Document Administrator

United Midwest Savings Bank • Westerville, OH

11d • Hybrid

About The Position

United Midwest Savings Bank (UMWSB) is seeking a detail-oriented Document Administrator to support its post-closing and documentation processes. This role is ideal for an individual who excels in organization, accuracy, and behind-the-scenes work to ensure smooth operations. The Document Administrator will be a key part of maintaining the integrity and accuracy of loan files and supporting documentation, working with data, documents, and cross-functional teams. UMWSB is described as a unique bank with four business pillars: SBA Lending, Consumer Lending, Mortgage Lending, and Deposit Banking, operating with the feel of a small community bank but the reach of a national brand, emphasizing responsible and ethical operations.

Requirements

• Strong attention to detail and organizational skills
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Comfortable working with documentation, tracking systems, and administrative processes
• Strong communication skills and a collaborative mindset
• Ability to handle sensitive information with confidentiality and accuracy
• Bachelor's degree; minimum 1 year of Banking or Insurance experience and/or training; or equivalent combination of education and experience.
• Practical experience in an office documentation position.
• Experience of successfully working in and contributing to a workplace team environment
• Excellent time management skills, establish priorities and meet deadlines
• Basic Office Machine Operation Skills, Printers, Scanners, Copiers, Fax, postage machine, etc.

Nice To Haves

• Paralegal certification may be substituted for college degree.

Responsibilities

• Assist with the post-closing document receipt and review process
• Support QC Processors to ensure documentation is completed accurately and within required timeframes
• Handle day-to-day administrative tasks including scanning, filing, photocopying, faxing, and archiving documents
• Ensure proper file setup and organization of records
• Maintain and monitor tracking reports for loan file exceptions, missing trailing documents, and flood insurance coverage
• Partner with the operations team to resolve documentation errors, omissions, or discrepancies
• Assist with loan document research as needed
• Prepare and provide files for audits, reviews, exams, and special projects
• Ensure compliance with all bank policies, procedures, and applicable regulations
• Support additional projects and responsibilities as assigned

Benefits

• Be part of a collaborative and supportive team
• Play a critical role in ensuring operational accuracy and compliance
• Opportunity to build experience in banking operations and documentation processes

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level