Lending Assistant

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

Job summary

A regional financial institution in Tulsa, Oklahoma is seeking a Senior Lending Assistant. This role is essential for facilitating loan closings and servicing, requiring over 5 years of experience in commercial lending documentation. Responsibilities include supporting the Lending Team, processing loan applications, and providing outstanding customer service. The ideal candidate will possess strong analytical skills, attention to detail, and advanced proficiency in Microsoft Office. This position offers a dynamic work environment within the bank, aiming for high-quality service delivery.

Qualifications

• 5+ years of commercial lending documentation experience.
• High level of professionalism and integrity.
• Ability to work independently and within a team.

Responsibilities

• Facilitate loan closings and servicing for the Lending Team.
• Process applications for commercial and private banking customers.
• Act as a liaison between the Private Banking Officer and Loan Operations Team.

Skills

Strong analytical skills

Excellent written and verbal communication

Organizational skills

Problem-solving abilities

Attention to detail

Education

Associate’s degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

Job description

Blue Sky Bank is seeking a Senior Lending Assistant in Tulsa, Oklahoma!

This position is a critical role that facilitates loan closings and loan servicing for the Lending Team. This position requires knowledge of loans with pending closing dates, organizing required documentation, and monitoring ongoing requirements of all open loans. This position promotes business for the bank by providing exceptional customer service and referring and cross‑selling appropriate bank products and services.

Primary Responsibilities

• Partners with the Co-Lead Portfolio Managers for all training, support, and guidance.
• Assists the Co-Lead Portfolio Managers with compiling documentation for audits.
• Assists the Loan Operations Team with monitoring the receipt and recording of recordables for the Private Banking Officer as well as researching and obtaining payments for title searches ordered for Private Banking Officer that were not collected at closing, etc. as needed.
• Assists the Loan Operations Team with tracking recordables and title searches as needed.
• Acts as the initial point of contact for customer inquiries and closings for the Private Banking Officer.
• Acts as a liaison between the Private Banking Officer and the Loan Operations Team.
• Processes applications for commercial and private banking customers.
• Inputs applicants’ information into credit routing system to include Borrowers, Guarantors, and all signers.
• Completes Red Flag and CIP information.
• Coordinates loan closings with the Private Banking Officer and Loan Operations Team to include, but is not limited to ordering credit bureau reports, ordering flood certificates, ordering title work, ordering appraisals, requesting loan documents, collecting loan closing fees, etc.
• Performs UCC searches.
• Processes, compiles, and sends loan documents to Loan Operations Team for funding/closing.
• Processes loan advances per loan policy guidelines and coordinates loan payment processing as requested by the Private Banking Officer.
• Monitors loan and credit exceptions: Reviews exception reports and requests updated information from the Borrower and/or Private Banking Officer. Submits documentation to Loan Operations Team for processing.
• Monitors daily overdrafts and coordinates with the Private Banking Officer on how to answer each overdraft.
• Monitors other loan reporting (including but not limited to past due and coming due loans).
• Demonstrates an understanding of financial spreads, modeling, and monitoring.
• Establishes, builds, develops, grows, and maintains professional banking relationships with customers.
• Assists customers with all account and loan payment inquiries.
• Participates in and/or independently executes the sales process when necessary.

General Responsibilities

• Meets or exceeds assigned performance goals.
• Represents the Bank embodying the Bank’s mission, vision, and core values.
• Demonstrates a professional business image and demeanor.
• Provides consistent, distinctive service to all customers when delivering the Bank service experience.
• Recognizes red flags, scams, fraud, phishing, etc.
• Practices safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols.
• Stays current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
• Performs responsibilities during Bank hours by being physically present in the Bank an average of 40 hours each week based on business needs.
• Travels between branches as needed.
• Performs other responsibilities as assigned by management.

Qualifications

• Education: Associate’s degree or equivalent experience required.
• Experience: 5+ years of commercial lending documentation/administration experience.
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
• High level of professionalism and integrity.
• Flexible, adaptable, and willing to continuously learn.
• Strong analytical and problem‑solving abilities.
• Excellent written and verbal communications skills.
• Ability to work both independently and as part of a team.
• Exceptional organizational skills, with the ability to prioritize and effectively execute multiple tasks and projects simultaneously.
• Strong work ethic and attention to detail.
• Thorough knowledge and understanding of commercial lending documentation/ administration.
• Advanced knowledge of Microsoft Excel and Microsoft Word.