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Documentation Specialist

Job Description - Documentation Specialist

This role as a Documentation Specialist is responsible for the administrative functions associated with MidFirst Bank’s Real Estate loan portfolio.


Position Responsibilities:



  • 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 insurance identification reviews and policy reviews, or a combination of insurance, banking and/or real estate

  • 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.


 


To be considered, candidates must reside in Oklahoma. Position is located in Oklahoma City.


 


 

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