Edmond, Oklahoma, United States · On-site
Job DetailsLevel: ExperiencedJob Location: Edmond Branch - Edmond, OK 73013Responsible for preparing documentation for all loan products including but not limited to consumer non-real estate, consumer real estate, small …
Skills: Loan Documentation, LaserPro, Fi-Serve, UCC Filing, Regulatory Compliance
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Responsible for preparing and reviewing documentation for consumer, small business, and commercial loan products. This includes managing lien entries, UCC filings, and ensuring compliance with bank policies and Oklahoma state regulations.
Requires a high school diploma with a bachelor's degree preferred and at least 5 years of experience in loan operations or document preparation. Candidates must be proficient in LaserPro and Fi-Serve with a deep understanding of consumer regulations like Reg B, Reg C, and TRID.
Job DetailsLevel: ExperiencedJob Location: Edmond Branch - Edmond, OK 73013Responsible for preparing documentation for all loan products including but not limited to consumer non-real estate, consumer real estate, small business, and commercial.
Has a thorough understanding of requirements for each individual loan type. Works under minimal supervision with supporting commercial and retail teams to produce quality loan documentation that meets standard requirements for bank safety and soundness as well as State regulated requirements. Has a thorough understanding of regulatory requirements and legal requirements for Oklahoma.
Listed are the current primary responsibilities for the position. This is not to be considered an all-inclusive list. Responsibilities are subject to change based on need for workflow and efficiency.
Represents the bank in a positive, courteous, friendly, and professional manner at all times, including telephone, email and other methods of communicating.
Order real estate appraisals, flood determinations, and title work for both consumer and commercial purpose properties as requested or required by loan policy.
Prepares general correspondence and all types of commercial, real estate, and consumer loan documents.
Review credit documentation and approvals to ensure loan documents are prepared in accordance with approval and policy in an effort to maintain the bank’s safety and soundness.
Utilizes LaserPro loan documentation system to create commercial, real estate, and consumer loan promissory notes, loan agreements and all other types of documentation.
Utilizes Fi-Serve core system to book new loans and renewals.
Perform maintenance to loans in Fi-Serve as needed.
Processes lien entries, UCC-1 forms, UCC continuations, certified mailing of titles, determining filing location, and mailing real property documents to appropriate county/state.
Monitor and clear outstanding document exceptions.
Completes special projects as assigned by Management.
Provides support to loan officers and assistants.
Index documents to the bank’s imaging system as needed.
Payment of third party invoices related to loan transactions.
A minimum of 5 years’ experience in document preparation or loan operations preferred. An equivalent combination of education and experience in a related field may be substituted
High school degree or equivalent required.
Bachelor’s degree in a related business or financial field preferred.
OTHER REQUIREMENTS (SKILLS, ABILITIES, CHARACTERISTICS):
Excellent communication and interpersonal skills.
Self-motivated and results-oriented, with strong time-management skills.
Proficient typing and computer skills including Word and Excel.
Proficient in LaserPro, and FiServe and Bank Manager
Ability to read, comprehend and evaluate detailed and complex loan documents.
Thorough understanding and familiarity of the bank’s loan policies and procedures.
Ability to work independently to resolve problems and complete complex loan transactions.
Thorough knowledge of regulatory and legal issues encountered in the completion and closing of complex commercial, real estate, and consumer loans.
Thorough knowledge of title policies, UCC guidelines, lien filing and mortgage/deed of trust filing.
Has a full understanding of consumer regulations including, but not limited to, Reg B, Reg C, Flood, TRID, and RESPA.
Delivering total convenience is the goal at Frazer Bank. We are a full service community bank offering personal and customized financial solutions to individuals and businesses in Oklahoma and Texas. Founded in 1902, we are in our second century of serving the people of our region. From our original location at the intersection of Main and Broadway in Altus, we have grown to an institution with assets in excess of $325 million. With locations in Altus, Edmond, Frederick, Hobart, and Grandfield; in addition to a loan production office in Dallas, Frazer Bank takes pride in being one of the strongest banks in our region.
Offices: Altus, Oklahoma 73522, US
Delivering total convenience is the goal at Frazer Bank. We are a full service community bank offering personal and customized financial solutions to individuals and businesses in Oklahoma and Texas. Founded in 1902, we are in our second century of serving the people of our region. From our original location at the intersection of Main and Broadway in Altus, we have grown to an institution with assets in excess of $325 million. With locations in Altus, Edmond, Frederick, Hobart, and Grandfield; in addition to a loan production office in Dallas, Frazer Bank takes pride in being one of the strongest banks in our region.
Offices: Altus, Oklahoma 73522, US
