Senior Loan Documentation Specialist

Position Overview

A well-established financial institution in the Broken Arrow area is seeking an experienced Senior Loan Documentation Specialist to join its lending operations team. This is an excellent opportunity for a banking professional with strong loan documentation and operations experience who is looking to join a collaborative, supportive environment with strong leadership. The Senior Loan Documentation Specialist will be responsible for preparing, reviewing, and processing documentation for a variety of lending products. This individual will work closely with loan officers, loan assistants, and operations personnel to ensure loan documentation is accurate, complete, compliant, and processed in a timely manner. The ideal candidate will have the experience and technical knowledge necessary to step into the role quickly while learning the organization's internal systems and processes.

Responsibilities

• Review loan documentation packages for accuracy and completeness.
• Ensure loan documentation complies with federal and state regulations, credit approvals, internal policies, and department procedures.
• Collaborate with loan officers, loan assistants, and operations personnel to resolve documentation discrepancies.
• Enter and update loan information within the loan origination system.
• Verify borrower information, collateral details, and loan terms.
• Monitor documentation status and follow up on outstanding items and exceptions.
• Maintain organized digital and physical loan documentation.
• File and/or release perfected collateral items as needed.
• Assist with post-closing documentation audits and quality-control processes.
• Provide documentation support during audits and regulatory examinations.
• Respond to internal and external inquiries related to loan documentation.
• Assist with additional projects and responsibilities as needed.

Qualifications

• High school diploma or GED required; associate or bachelor's degree preferred.
• Minimum of 5 years of experience in loan operations, loan servicing, or a related financial institution role.
• Experience working with commercial, consumer, and/or mortgage loan products.
• Strong understanding of applicable banking and lending regulations, including TRID, Flood, UDAAP, BSA, and HMDA.
• Experience with loan origination and record-retention systems.
• Experience working with banking core applications.
• Intermediate proficiency with Microsoft Office, particularly Excel and Word.
• Notary Public certification preferred.
• Strong attention to detail with the ability to identify discrepancies and inconsistencies in documentation.
• Strong organizational, communication, and problem-solving skills.