Documentation Specialist

MidFirst BankOklahoma City, OK
Onsite

About The Position

This role as a Documentation Specialist is responsible for the administrative functions associated with MidFirst Bank’s Real Estate loan portfolio.

Requirements

  • A minimum of 2-3 years’ experience in insurance identification reviews and policy reviews, or a combination of insurance, banking and/or real estate
  • 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.
  • Candidates must reside in Oklahoma.

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

  • 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.
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