Lending Operations Assistant

SECURITY BANK • Tulsa, OK

7d • Onsite

About The Position

The Lending Operations Assistant provides administrative and operational support to the Lending team and Loan Operations department. The role delivers customer support for operational loan functions and serves as a liaison between front-line lending staff and the Operations Team. The position is expected to provide high-quality service, maintain accuracy, and represent the bank professionally.

This frontline customer service role operates in a clerical office setting and routinely uses computers and standard office equipment. Employees must communicate and exchange accurate information with customers, coworkers, and others in person, by phone, and through email. Regular attendance within policy guidelines is essential. The position has no supervisory responsibilities.

This is a non-exempt, typically full-time position. The standard workweek is 40 hours, Monday through Friday, within the hours of 8:00 a.m. to 6:00 p.m.; hours may fluctuate based on workload and customer needs. The position is located at the Main Office, 51st Street, in Tulsa, Oklahoma.

Requirements

• High school diploma or equivalent.
• Must be bondable.
• Excellent customer support skills and clear, professional communication across channels.
• Technical capacity, including 10-key proficiency and working knowledge of Microsoft Word, Excel, and Outlook.
• Strong organizational skills, accuracy, and attention to detail.
• Flexibility, a positive approach, and composure in changing or challenging situations.
• Ability to work independently with minimal supervision and collaboratively as part of a team.
• Ability to communicate and exchange accurate information in person, by phone, and through email.
• Ability to regularly use a computer and standard office equipment to input, retrieve, review, and process information.

Nice To Haves

• One to three years of banking operations, loan servicing, or loan exception processing experience is preferred.
• Multilingual capabilities, including Spanish, are a plus.

Responsibilities

• Serve as a liaison between Lending, Commercial Loan Assistants, Loan Officers, and Loan Operations staff to support clear communication, smooth workflow, and strong relationships with teams and customers.
• Receive and process loan payments, payoff requests, and customer inquiries; provide accurate information about loan histories, rates, and account status while complying with disclosure requirements.
• Coordinate loan closings and fundings by initiating funding actions, scanning executed documents to the booking team, preparing tickets, and communicating status updates to Loan Operations.
• Perform loan account maintenance, including address changes, collateral updates, coding enhancements, and general account corrections.
• Support floor plan operations by processing transactions, scanning documentation to the booking team, filing titles, and assisting customers.
• Conduct account and history research for internal and external requests, providing accurate information to bank employees and customers.
• Provide backup support for loan applications and inquiries, including pulling credit and OFAC, and ordering flood certifications, title work, and appraisals.
• Manage interoffice mail related to Loan Operations and ensure timely routing of documents and information.
• Support the bank’s relationship-banking culture through quality service, proactive communication, and strong product knowledge.
• Assist with exception clearing after Post-Closing Review by monitoring exceptions, gathering required documentation, contacting customers and third parties, and collaborating with lenders to resolve outstanding items.
• Assist in automating and managing the exception-gathering process, including preparing notices, sending communications, tracking received items, and accurately indexing documents.
• Complete special projects and assignments by setting objectives, prioritizing tasks, coordinating with others, and adjusting plans to achieve desired results.
• Perform general clerical support, including data entry, filing, sorting, and scanning documents.
• Assist with answering and directing incoming calls professionally.
• Provide support on special projects and tasks as assigned.

What This Job Offers

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