Loan Assistant

Wisdom Heritage Bank; Enid (OK); On-site; USD 30,000 - 46,000; Full time

Job summary

Alva State Bank & Trust Company in Enid, Oklahoma is seeking a Loan Assistant to support loan officers, credit analysts and underwriters by handling daily loan activity, gathering documents, and preparing related loan files.

The role emphasizes timely customer service, adherence to bank procedures, and confidentiality, with a 90-day review and background checks.

Qualifications

• High school diploma or equivalent is required.
• Some college coursework preferred.

Responsibilities

• Build and maintain excellent customer relationships and trust.
• Assist loan officers and lending staff with daily duties such as due dates and payments.
• Prepare loan documents for new and renewed loans and help customers sign required papers.
• Process loan payments, advances and paydowns following bank procedures.
• Maintain customer files and ensure confidentiality per bank policies.

Education

High School Diploma or Equivalent

Some college coursework

Job description

Position: Loan Assistant

Location: Enid, Oklahoma

Department: Lending

Experience: High school diploma or equivalent a must, some college preferred.

About Alva State Bank & Trust Company:

Alva State Bank & Trust Company is a family-owned bank serving the farming and community needs of

Northwest Oklahoma since 1901. We are very proud to have been a part of the growth and progress of

our local communities and look forward to serving Northwest Oklahoma for years to come.

Position Description:

The Loan Assistant will assist loan officers, credit analysts and underwriters by performing

essential duties related to daily loan activity and functions. This may include obtaining required

documents from customers, preparing related loan documents, filing, scanning and classifying

documents, as well as processing loan payments and advances. This position also requires providing

timely and professional customer service and complying with bank operations and security procedures

while maintaining complete confidentiality in all areas of work.

Position Requirements:

High school diploma or equivalent a must, come college preferred.

Functions and Accountabilities: Including but not limited to.

• Build and maintain excellent customer relationships; seek to establish trust and confidence
• Assist the loan officers and other lending or credit staff with daily duties; which may include keeping calendars of due dates, meetings, and payments
• Prepare loan documents for customers on new and renewed loans; assist customers in signing required documents as necessary
• Help customers with questions, concerns and problems they may have or direct them to the appropriate staff when necessary
• Complete loan payments, advances, and paydowns for customers as needed, process paid notes according to bank protocol
• Maintain customer files in an appropriate manner and accordance with bank procedures, scanning, filing, organizing, shredding and other areas as needed
• Acquire and demonstrate a thorough working knowledge of customer products and services
• Other accountabilities as required

This position is subject to completion of 90-day review period

Applicants are subject to background and credit checks.

Alva State Bank & Trust Company is an equal opportunity employer.

Please send information to: Tami Cooper

Human Resources Specialist Alva State Bank & Trust Company PO Box 37

Alva, OK 73717