loan Documentation Specialist to join its lending operations team. This is an excellent opportunity for a banking professional with strong loan documentation and operations experience who is looking to join a collaborative, supportive environment with strong leadership. The Senior Loan Documentation Specialist will be responsible for preparing, reviewing, and processing documentation for a variety of lending products. This individual will work closely with loan officers, loan assistants, and operations personnel to ensure loan documentation is accurate, complete, compliant, and processed in a timely manner. The ideal candidate will have the experience and technical knowledge necessary to step into the role quickly while learning the organization's internal systems and processes.

Responsibilities

• Review loan documentation packages for accuracy and completeness.


• Ensure loan documentation complies with federal and state regulations, credit approvals, internal policies, and department procedures.


• Collaborate with loan officers, loan assistants, and operations personnel to resolve documentation discrepancies.


• Enter and update loan information within the loan origination system.


• Verify borrower information, collateral details, and loan terms.


• Monitor documentation status and follow up on outstanding items and exceptions.


• Maintain organized digital and physical loan documentation.


• File and/or release perfected collateral items as needed.


• Assist with post-closing documentation audits and quality-control processes.


• Provide documentation support during audits and regulatory examinations.


• Respond to internal and external inquiries related to loan documentation.


• Assist with additional projects and responsibilities as needed.

Qualifications

• High school diploma or GED required; associate or bachelor's degree preferred.


• Minimum of 5 years of experience in loan operations, loan servicing, or a related financial institution role.


• Experience working with commercial, consumer, and/or mortgage loan products.


• Strong understanding of applicable banking and lending regulations, including TRID, Flood, UDAAP, BSA, and HMDA.


• Experience with loan origination and record-retention systems.


• Experience working with banking core applications.


• Intermediate proficiency with Microsoft Office, particularly Excel and Word.


• Notary Public certification preferred.


• Strong attention to detail with the ability to identify discrepancies and inconsistencies in documentation.


• Strong organizational, communication, and problem-solving skills.

Fuse3 Solutions is an Equal Opportunity Employer. Fuse3 Solutions provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.