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First United Bank

First United Bank

Community banking and financial services

Mortgage Post-Closing Document Indexing Specialist

Full-Time
No salary listed
Entry, Junior
Durant, OK, USA
In Person

About the job

Requirements
  • A high school diploma or General Educational Development (GED) credential is required.
  • Prior banking or mortgage experience is preferred.
  • The employee must have basic mathematical skills.
  • The employee must have proficient computer skills.
  • The employee must have customer service skills.
  • The employee must have problem-solving and decision-making skills.
  • The employee must demonstrate good judgment.
  • The employee must have organizational skills.
  • The employee must have interpersonal skills and the ability to work well with a wide range of people.
  • The employee must be able to communicate with customers through written, verbal, and non-verbal communication.
  • The employee must be able to use email, telephone, and other communication tools.
  • The employee must be willing to accept additional responsibilities.
  • The employee must be dependable and adhere to timelines and schedules.
  • The employee must take initiative in the development and completion of projects.
  • The employee must complete all required compliance examinations annually.
  • The employee must adhere to First United policies and procedures and its dress policy.
Responsibilities
  • Index and review signed loan closing documents in the Encompass electronic folder while following company policies.
  • Contact borrowers, title companies, or First United Bank Mortgage closers and funders regarding missing or unsigned closing documents and confirm receipt.
  • Complete audit loan requests and required corrections from Mortgage Compliance.
  • Contact team members to assist with indexing and maintain pipeline counts in accordance with company policies.
  • Provide backup for the Mortgage Post-Closing Incoming Mail Specialist.
  • Provide backup for the Mortgage Post-Closing Scanning and Shredding Specialist.
  • Scan and index recorded mortgages, deeds of trust, and third-party loan documents.
  • Provide backup assistance to others within the department as needed.
  • Perform other duties requested by management.
  • Recommend methods to improve the department.
Desired Qualifications
  • Prior banking or mortgage experience.

About the company

First United Bank

First United Bank

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First United Bank is a community bank providing personal, business, mortgage, and wealth services. Its offerings include deposits, lending, treasury management, insurance, investments, and financial guidance. Branches and digital channels serve individuals, families, businesses, and local organizations. The bank combines regulated financial products with relationship-based service, helping households and organizations manage everyday accounts as well as home ownership, business capital, cash flow, risk protection, and long-term wealth decisions.

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