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.
Qualifications Education Required High School or better. Experience Required experience in insurance identification reviews and policy reviews, or a combination of insurance, banking and/or real estate 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
- 2-3 years experience in insurance identification reviews and policy reviews, or combination of insurance, banking and/or real estate
- Ability to identify different types of insurance policies and 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 and ability to collaborate across personalities
- Intermediate proficiency in Excel
- Experience with third-party verification platforms/monitoring vendor software
- Must reside in Oklahoma (position located in Oklahoma City)
- High school diploma or equivalent
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.
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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.
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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.
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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
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.
