Private Bank - Lending Assistant (Tulsa)

MidFirst Business Credit, Inc.; Tulsa, Northern (OK, KY); Hybrid; USD 42,000 - 54,000; Full time

Job summary

MidFirst Business Credit, Inc. in Tulsa is seeking a detail-oriented professional to support Private Banking by assisting Officers with loan documentation, loan servicing, client management, and cross-department coordination in Tulsa.

This on-site role requires at least three years in loan processing or servicing, excellent communication, and strong PC skills. You will prepare monthly activity reports and help with deposit activities and admin duties.

Qualifications

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

Responsibilities

• Assist customers with lending related activities including loan closings and document prep.
• Assist customers with deposit activities such as opening of new accounts and wire transfers.
• Support relationship managers with administrative tasks and covenant monitoring; prepare loan documents and gather financial information.
• Prepare monthly activity monitoring reports.
• Interact with customers and bank officers to collect documents and financial information.
• Handle other duties and projects as assigned.

Skills

Customer service

Written and verbal comms

Bank processes

PC skills

Job description

Requisition Number: PRIVA005351

• Posted : September 2, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Tulsa, OK 74114, USA

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

Required

excellent written and oral communication skills

general knowledge of bank processes

3 years:

loan processing or loan servicing experience in a similar financial environment

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.