Documentation Preparation Specialist II

Stride Bank N.A - Oklahoma City, OK

Full-time - Mid Level

Oklahoma City, OK

Credit Intermediation and Related Activities

About the position

The Documentation Preparation Specialist II plays a crucial role in supporting the commercial loan production teams at Stride Bank by ensuring the timely and accurate preparation and review of loan documents. This position involves gathering and evaluating necessary information and documentation to facilitate loan closings while adhering to regulatory requirements and the bank's credit policies.

Responsibilities

• Work directly with loan production officers and assistants to facilitate loan closings.
• Verify proper documentation required for underwriting.
• Prepare loan documents in accordance with the bank's credit policy and loan approval.
• Review centrally prepared loan documents for accuracy, completeness, and compliance with regulations and bank policies.
• Identify, track, and communicate loan exceptions as needed.
• Scan and maintain signed closing documents and related file documentation.
• Perform other duties as assigned.

Requirements

• Bachelor's degree in Business Administration, Finance, or related field, or minimum 5 years equivalent work experience.
• 3-5 years experience in financial institution producing commercial, agriculture, consumer, and mortgage lending.
• Extensive administrative or professional experience in a relevant field.
• Thorough knowledge of commercial, agriculture, mortgage, and consumer lending practices.
• Ability to read, comprehend, and evaluate detailed and complex loan documents.