Loan Documentation Specialist I

Job Purpose And Scope

Responsible for coordinating the loan documentation process. Works under general direction, but in conformance with established policies and procedures, to ensure all regulatory, legal, and loan policy requirements are met in advance of preparing loan documents for approved loan requests.

Essential Job Functions

• Reviews imaging system for documentation and documentation deficiencies for internal refinance and modification requests.
• Uses the Bank's loan platform system to key information necessary to originate loan documents according to approval, collateral, and additional documentation in an efficient manner.
• Maintains a daily record of transactions in process.
• Communicates with other members of Loan Operations Documentation and the lending staff regarding status of loan requests, missing information needed from the lender / borrower and clear-to-close information.
• Manages documentation errors to an acceptable level once notified.
• Manages corrections in a timely manner once notified.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, procedures, and guidelines.

Knowledge, Skills & Abilities

Basic Qualifications

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodation.

Note : This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

EEO Statement Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.