Mortgage Loan Documentation Specialist (Closing)
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Key details
- Location
- Oklahoma City, OK, United States
- Work style
- Onsite
- Level
- Mid level
- Job type
- Full-time
- Experience
- 2–5 yrs
- Function
- Operations & Strategy
- Focus area
- other
- Posted
- 2w ago
Skills
customer servicemicrosoft officeregulatory compliance
About the role
We’re looking for an experienced professional to prepare closing loan packages for private banking clients, including portfolio and non-conforming mortgage products.
If you thrive on detail, deadlines, and hands-on work that directly impacts clients, this role is for you!
What You’ll Do
- Prepare and review complex high-value loan transactions including disclosures in compliance with TRID, Reg Z, and other applicable regulations
- Partner with loan officers and internal teams to gather required information and move loans efficiently through the process
- Review approval documents, title commitments, and other documents to ensure all loan requirements are met
- Identify and resolve documentation gaps to ensure smooth closings
- Manage multiple loan files simultaneously, ensuring deadlines are met without sacrificing accuracy.
- Work in a collaborative, team-based environment
- Gain expertise in loan documentation and regulatory compliance while contributing directly to client success
What We’re Looking For
- Minimum two (2) years of experience in one or more of the following areas:
- Loan document preparation or mortgage processing prior to closing
- Mortgage or real estate title/escrow operations, with direct involvement in preparing loan documents and/or settlement statements
- Real estate agent or transaction/contract coordinator experience, with hands-on preparation and management of contracts and/or closing documentation
- Active real estate licenses must be placed in an inactive status upon hire
- Exceptional organizational skills and attention to detail
- Strong critical thinking and problem-solving skills
- Ability to deliver high-quality work under tight deadlines and shifting priorities
- Proven customer service experience
- Excellent written and oral communication skills
- Highly proficient PC skills including Microsoft Office applications and loan documentation systems (Experience with LaserPro is preferred)