Loan Assistant

CITIZENS BANK OF EDMOND • Edmond, OK

2d • Onsite

About The Position

The Loan Assistant will serve as a flexible resource providing essential administrative and operational support to the Lending team, including Loan Officers, Commercial Relationship Managers, and other Loan Assistants. This role helps ensure the smooth processing of loan transactions and supports the lending team process through research and coordination. The ideal candidate is detail-oriented, proactive, and thrives in a collaborative, fast-paced environment.

Requirements

• Excellent communication verbally/written and interpersonal skills.
• Strong problem-solving abilities, multi-tasking and attention to detail.
• Strong organizational skills and attention to detail.
• Ability to manage multiple tasks and deadlines.
• Proficiency in Microsoft Office Suite

Nice To Haves

• Prior experience in banking, lending operations, or administrative support preferred.
• Previous experience in banking or financial services is preferred.
• Strong knowledge of financial products and services for consumers.

Responsibilities

• Communicate effectively with internal departments and external vendors to ensure seamless loan processing.
• Resolve loan related incoming customer inquiry calls and follow up with customers as needed.
• Perform draw requests, loan related maintenance forms, outgoing wire requests, work loan reports.
• Prepare and organize loan files for loan document preparation and closings
• Coordinate with document preparation and loan ops teams/ to ensure timely and accurate loan documentation is provided.
• Provide administrative support to Loan Officers, Loan Assistants, and Commercial Relationship Managers as needed.
• Maintain confidentiality and always protect customer financial information.
• Performs other duties as assigned by management.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees