Commercial Loan Assistant

Regent Bank • Tulsa, OK

5d

About The Position

The Commercial Loan Assistant supports Commercial Lenders with routine and clerical duties, primarily helping prepare loan requests. The role works closely each day with lenders, borrowers, and credit administration staff. Responsibilities include coordinating documentation and third-party information, reviewing loan applications and closing documents, maintaining electronic loan files, and providing administrative support to loan officers and appropriate staff. The position requires familiarity with loan programs, mortgage terminology, and applicable compliance rules and regulations.

Requirements

• High school diploma or equivalent.
• Functional knowledge of Microsoft Office applications, including Excel, Word, and PowerPoint.
• Strong verbal and written communication skills.
• Detail-oriented and able to work under deadline pressure.
• Working knowledge of loan programs and types, mortgage terminology, and compliance rules and regulations, including Reg B, RESPA, Reg Z, and Fair Lending.
• Complete pre-employment background, credit, and drug screenings.

Nice To Haves

• One to three years of commercial banking experience preferred.

Responsibilities

• Prepare and send internal loan checklists to centralized processing to generate loan documents.
• Order title work, appraisals, flood determinations, UCC searches, environmental reports, and other necessary data.
• Review loan applications to verify that information is complete and meets compliance requirements.
• Work with title companies to schedule loan closings and clear title issues when applicable.
• Assist lenders in obtaining financial information and other necessary data from borrowers.
• Review closing documents before funding, confirm proper vesting and legal descriptions, verify appropriate insurance is in place, and clear exceptions.
• Upload documentation, build electronic files, and upload complete, signed loan files into the imaging system.
• Review and understand loan policy.
• Provide administrative assistance to loan officers and appropriate staff.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED