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.