Loan Documentation Specialist
ARMSTRONG BANK•Muskogee, OK
•Onsite
About The Position
The Loan Documentation Specialist projects a professional image while interacting with customers to provide support, respond to inquiries, and resolve issues. The role assists in reviewing loans for accurate documentation and compliance with regulatory and policy requirements, and helps ensure collateral is adequately protected through security perfection, insurance coverage, and applicable loan documentation requirements. Customer assistance is primarily provided by telephone or electronically, with service guided by the Bank’s SMILE program.
Requirements
- High school diploma or GED equivalent.
- Typically 3–5 years of related work experience.
- Knowledge, skills, and ability to perform the essential requirements of the job.
Responsibilities
- Assist customers promptly, primarily by telephone or electronically, while meeting or exceeding Bank principles identified in the SMILE program.
- Meet required standards for accuracy, timeliness, and correctness.
- Review loans for correct documentation and assigned tracking items, including HMDA, insurance, security perfection, and ancillary products sold.
- Update appropriate tracking systems and record variations to loan files and loan policy, regulatory, or security-perfection tracking items.
- Pull and review reports from various sources to monitor policy and regulatory requirements.
- Make accurate loan, general ledger, and account ticket entries where applicable.
- Accurately scan documents into the image system.
- Balance loan applications.
- Resolve payment issues.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
