Business Banking Loan Assistant

BancFirst; Oklahoma City (OK); On-site; USD 35,000 - 50,000; Full time

Job summary

BancFirst in Oklahoma City is looking for a detail-oriented Loan Assistant to support multiple loan officers in routine loan administration duties. You will help manage customer transactions, monitor loan reports, and handle documentation for loan processing.

The ideal candidate will excel in Microsoft Office, possess strong organizational skills, and demonstrate professionalism in communication. Experience in financial services is a plus. Join us to provide excellent service to our clients.

Qualifications

• Ability to work in a sensitive environment and handle confidential matters.
• Experience in financial services or banking is preferred.
• Excellent time management skills and ability to multitask.

Responsibilities

• Assist lending staff with customer transactions, loan advances, and payments.
• Monitor monthly loan and deposit reports.
• Coordinate with loan officers on documentation issues.
• Manage Lenders' schedules and assist with administrative tasks.

Skills

Microsoft Office including Excel and Word

Critical thinking skills

Strong organization and planning skills

Professional communication (verbal and written)

Job description

Loan Assistants act as a support to multiple loan officers and assist in routine loan administration duties related to consumer and business loans. Performs various support duties pertinent to meeting the needs of our high-profile customers and development of new business through the application and closing process. Provide excellent customer service to both external and internal customers.

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.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assist and support lending staff with daily responsibilities, including overdraft review and customer transactions that include loan advances, loan payments, deposits, account transfers, wire transfers, account maintenance, and other general duties to accommodate banking needs for customers and third‑party vendors.

Monitor monthly deposit and loan reports such as document exception report, loans coming due report, and loans past due report.

Liaison between other departments within the bank to provide excellent customer service.

Order preliminary title policy, UCC searches, Flood Certificates, environmental reports, and other related data. Coordinate with loan officer regarding issues with the policy, UCC searches, and other credit related reports.

Review closing documents against Credit Memo prior to loan funding and ensure all pending/exception items are properly documented. Assist loan closing and execution of loan documents.

Administrative Assistant duties and responsibilities include managing Lenders’ schedules, coordinating meetings, and handling phone calls/emails.

Assist with other job‑related duties as requested.

REQUIREMENTS

• Knowledge of Microsoft Office including Excel and Word.
• Able to perform in a highly sensitive environment and deal with confidential matters.
• Work well individually and with a team while maintaining a positive attitude.
• Must demonstrate a business professional image and demeanor at all times.
• Able to communicate professionally both verbally and in writing.
• Strong organization, planning, prioritization, and detail orientation skills.
• Excellent time management skills with a demonstrated ability to work well under pressure, multi‑task, follow through on commitments and meet deadlines.
• Critical thinking skills.
• Attendance and punctuality are essential functions of the job.

PREFERRED SKILLS

• 10‑key
• Experience within the financial services, loan servicing, banking, real estate, and/or mortgage industries.
• Knowledge of loan process and loan documentation.

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 10 pounds.

EEO STATEMENT

EOE - BancFirst is an Equal Opportunity employer.