Commercial Loan Assistant III

Stride Bank N.A - Tulsa, OK

Full-time - Mid Level

Tulsa, OK

Credit Intermediation and Related Activities

About the position

The Commercial Loan Assistant III at Stride Bank plays a crucial role in supporting commercial lenders by managing loan documentation and files. This position involves significant interaction with both internal and external customers, ensuring compliance with credit policies and promoting a positive customer experience.

Responsibilities

• Coordinates the preparation, review, and execution of required loan documentation.
• Organizes workflow for loan renewal and follows up with appropriate parties for missing loan documentation.
• Resolves exceptions and documentation deficiencies while managing outstanding exception items for compliance with Credit Policy.
• Works closely with assigned lender(s) to assist with customer outreach, including data collection, wires, NSF accounts, and overdrafts.
• Monitors reports for potential or pending issues, including past dues, paid off loans, criticized assets, and maturing loans.
• Promotes an outstanding customer experience through prompt follow-up and proactive communication.
• Contributes to the development and maintenance of cooperative relationships with other departments within the Bank.
• Serves as back-up for the retail banking department as necessary.
• Performs other duties as assigned.

Requirements

• High School Diploma or equivalent required.
• 5+ years experience in a lending assistant role required.
• Advanced understanding of commercial loan documentation.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to organize and prioritize work and meet strict deadlines in a fast-paced environment.
• Ability to maintain confidentiality.