Private Bank - Lending Assistant (Tulsa)

MidFirst Bank; Tulsa (OK); On-site; USD 45,000 - 65,000; Full time

Job summary

MidFirst Bank in Tulsa seeks a Private Banking support professional to assist Private Banking Officers with loan documentation, loan servicing, and client management, coordinating with other departments to meet internal and external customer needs.

Responsibilities include processing loan closings, preparing documents, loan funding, ordering title reports, UCC filings, and assisting with deposit activity and covenant monitoring.

Qualifications

• Three years of loan processing or loan servicing experience in a similar financial environment.
• Excellent customer service skills.
• General knowledge of bank processes.
• Excellent written and oral communication skills.
• Excellent PC skills.
• Working knowledge of deposit systems preferred.

Responsibilities

• Assist customers with lending activities, such as loan closings, preparation of loan documents, loan funding, title reports, UCC filings, and inquiries.
• Assist customers with deposit activities, including opening new accounts, wire transfers, account transfers, and exception item processing.
• Assist relationship managers with administrative tasks, including phones, correspondence, covenant monitoring, and file maintenance.
• Prepare monthly activity monitoring reports.
• Interact with customers and bank officers to process collection of documents and financial information.
• Other duties and projects as assigned.

Skills

Customer service

Communication skills

Bank processes

PC skills

Job description

DESCRIPTION

Provides support to Private Banking by assisting Private Banking Officers with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties may include, but are not limited to:

• Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding's, ordering title reports, UCC filings, and various inquires.
• Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires.
• Assist relationship managers with administrative responsibilities, such as but not limited to: phones, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering of financial information.
• Prepare various monthly activity monitoring reports.
• Interaction with customers and bank officers to process collection of various documents and financial information.
• Other duties and projects as assigned.

POSITION REQUIREMENTS

Three years of loan processing or loan servicing experience in a similar financial environment; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of deposit systems preferred.

Position on-site in Tulsa, considering local candidates

QUALIFICATIONS

• Experience

Experience

• Excellent customer service skills (required)
• excellent written and oral communication skills (required)
• general knowledge of bank processes (required)
• 3 years: loan processing or loan servicing experience in a similar financial environment (required)

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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For further information, please review the Know Your Rights notice from the Department of Labor.