What are the responsibilities and job description for the Documentation Specialist position at MidFirst Bank - Default?
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.
Position 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.
- Intermediate proficiency in Excel and experience with third-party verification platforms are preferred.
- Ability to thrive in a team-oriented environment.