Administrative Assistant – Commercial Lending

INTRUST Bank; Oklahoma City (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

INTRUST Bank is seeking an administrative professional to assist designated bank lenders in a broad range of duties across conventional small business and commercial lending. You will support document preparation, closings, and data entry while maintaining confidentiality and supporting INTRUST’s character qualities.

You will build relationships with customers and work across departments, ensuring timely closings and accurate processing.

Qualifications

• High school diploma or equivalent is required.
• 2+ years of administrative, commercial lending, real estate, or banking experience.
• Proficiency in Word, PowerPoint and Excel; 10-key data entry is required.

Responsibilities

• Coordinate the daily administrative workflow for small business and commercial lending activities to ensure timely, accurate work and loan-term conformity.
• Establish and maintain good relationships with customers and prospects.
• Assist in preparing loan documents and closings for lending activities and perform loan-related tasks within authorized limits.
• Coordinate and ensure accurate and timely closings.
• Serve as primary liaison between lenders and Loan Documentation/Loan Operations, and coordinate with other departments and vendors.
• Help lenders monitor commercial banking relationships and bank files, collect financial data and documentation.
• Draft and type documents, establish files, prepare reports, and perform other duties as assigned.
• Maintain working knowledge of INTRUST Bank systems and data entry.

Skills

Microsoft Word

PowerPoint

Excel

10-key

Banking fundamentals

Education

High school diploma or equivalent

Job description

Description

At INTRUST Bank, People Come First. Guided by strong character qualities—such as respect, compassion, humility, positivity, and initiative,we work to support one another, serve our customers, and strengthen our communities. Here, your career matters. You’ll find an environment where you’re encouraged to grow, empowered to lead at any level, and supported as you build a meaningful career with a trusted organization.

Job Summary: Assist designated bank lender(s) in a broad range of administrative and operational duties that spans all aspects of banking. Promotes an environment of teamwork within the department and across the bank. Represents INTRUST Bank in all they do in the community and is focused on the development of new business relationships. Must maintain strict standards of confidentiality and perform duties in a manner supporting INTRUST’s Character Qualities.

Essential Functions: All expectations described in the job description’s essential functions are necessary to be successful in this role, performed with or without a reasonable accommodation.

• Coordinates the daily administrative and clerical workflow for both conventional small business lending and commercial lending activities into and out of the department to ensure that all work is accomplished promptly, efficiently, and accurately, and that all loans are in conformity with terms as approved.
• Establishes and maintains good working relationships with customers and prospects.
• Assists in the preparation of loan documents and loan closings for both conventional small business lending and commercial lending activities, and perform advances, pay-downs, and other loan-related activities on behalf of commercial lenders within limitations of approved loan terms and credit authority of individual lenders.
• Coordinates and ensures accurate and timely closings.
• Serves as the primary liaison between the designated lenders and Loan Documentation and Loan Operations departments, and otherwise coordinates with other departments, lines of business, and external vendors and service providers.
• Helps designated lenders monitor and maintain commercial banking relationships and bank’s files by providing customer service, obtaining financial data and other documentation, assisting with collection of overdrafts and past due payments, etc.
• Drafts and types documents, agreements, and correspondence, establishes and maintain files and records, develop, and prepare reports.
• Performs other duties as assigned.
• Maintains a working knowledge of INTRUST Bank’s computer systems and the ability to input and retrieve data there from.

Education and Experience: High school diploma or equivalent. 2+ years, administrative, commercial lending, real estate, or banking experience is required.

Required Skills and Knowledge: Personal computing skills required, specifically including but not limited to the ability to use Microsoft Word, PowerPoint, and Excel proficiently. 10-key is required. Must have a good understanding and awareness of banking fundamentals, commercial lending practices, regulatory requirements, bank policies and procedures, internal bank organization, and the ability to prioritize and accurately perform multiple and varied tasks within limited time frames.

Required Licenses and/or Certifications: None.

Physical Demands: Extended period(s) of time may be spent viewing a personal computer, sitting, standing, and walking. Occasional lifting up to 25 lbs. The physical demands necessary for this role should be performed with or without a reasonable accommodation.

Working Conditions: Normal office conditions.

This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.

INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.