Senior Private Banking Loan Assistant

Blue Sky Bank • Tulsa, OK

11h • Onsite

About The Position

Blue Sky Bank is seeking an on-site Senior Private Banking Loan Assistant in Tulsa, Oklahoma. This role facilitates private banking transactions from application through closing and ongoing servicing. The assistant supports the Private Banking lender and works closely with Portfolio Managers, Loan Operations, and customers to provide a seamless lending experience while maintaining compliance with bank policies and procedures.

The position offers opportunities to expand knowledge of private banking, loan operations, portfolio management, and customer relationship development, while contributing to financing solutions for local businesses, families, and communities.

Requirements

• Associate’s degree or equivalent experience required.
• 5+ years of private banking documentation/administration experience.
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
• High level of professionalism and integrity.
• Flexible, adaptable, and willing to continuously learn.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Ability to work both independently and as part of a team.
• Exceptional organizational skills, with the ability to prioritize and effectively execute multiple tasks and projects simultaneously.
• Strong work ethic and attention to detail.
• Thorough knowledge and understanding of commercial lending documentation/administration.
• Advanced knowledge of Microsoft Excel and Microsoft Word.
• Excellent customer service skills.

Responsibilities

• Process private banking and commercial loan applications and maintain accurate loan records.
• Coordinate loan closings, including ordering credit reports, flood certificates, title work, and appraisals.
• Perform UCC searches and prepare loan documentation for funding and closing.
• Collect required documentation and closing fees to ensure timely loan closings.
• Process loan advances and coordinate loan payment requests.
• Serve as the primary point of contact for customer loan inquiries and closings.
• Build and maintain strong customer relationships through exceptional service.
• Assist customers with loan and account-related questions.
• Identify opportunities to refer and cross-sell appropriate bank products and services.
• Monitor loan and credit exceptions and obtain required borrower documentation.
• Track past-due, coming-due, and overdraft reports, coordinating follow-up actions as needed.
• Support ongoing loan servicing requirements and documentation maintenance.
• Demonstrate an understanding of financial spreads, modeling, and portfolio monitoring.
• Act as a liaison between lending and operations teams to ensure smooth communication and workflow.
• Assist with audit preparation and documentation requests.
• Support tracking of recordable documents, title work, and loan-related documentation.

Benefits

• Starting accrual of three weeks of paid time off.
• 401(k) plan with employer matching.
• Medical, dental, and vision insurance.
• Health Savings Account (HSA).
• Flexible Spending Account (FSA).
• Dependent Care FSA.
• Voluntary accident and critical illness coverage.
• 100% employer-paid short-term disability, long-term disability, and group life/AD&D insurance.
• Optional voluntary life/AD&D coverage.

What This Job Offers

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