Documentation Specialist - Business Express

Posted 4 Days Ago
Be an Early Applicant
Oklahoma City, OK, USA
In-Office
Mid level
Fintech • Software • Financial Services
The Role
Ensure loan documentation establishes legally binding contracts, secure liens on collateral, and verify compliance with bank policies and federal/state regulations (including Dodd-Frank Section 1071). Track exceptions, advise lending staff on documentation issues, and ensure proper approval of loan commitments.
Summary Generated by Built In
This position is primarily responsible for ensuring proper documentation is in place to establish a legally binding contract with borrowers. Position is also responsible for securing liens on collateral, and ensuring loans comply with internal bank policies, as well as federal and state regulations to include adherence to the Dodd-Frank, Section 1071 requirements. Tracks exceptions and advises lending staff on documentation issues. Ensures proper approval of loan commitments.  

Position Requirements

Candidates should possess 3 years of related experience in financial services to be considered. In lieu of 3 years, will also consider a bachelor’s degree plus 1+ year of experience in financial services.

  • Excellent interpersonal, written and oral communication skills are required.
    Ability to make sound decisions and produce great work under general or limited supervision. 
  • Proficient PC skills including MS Word, MS Excel, and programs used to generate loan documents.
  • Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere.
  • Great organization skills, very detail oriented.
  • Other duties as assigned.
 

Preferred Qualifications: 

  • Working knowledge of commercial lending policies.
  • Working knowledge of the more complex commercial style transactions
  • Working knowledge of credit agreement covenants, loan documentation in multiple states, UCC, ECOA, HMDA, Beneficial Ownership, Fair Credit Reporting Act, and other federal and state regulations.
Qualifications Education Required High School or better. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • 3 years related experience in financial services
  • Bachelor's degree plus 1+ year of experience in financial services (acceptable alternative to 3 years)
  • Excellent interpersonal, written, and oral communication skills
  • Proficient PC skills including MS Word and MS Excel
  • Experience with programs used to generate loan documents
  • Ability to adjust priorities and maintain quality in a fast paced atmosphere
  • Strong organization skills and attention to detail
  • High School diploma or higher
  • Working knowledge of commercial lending policies
  • Working knowledge of complex commercial-style transactions
  • Working knowledge of credit agreement covenants, multi-state loan documentation, UCC, ECOA, HMDA, Beneficial Ownership, Fair Credit Reporting Act, and other federal/state regulations

MidFirst Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.

  • Healthcare Strength Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
  • Retirement Support A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
  • Leave & Time Off Breadth Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.

MidFirst Bank Insights

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The Company
2,197 Employees
Year Founded: 1982

What We Do

MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.

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