Documentation Specialist

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.