Loan Assistant

Liberty National Bank • Chickasha, OK

2d • Onsite

About The Position

To provide sales and service to enhance the relationship with customers. Provides support to the lenders, enabling them to focus on business development and credit underwriting.

Requirements

• Two to five years of similar or related experience, including time spent in preparatory positions.
• A two-year college degree or completion of a specialized course of study at a business or trade school.
• A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.

Responsibilities

• Sales and service support to loan officers’ portfolios. This includes visiting/meeting with customers as needed to assist with opening new accounts, closing loans, gathering necessary information, etc. Also responsible for customer follow-up, research, loan advances and pay downs, payment issues, wires and any and all servicing needs.
• Provides timely, accurate, professional, and confidential administrative sales and service support. Composes and edits correspondence from word processing documents, verbal direction, written documents and files as requested.
• Ensures that all steps are taken to maintain complete and accurate file information.
• Responsible for contacting customers directly in a tactful and professional manner to clear documentation exceptions, obtain additional information as needed, and assist with collecting delinquent loans.
• Meets required deadlines for service expectations to customers, standards for expediting loans to Loan Admin, and providing various reports to loan officers according to established schedules. These include but are not limited to: past due and maturity reports, exception reports, etc.
• Maintains customer profiles and identifies opportunities to offer additional products and services to meet their financial needs.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree