Commercial Lending Intern - Tulsa

Prosperity Bank•Tulsa, OK

1d•Onsite

About The Position

Responsible for providing clerical support for commercial lending activities. This includes typing, preparing, and filing various documents, opening mail, and performing miscellaneous clerical functions. The intern will provide high-quality and professional service to customers, handling transfers for businesses, processing loan payments, tracking insurance on business loans, and monitoring disbursements on construction and development loans. Key duties involve maintaining, organizing, and updating business files, making address changes, and distributing mail. The role also requires establishing and maintaining effective business relations with customers by assisting with questions and problems and upholding the Bank’s professional reputation. Furthermore, the intern will foster effective communication and coordination with Bank personnel and management, offering assistance, support, and backup to Commercial Lending staff, attending meetings, assisting in preparing loan documents, ensuring a clean and secure work area, and completing special projects as assigned.

Requirements

High School graduate or equivalent
Familiarity with business loan programs and service requirements
Accurate and attentive to detail
Well organized
Strong typing abilities
Ability to assist others
Able to use computer, adding machine, copy machine, and basic business equipment

Nice To Haves

Familiarity with general loan documentation
Prior experience, particularly in a financial environment

Responsibilities

Providing clerical support for commercial lending activities.
Typing, preparing, and filing a variety of documents.
Opening mail and performing miscellaneous clerical functions as needed.
Providing high quality and professional service to customers.
Making transfers for businesses.
Processing loan payments and tracking insurance on business loans.
Monitoring disbursements on construction and development loans.
Maintaining, organizing, and updating business files.
Making address changes as needed.
Opening, sorting, and distributing mail.
Monitoring needs of New Accounts and providing back up as necessary.
Assisting with questions and problems courteously and promptly.
Obtaining and conveying information as needed for customers.
Maintaining the Bank’s professional reputation.
Assisting, supporting, and replacing Commercial Lending personnel as needed.
Obtaining and conveying information as needed for Bank personnel and with management.
Attending and participating in meetings as required.
Assisting in preparing loan documents.
Ensuring that work area is clean, secure, and well maintained.
Completing special projects as assigned.