Loan Documentation Specialist I jobs in United States
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Bank OZK · 7 hours ago

Loan Documentation Specialist I

Bank OZK is a nationally recognized industry leader in financial services with a legacy of over 120 years. The Loan Documentation Specialist I is responsible for coordinating the loan documentation process, ensuring all regulatory, legal, and loan policy requirements are met before preparing loan documents for approved requests.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Loan documentationBanking principlesMicrosoft OfficeFinancial documentsTILA-RESPA complianceMulti-taskingEffective communicationAttention to detailTeamwork

Required

High school diploma or equivalent required
Minimum of one (1) year of experience with Microsoft Outlook, Word, and Excel software required
Knowledge of loan terminology and elements/process required to close a loan
Knowledge of general banking principles and federal and/or state regulatory lending laws
Ability to communicate effectively both verbally and in writing
Ability to multi-task and work with exacting deadlines in a fast-paced environment
Ability to maintain attention to detail and complete accurate, detailed work within specific timeframes
Ability to work effectively in a team environment and help others when needed
Ability to follow policies and procedures
Ability to work under general supervision
Ability to work extended hours, as necessary
Skill in using computer and Microsoft Office, including Word, Excel, and Outlook

Preferred

Minimum of one (1) year of work experience with financial documents and transactions (i.e., promissory notes, loan agreements, security deeds, mortgages) preferred
Minimum of one (1) year of work experience in a centralized loan documentation department, preferred
Prior experience with TILA-RESPA Integrated Disclosure (TRID), corporate authority documents (i.e., Articles of Incorporation, By-Laws, Certificate of Good Standing), preferred

Benefits

Generous PTO
401(k) matching
Health, dental, vision (and pet!) insurance
Special perks and discounts

Company

Bank OZK

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Bank OZK provides banking services including savings account, loans, debit, and agricultural lending.

H1B Sponsorship

Bank OZK has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (13)
2023 (10)
2022 (21)
2021 (14)
2020 (5)

Funding

Current Stage
Public Company
Total Funding
unknown
1997-07-17IPO

Leadership Team

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Eric Munson
Senior Vice President, government and institutional banking
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Company data provided by crunchbase