LOAN ASSISTANT

Bank NA; Broken Arrow (OK); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank NA in Broken Arrow, OK is seeking a Loan Assistant to provide administrative support to the Market President and Lending Team, handling loan documentation and compliance while delivering excellent client service.

The ideal candidate has at least 3 years of lending assistance experience, a high school diploma with higher education preferred, and strong knowledge of loan processing and banking software. This role requires meticulous organization and effective communication.

Qualifications

• High school diploma required; associate’s or bachelor’s degree in finance, business, or a related field preferred.
• At least 3 years of lending assistance experience.
• Knowledge of loan processing procedures and regulatory requirements.
• Proficiency in Microsoft Office and banking software.
• Excellent organizational and attention to detail.
• Strong communication and customer service skills.

Responsibilities

• Assist with completing loan applications, ensuring accuracy and completeness of all required documentation.
• Assist in collecting and verifying financial information from borrowers.
• Work closely with loan officers to maintain loan files and ensure compliance with internal policies and external regulations.
• Coordinate loan closings, including scheduling and preparation of required closing documents.
• Ensure all loan files are properly documented and uploaded into the bank’s loan processing system.
• Act as a liaison between borrowers, loan officers, and other departments to facilitate loan transactions.
• Provide timely updates to clients regarding loan status and next steps.
• Support reporting, scheduling, and correspondence for the Lending Team.

Skills

Loan processing procedures

Regulatory requirements

Microsoft Office (Word, Excel, Outlook

Banking software

Excellent organizational skills

Strong communication and customer服务

multitasking & deadlines

Discretion with confidential data

Education

High school diploma

Associate’s or bachelor’s degree in finance or business

Tools

Microsoft Office

Banking software

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.

LOAN ASSISTANT

10 days ago Requisition ID: 1018

Salary: Commensurate with experience

Position Summary

The Loan Assistant provides administrative and operational support to the Market President and Lending Team. This role is essential in ensuring the efficient processing of loan documentation, maintaining compliance with banking regulations, and delivering excellent customer service to clients. The ideal candidate is detail-oriented, highly organized, and committed to supporting a dynamic lending team in a community banking environment.

Qualifications & Skills

• At least 3 Yearsof previous lending assistance experience required
• High school diploma required; associate’s or bachelor’s degree in finance, business, or a related field preferred.
• Strong knowledge of loan processing procedures and regulatory requirements.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and banking software.
• Excellent organizational skills with keen attention to detail and accuracy.
• Strong communication and customer service skills, with the ability to build relationships with clients and internal teams.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Discretion in handling confidential financial and customer information.

Key Responsibilities

Loan Processing & Documentation

• Assist with completing loan applications, ensuring accuracy and completeness of all required documentation.
• Assist in collecting and verifying financial information from borrowers.
• Work closely with loan officers to maintain loan files and ensure compliance with internal policies and external regulations.
• Coordinate loan closings, including scheduling and preparation of required closing documents.
• Ensure all loan files are properly documented and uploaded into the bank’s loan processing system.

Customer Service & Communication

• Act as a liaison between borrowers, loan officers, loan operations, and other departments to facilitate smooth loan transactions.
• Provide timely updates to clients regarding loan status, outstanding requirements, and next steps.
• Respond to customer inquiries professionally and efficiently, delivering a high level of service.

Administrative & Operational Support

• Assist the Market President and Lending Team with reporting, scheduling, and correspondence.
• Maintain organized loan files, ensuring all required documents are properly filed and easily accessible.
• Support loan officers in managing their pipelines by tracking deadlines, renewals, and outstanding items.
• Assist with preparing reports for management, audits, and regulatory compliance.

Compliance & Risk Management

• Ensure all loan-related activities adhere to regulatory requirements, bank policies, and industry best practices.
• Monitor loan documentation for accuracy and completeness to minimize risk exposure.
• Assist in preparing reports for internal audits, compliance reviews, and external regulators.

Physical Requirements/Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is regularly required to sit, talk, hear, and verbally communicate with co-workers and customers and should be able to listen to instructions to perform tasks requested. The employee is frequently required to stand, walk, and use hand to finger dexterity for repetitious computer machine input.
• The employee must occasionally lift and/or move up to 30 pounds.
• Specific vision abilities required by this job include close vision.
• The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• The noise level in the work environment is usually moderate.

Equal Opportunity Employer/Minorities/Female/Veteran/Disability