Private Banking Lending Assistant

MidFirst Business Credit, Inc.; Oklahoma City (OK); On-site; USD 42,000 - 60,000; Full time

Job summary

MidFirst Business Credit, Inc. is seeking a Private Bank Lending Assistant to provide administrative support to a Private Banker at the Plaza building.

The role centers on overseeing loan origination, coordinating with loan officers, departments, clients and third parties, and handling related client inquiries and research. The position requires meticulous attention to detail, strong organizational and communication skills, and the ability to deliver exceptional client service in a fast-paced

Qualifications

• 1-3 years in Retail or Private Bank experience or commensurate experience
• Detail oriented with strong organizational skills
• Self-motivated to learn, meet deadlines, and deliver excellent client service
• Proficient with Microsoft Office and able to adapt to new systems
• Excellent written and verbal communication in a fast-paced environment

Responsibilities

• Oversee the loan origination process with loan officers, internal departments, clients and third parties
• Monitor account overdrafts, maturing loans and past-due loans
• Clear loan covenants and handle research items and new deposit account inquiries
• Assist with sponsorships, client entertainment and other special projects
• Communicate with Private Bank clients via email, phone and in-person

Skills

Attention to detail

Organizational skills

Communication skills

Client service

Tools

Microsoft Office

Job description

The Private Bank Lending Assistant is responsible for providing administrative support to a Private Banker located at the Plaza building. This position is primarily responsible for overseeing the loan origination process by working with loan officers, internal departments, clients, and third parties. Other client-related responsibilities include monitoring account overdrafts, maturing loans, past-due loans, loan covenant exception clearing, and facilitating miscellaneous requests including items needing research and new deposit account inquiries. Additional responsibilities include handling activities related to sponsorships, client entertainment, and other special projects.

This position requires a high level of attention to detail, organizational skills, self-motivation, and professionalism. The person in this role will communicate frequently with Private Bank clients via email, over the phone, and in-person.

Position Requirements:

• 1-3 years of Retail or Private Bank experience, or commensurate experience to include teller, loan, or bank operations. Previous administrative assistant experience strongly preferred.
• Must be detail oriented and have strong organizational skills
• Self-motivated to learn, ensure deadlines are met, and deliver excellent client service
• Proficient computer skills and ability to adapt quickly to new systems
• Demonstrate excellent communication skills. This includes the ability to write and speak in a professional manner and respond appropriately to inquiries in a fast-paced work environment.
• Strong proficiency with the Microsoft Office Suite

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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