Commercial Banking Administrative Assistant

BancFirst; Oklahoma City (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

BancFirst is seeking a Commercial Banking Administrative Assistant to provide front-line support for loan officers and commercial clients. This fully onsite role requires handling daily banking tasks, maintaining records, and coordinating loan-related activities within a confidential environment.

The ideal candidate will have excellent customer service, strong communication, attention to detail, and the ability to manage multiple tasks under deadlines.

Qualifications

• Excellent customer service skills with professional verbal and written communication abilities.
• Highly detail-oriented, organized, and able to effectively prioritize and manage multiple tasks while meeting deadlines and performing well under pressure.
• Proficient in Microsoft Office and knowledge of and/or ability to quickly learn new banking systems and technologies.

Responsibilities

• Provide support to multiple loan officers by assisting with the management of deposit and lending relationships of new and existing commercial clients.
• Assist with officers’ loan and deposit portfolio by monitoring daily and monthly reports and collecting any necessary information.
• Oversee loan origination process by communicating with all parties involved, gather all supporting documents for loan requests, review loan documents, coordinate loan closings and execution of loan documents, and handle loan fundings.
• Maintain organized records and documentation throughout the loan process and ensure compliance with regulations, policies, and procedures.
• Liaison between other departments within the bank to provide excellent customer service.
• Handle daily client requests such as account maintenance, wire originations, funds transfers, loan payments/advances, and other general inquiries to accommodate all banking needs.
• Manage loan officers’ schedules, coordinate meetings, handling phone calls/emails, and other department related duties as requested.

Skills

Customer service

Verbal communication

Written communication

Detail-oriented

Organized

Task prioritization

Tools

Microsoft Office

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Commercial Banking Administrative Assistant

Commercial Banking Administrative Assistant

Fully Onsite Position

BancFirst Tower, Downtown Oklahoma City

100 N. Broadway Avenue, OKC 73102

Full Time

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Provide support to multiple loan officers by assisting with the management of deposit and lending relationships of new and existing commercial clients.

Assist with officers’ loan and deposit portfolio by monitoring daily and monthly reports and collecting any necessary information.

Oversee loan origination process by communicating with all parties involved, gather all supporting documents for loan requests, review loan documents, coordinate loan closings and execution of loan documents, and handle loan fundings.

Maintain organized records and documentation throughout the loan process and ensure compliance with regulations, policies, and procedures.

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

Handle daily client requests such as account maintenance, wire originations, funds transfers, loan payments/advances, and other general inquiries to accommodate all banking needs.

Manage loan officers’ schedules, coordinate meetings, handling phone calls/emails, and other department related duties as requested.

REQUIREMENTS

Excellent customer service skills with professional verbal and written communication abilities.

Highly detail-oriented, organized, and able to effectively prioritize and manage multiple tasks while meeting deadlines and performing well under pressure.

Proficient in Microsoft Office and knowledge of and/or ability to quickly learn new banking systems and technologies.

Work effectively in a highly sensitive environment while maintaining confidentiality and exercising sound judgement when handling confidential matters.

Excellent work ethic and must demonstrate a business professional image and demeanor.

Work well individually and with team members while presenting a positive attitude.

Regular attendance and punctuality are an essential function of the job.

PREFERRED SKILLS

Experience in loan administration, banking, and/or mortgage industries.

PHYSICAL REQUIREMENTS

Constant use of computer screens and reading reports.

Ability to operate computer keyboards, multi-line telephone, photocopier, scanner and facsimile.

Regularly required to sit, 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 to file materials.

Ability to lift and/or move and carry 5 pounds.

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE - BancFirst is an Equal Opportunity employer.