What are the responsibilities and job description for the Mortgage Loan Documentation Specialist position at MidFirst Bank - Default?
We’re looking for an experienced professional to prepare closing loan packages for private banking clients, including portfolio and non-conforming mortgage products.
If you thrive on detail, deadlines, and hands-on work that directly impacts clients, this role is for you!
What You’ll Do
- Prepare and review complex high-value loan transactions including disclosures in compliance with TRID, Reg Z, and other applicable regulations
- Partner with loan officers and internal teams to gather required information and move loans efficiently through the process
- Review approval documents, title commitments, and other documents to ensure all loan requirements are met
- Identify and resolve documentation gaps to ensure smooth closings
- Manage multiple loan files simultaneously, ensuring deadlines are met without sacrificing accuracy.
- Work in a collaborative, team-based environment
- Gain expertise in loan documentation and regulatory compliance while contributing directly to client success
What We’re Looking For
- Minimum two (2) years of experience in one or more of the following areas:
- Loan document preparation or mortgage processing prior to closing
- Mortgage or real estate title/escrow operations, with direct involvement in preparing loan documents and/or settlement statements
- Real estate agent or transaction/contract coordinator experience, with hands-on preparation and management of contracts and/or closing documentation
- Active real estate licenses must be placed in an inactive status upon hire
- Exceptional organizational skills and attention to detail
- Strong critical thinking and problem-solving skills
- Ability to deliver high-quality work under tight deadlines and shifting priorities
- Proven customer service experience
- Excellent written and oral communication skills
- Highly proficient PC skills including Microsoft Office applications and loan documentation systems (Experience with LaserPro is preferred)
Work Location & Training Requirements
- This position may be based out of our operations office in Oklahoma City, Plano, Texas or Peoria, Arizona . Employees are expected to work onsite daily.
- All new hires working out of the Plano office are required to complete in-person training in Oklahoma City during the first four (4) weeks of their employment. The company will provide weekday lodging accommodations and mileage reimbursement for this training period.