Loan Documentation Clerk

Essential Duties and Responsibilities

• Communicate all required maintenance and new loans to OKC.
• Accurately complete transactions, including mailed payments and disbursement/fees.
• Assist customers with various issues by phone.
• Pull & review daily/weekly reports.
• Prepare verifications and payoff notices to third parties.
• Ensure accurate and timely imaging of loan documents according to BancFirst procedures.
• Review and balancing of general ledger accounts.
• Work paid files and prepare payoff statements.
• Communication with loan staff, primarily processors and lenders.
• Share responsibility for completion of all departmental objectives.

Requirements

• Compliance with regulations and bank Policies and Procedures.
• Detail oriented, self-starter with a high degree of accuracy and good organizational skills.
• Excellent customer service skills.
• Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.
• Must work well under stress and deadlines while managing multiple tasks.
• Must be able to perform in a highly sensitive environment, dealing with confidential information.
• Critical thinking and problem-solving skills.
• Must work well individually and with a team while maintaining a positive attitude.
• Demonstrate a business professional image and demeanor.
• Excellent work ethic.
• Regular and consistent attendance and punctuality are essential functions of the job.

Priorities and Qualifications

• Accounting knowledge.
• Prior experience of loan transactions.

Physical Requirements

• Constant use of computer screens and reading of reports.
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile.
• Regularly required to sit, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear.
• Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching to file materials.
• Long periods of typing and repetitive motion.
• Ability to lift and/or move and carry 10 pounds.

PREFERRED SKILLS AND QUALIFICATIONS

• Hometown service, statewide strength.