Loan Assistant

Mabrey Bank; Tulsa (OK); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Community investment

Family owned

Team learning & development

Visible leadership

Job summary

Mabrey Bank in Tulsa, OK is seeking a Loan Assistant to support Lending Officers and oversee the loan process from start to close. You will act as a liaison between clients, officers, and the Credit Administration team, ensuring timely collection of documents and accuracy.

This full-time role requires a High School Diploma or GED, strong PC skills, and at least three years of banking experience. You will perform admin duties, pull credit reports, handle insurance and title work, and keep Lending

Qualifications

• High School Diploma or GED.
• Three+ years of banking experience.
• Proficient use of a personal computer.
• Analytical and problem-solving skills.
• Excellent interpersonal, verbal, and written communication skills.

Responsibilities

• Ensure all necessary documentation is obtained in a timely manner and loans are accurate and compliant.
• Perform a variety of administrative duties such as pulling credit reports, completing requests for insurance, title work, and building new customer profiles on the system.
• Review and sort loan documents for closings such as preparing disbursement, completing loan checklists, and imaging loan packets.
• Provide designated Lending Officers with regular updates on the status of new loans and customer needs.

Skills

Analytical skills

Interpersonal skills

Verbal & written communication

Education

High School Diploma or GED

Three+ years of banking experience

Job description

As a Loan Assistant, you will provide assistance to designated Lending Officers related to all aspects of the loan process. You will oversee the entire loan process and serve as a liaison between our client, Lending Officer, and the Credit Administration team.

This is a full-time position. Usual days and hours are Monday through Friday, 8:30am to 5:00pm. Hours vary depending on business needs.

What you’ll need to be our Loan Assistant:

• High School Diploma or GED.
• Proficient use of a personal computer.
• Three-plus years of banking experience.
• Analytical and problem-solving skills.
• Excellent interpersonal, verbal, and written communication skills.

Why you’ll enjoy working at Mabrey:

• Commitment to community investment and engagement.
• Family owned and locally operated.
• Dedication to team member learning and development.
• Visible leadership with a commitment to service.

What you’ll do as a Loan Assistant:

• Ensure all necessary documentation is obtained in a timely manner and loans are accurate and compliant.
• Perform a variety of administrative duties such as pulling credit reports, completing requests for insurance, title work, and building new customer profiles on the system.
• Review and sort loan documents for closings such as preparing disbursement, completing loan checklists, and imaging loan packets.
• Provide designated Lending Officers with regular updates on the status of new loans and customer needs.

Who We Are:

Mabrey Bank is dedicated to providing the personalized service of a family-owned bank, while delivering financial offerings and technologies of larger, national institutions. With a legacy spanning four generations, the Mabrey family has played a pivotal role in providing consistent leadership to both the organization and communities served.

Mabrey Bank is an equal opportunity employer. We are continuously committed to providing equal employment to all qualified applicants. Teammates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.