Loan Assistant

About the role

Loan Assistants act as support to multiple loan officers and assist other loan personnel that produce consumer, construction, commercial, agriculture, commercial real estate, and residential real estate loans. This role performs various support duties to meet the needs of high-profile customers and develop new business through the application and closing process. The position involves extensive contact with customers and the public, both in person and on the phone.

Responsibilities

• Assist lending staff with daily responsibilities, including document collection, preparation of documents, and telephone/personal interaction with customers and third-party vendors to accommodate banking needs.
• Assist with obtaining updated financial statements, credit reports, rent rolls, insurance, and other financial information to maintain the servicing file.
• Provide loan payoff information to customers or other organizations.
• Process loan advances.
• Check back scanned documents and new loans booked the previous day.
• Interact with staff and departments for accurate resolutions to problems and errors.
• Perform other job-related duties and special projects as assigned.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements

• Excellent customer service skills.
• Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications.
• Able to perform in a highly sensitive environment, deal with confidential matters, and meet deadlines.
• Work well individually and with a team while maintaining a positive attitude.
• Must demonstrate a business professional image and demeanor at all times.
• Outstanding listening and communication skills, both written and verbal.
• Work well under stress and deadlines while managing multiple tasks.
• Attendance and punctuality are essential functions of the job.

Physical Requirements

• Constant use of computer screens.
• Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see, or hear.
• Intermittently standing, stooping, bending at the waist, walking, kneeling, or crouching.
• Ability to sit and/or stand for long periods of time during the workday.
• Long periods of typing and repetitive motion.
• Ability to lift and/or move and carry up to 10 pounds.

Schedule

Full Time, Monday through Friday.

Benefits

Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

Location

BancFirst, McAlester
501 E Carl Albert Pkwy
McAlester, OK 74501