Documentation Specialist

MidFirst Bank • Oklahoma City, OK

9d

About The Position

This role as a Documentation Specialist is responsible for the administrative functions associated with MidFirst Bank’s Commercial Real Estate loan portfolio. Position Responsibilities: Monitor taxes and insurance for Income Property loans. Request, review and analyze insurance policies including hazard, builder’s risk, business assets, and general liability to effectively mitigate collateral risk. Ensure adequate submission to third party monitoring vendor. Process Audit Confirmations for Commercial Bank customers through third party software system. Monitor and coordinate annual inspections for commercial real estate collateral.

Requirements

• A minimum of 2-3 years’ experience in banking, insurance, and/or real estate is required.
• Ability to identify different types of insurance policies and/or certificates.
• Exceptional attention to detail and accuracy.
• Ability to research multiple county websites for tax information.
• Proficient time management and critical thinking skills.
• Capacity to work independently while maintaining focus on assigned tasks.
• Proven reliability and strong attendance history.
• Excellent oral and written communication skills, with the ability to collaborate effectively across diverse personalities and communication styles.

Nice To Haves

• Intermediate proficiency in Excel and experience with third-party verification platforms are preferred.
• Ability to thrive in a team-oriented environment.

Responsibilities

• Monitor taxes and insurance for Income Property loans.
• Request, review and analyze insurance policies including hazard, builder’s risk, business assets, and general liability to effectively mitigate collateral risk.
• Ensure adequate submission to third party monitoring vendor.
• Process Audit Confirmations for Commercial Bank customers through third party software system.
• Monitor and coordinate annual inspections for commercial real estate collateral.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees