The First National Bank and Trust of Broken Arrow · 3 days ago
Loan Doc Prefunding Analyst
Tulsa, OK
Full-time
Onsite
Mid Level
3+ years expThe First National Bank and Trust of Broken Arrow is seeking a reliable Prefunding Analyst to review loan documentation for various types of loans to ensure compliance with regulations and policies. The role involves evaluating loan packets, managing priorities, performing audits, and ensuring data accuracy in loan documentation.
BankingFinanceFinancial Services
Responsibilities
Daily prefunding review and finalization of commercial and consumer loan documents and the loan packet in accordance with government regulation, compliance, and bank policy
HMDA determination and review in document software
Prefunding review and finalization of accurate TRID and HELOC documents and loan packets
Daily prioritization and communications for all loan packets in the queue to have documents and review completed timely before closings
Daily updates to the doc prep pipeline for all loans in process and their status
Daily Communication with all lending staff to answer newly discovered documentation and/or procedural questions not already addressed
Perform collateral filings weekly for mortgages, UCC’s, lien entry’s, continuations, etc
Perform as the backup for loan documentation
Perform as the backup for exceptions to enter and clear
Perform quarterly audits for compliance, data accuracy, or to resolve errors
Weekly credit report dispute review
Monthly SBA Reporting
Imaging as needed
Other duties as assigned
Qualification
Required
Reliable Prefunding Analyst to review loan documentation for complex commercial, consumer real estate, and consumer loans to all regulation, compliance, and policy requirements
Evaluating and finalizing a full loan packet review and loan document review using the Laser Pro document platform and other documents in the loan packet or in imaging
Daily prefunding review and finalization of commercial and consumer loan documents and the loan packet in accordance with government regulation, compliance, and bank policy
HMDA determination and review in document software
Prefunding review and finalization of accurate TRID and HELOC documents and loan packets
Daily prioritization and communications for all loan packets in the queue to have documents and review completed timely before closings
Daily updates to the doc prep pipeline for all loans in process and their status
Daily Communication with all lending staff to answer newly discovered documentation and/or procedural questions not already addressed
Perform collateral filings weekly for mortgages, UCC's, lien entry's, continuations, etc
Perform as the backup for loan documentation
Perform as the backup for exceptions to enter and clear
Perform quarterly audits for compliance, data accuracy, or to resolve errors
Weekly credit report dispute review
Monthly SBA Reporting
Imaging as needed
Other duties as assigned
Laser Pro emphasis or other loan production software experience
Full knowledge of TRID disclosure preparation experience for LE and CD
Proven working experience as a loan processor and/or loan operations role
Ability to maintain and comprehend all internal/external regulations, along with all policies and procedures
Strong analytical and problem-solving skills
Detail oriented with outstanding organizational skills and high critical thinking skills
Ability to maintain composure under pressure
MS Office Suite experience with superior emphasis in Excel
Excellent communication skills
Ability to work well and be positive with others
Must be able to balance accurate documentation and a results-driven compliant approach with lending staff
Preferred
Loan Processing: 3-5 years
Loan Operations: 3-5 years
Bachelor's Degree or equivalent
Benefits
401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Company
The First National Bank and Trust of Broken Arrow
The business of First National Bank & Trust was founded in 1902.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Gregory Graham
Chairman and CEO
Paige Miller
President & CFO
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