Business Banking Loan Assistant

BancFirst CorporationOklahoma City, OK
Onsite

About The Position

Loan Assistants act as a support to multiple loan officers and assist in routine loan administration duties related to consumer and business loans. Performs various support duties pertinent to meeting the needs of our high-profile customers and development of new business through the application and closing process. Provide excellent customer service to both external and internal customers.

Requirements

  • Knowledge of Microsoft Office including Excel and Word.
  • Able to perform in a highly sensitive environment and deal with confidential matters.
  • Work well individually and with a team while maintaining a positive attitude.
  • Must demonstrate a business professional image and demeanor at all times.
  • Able to communicate professionally both verbally and in writing.
  • Strong organization, planning, prioritization, and detail orientation skills.
  • Excellent time management skills with a demonstrated ability to work well under pressure, multi-task, follow through on commitments and meet deadlines.
  • Critical thinking skills.
  • Excellent work ethic.
  • Attendance and punctuality are essential functions of the job.

Nice To Haves

  • Keyboard skills/40 wpm
  • 10-key
  • Experience within the financial services, loan servicing, banking, real estate, and/or mortgage industries.
  • Knowledge of loan process and loan documentation.

Responsibilities

  • Assist and support lending staff with daily responsibilities, including overdraft review and customer transactions that include loan advances, loan payments, deposits, account transfers, wire transfers, account maintenance, and other general duties to accommodate banking needs for customers and third-party vendors.
  • Monitor monthly deposit and loan reports such as document exception report, loans coming due report, and loans past due report.
  • Liaison between other departments within the bank to provide excellent customer service
  • Order preliminary title policy, UCC searches, Flood Certificates, environmental reports, and other related data. Coordinate with loan officer regarding issues with the policy, UCC searches, and other credit related reports.
  • Review closing documents against Credit Memo prior to loan funding and ensures all pending/exception items are properly documented. Assist loan closing and execution of loan documents.
  • Administrative Assistant duties and responsibilities include managing Lenders’ schedules, coordinating meetings, and handling phone calls/emails.
  • Assist with other job-related duties as requested.

Benefits

  • Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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