Commercial Lending Assistant - Edmond, OK Location

PEOPLES BANK & TRUST; Edmond (OK); On-site; USD 36,000 - 48,000; Full time

Job summary

People’s Bank & Trust Co. is seeking a Commercial Lending Assistant to support the commercial lending team with loan documentation, processing, and client service.

You will help prepare applications, collect information, and maintain accurate loan files to ensure smooth approvals. The role requires strong attention to detail, solid organizational and communication skills, and familiarity with financial software.

Qualifications

• Experience in a financial or administrative role in banking preferred.
• Strong attention to detail and organization required.
• Excellent communication and interpersonal skills desired.
• Proficient with Excel and Word; financial software familiarity is a plus.
• Ability to work independently and as part of a team; banking regulations knowledge is a plus.

Responsibilities

• Assist in the preparation and processing of commercial loan applications and documents, ensuring accuracy and compliance with policies and regulatory requirements.
• Coordinate with loan officers and clients to gather information necessary for loan processing and approval.
• Maintain and update loan files and records electronically and physically to stay complete and current.
• Provide excellent customer service by responding to client inquiries and supporting throughout the loan process.
• Perform preliminary analysis of loan applications to ensure all required data is provided and accurately assessed.
• Collaborate with other departments to expedite loan processing and approvals, adhering to timelines and procedures.
• Assist in the preparation of reports and presentations related to the commercial lending process.
• Monitor the status of active loans and provide updates to clients and internal stakeholders as needed.
• Participate in departmental meetings and trainings to stay informed on industry regulations, trends, and best practices.

Skills

Attention to detail

Organizational skills

Communication skills

Independent work

Banking regulations knowledge

Education

High school diploma or equivalent

Associate or bachelor's degree in finance, business, or a related field

Tools

Excel

Word

Job description

Job Title: Commercial Lending Assistant

Position Type and Expected Hours of Work

This is a full‑time position with working hours of Monday through Friday 8:00am to 5:00pm. Hours may vary based on business needs.

Job Summary

We are seeking a detail-oriented and proactive Commercial Lending Assistant to join our dynamic financial team. In this role, you will support the commercial lending department by assisting with the preparation, processing, and maintenance of loan documentation, as well as providing exceptional customer service to our clients. You will play a crucial part in ensuring efficient loan processing and delivering a seamless experience for our customers.

Key Responsibilities

• Assist in the preparation and processing of commercial loan applications and documents, ensuring accuracy and compliance with company policies and regulatory requirements.
• Coordinate with loan officers and clients to gather information necessary for loan processing and approval.
• Maintain and update loan files and records, both electronically and in physical formats, to ensure they are complete and up-to-date.
• Provide excellent customer service by responding to client inquiries, resolving issues, and offering support throughout the loan process.
• Perform preliminary analysis of loan applications to ensure all required data is provided and accurately assessed.
• Collaborate with other departments to expedite loan processing and approvals, ensuring adherence to timelines and procedures.
• Assist in the preparation of reports and presentations related to the commercial lending process.
• Monitor the status of active loans and provide updates to both clients and internal stakeholders as needed.
• Participate in departmental meetings and trainings to stay informed on industry regulations, trends, and best practices.

Qualifications

• Proven experience in a financial or administrative role, preferably within a banking or commercial lending environment.
• Strong attention to detail and organizational skills to manage multiple tasks and priorities effectively.
• Excellent communication and interpersonal skills to liaise with clients and team members professionally.
• Proficiency in using financial software and Microsoft Office Suite, particularly Excel and Word.
• Ability to work independently as well as part of a collaborative team.
• Familiarity with banking regulations and compliance standards is a plus.
• High school diploma or equivalent required; an associate or bachelor's degree in finance, business, or a related field is preferred.

Why Join Us

• - Opportunity to grow and advance your career within a reputable financial institution.
• - Supportive and inclusive company culture that values innovation and teamwork.
• - Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
• -Engage with a diverse clientele and contribute to the success of local businesses.
• - Great benefits; health, dental, vision, 401k retirement plans, paid time off any many other great offerings.

AAP/EEO Statement

People’s Bank & Trust Co is an Equal Employment Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law.