Documentation Preparation Specialist II
Stride Bank, N.A. · stridebank.com
Oklahoma CityOn-siteMid level5+ yrs
The job in short
Commercial loan documentation preparation and review at a bank.
BankingUnderwritingCompliance
Details
- Found
- 21 d ago · posted 2026-04-09
- Location as listed
- Oklahoma City, OK, USA
- Role
- Loan Documentation Specialist
- Source
- The company’s own careers site
Full description
Job Details: Job Location: OKC-Broadway - Oklahoma City, OK, Position Type: Full Time, Education Level: 4 Year Degree, Salary Range: Undisclosed, Travel Percentage: Negligible, Job Shift: Day, Job Category: Banking, The Documentation Preparation Specialist II supports the commercial loan production teams through courteous, timely, and accurate preparation and review of loan documents. Gathers, compiles, and evaluates information, as well as obtains documents necessary for timely completion of a loan, up to closing.
PRINCIPLE DUTIES AND RESPONSIBILITIES
Works directly with the loan production officers and assistants to aid in facilitating loan closings.
Responsible for verifying proper documentation required for underwriting.
Prepares loan documents in accordance with the Bank’s credit policy and loan approval and in compliance with local, state, and federal regulatory requirements.
Reviews centrally prepared loan documents prior to closing for accuracy, completeness, and compliance with local, state, and federal regulatory requirements, and the Bank’s credit policy.
Identifies, tracks, and communicates loan exceptions, as needed.
Scans and maintains the signed closing documents and all related file documentation.
Performs other duties as assigned.
Qualifications: EDUCATION AND/OR EXPERIENCE
Bachelor's degree in Business Administration, Finance, or related field, or minimum 5 years’ equivalent work experience, required.
3-5 years’ experience in financial institution producing commercial, agriculture, consumer, and mortgage lending, required.
KNOWLEDGE, SKILLS, AND ABILITIES
Extensive administrative or professional experience in a relevant field that provides the background and experience necessary to guide the Bank’s commercial lending portfolio servicing activities in a financially safe and sound manner.
Thorough knowledge of commercial, agriculture, mortgage, and consumer lending practices.
Thorough understanding of loan documentation criteria and business objectives.
Ability to read, comprehend, and evaluate detailed and complex loan documents.