Secretary I, Loan

Loan Secretary I

Weatherford, OK    

POSITION SUMMARY  

Loan Secretaries act as a support to multiple loan officers and also assist other loan personnel that produce consumer, construction, commercial, agriculture, commercial real estate and residential real estate loans.  Performs various support duties pertinent to meeting the needs of our high profile customers and development of new business through the application and closing process.  Extensive contact with customers and the public both in person and on the phone.     

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.   Other duties may be assigned.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Assist lending staff with daily responsibilities, including document collection, closing, and telephone/personal interaction with customers and third party vendors to accommodate banking needs

Corresponds with applicant to gather required financial information for the loan approval process

Maintain open communication with members of the loan department as to the status of the loan and with vendors, and any other required parties, to the loan transaction

Order preliminary title policy, UCC searches, Flood Certificates, environmental reports, and other related data

Coordinates with loan officer regarding issues with the policy, UCC searches, and other credit related reports

Review closing documents prior to loan funding and ensures any pending items are addressed

Coordinates with borrower and/or insurance agent for lapsed or expiring insurances

Assists in obtaining updated financial statements, credit reports, rent rolls, and other financial information to maintain the servicing file

Provide payoff information to customers or other organizations

Work Lender’s Technical Exceptions

Participation in various community and public events

Interact with staff and departments for accurate resolutions to problems and errors

Assist with other job related duties as assigned

REQUIREMENTS

Excellent customer service skills

Strong knowledge of Microsoft Office

Proficient knowledge of BancFirst Loan Policy and Procedures, the Uniform Commercial Code, Business Law, Real Estate Law, and Federal Compliance Regulations, the training for which will be provided by BancFirst

Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines

Work well individually and with a team while maintaining a positive attitude

Must demonstrate a business professional image and demeanor at all times

Able to communicate professionally both verbally and in writing

Work well under stress and deadlines while managing multiple tasks

Critical thinking skills

Excellent work ethic

Must be flexible and able to work additional hours when crucial to the department 

Attendance and punctuality is an essential function of the job

PREFERRED SKILLS AND QUALIFICATIONS

Knowledge of loan process and loan documentation is helpful, but not required

PHYSICAL REQUIREMENTS

Constant use of computer screens 

Ability to operate a computer keyboard, use hand to finger, handle or feel, reach with hands and arms, and talk, see or hear  

Intermittently standing, stooping, bending at the waist, walking, kneeling or crouching 

Ability to sit and/or stand for long periods of time during the workday

 Long periods of typing and repetitive motion

 Ability to lift and/or move and carry 10 pounds

LOCATION

Onsite position

BancFirst, Weatherford

HOURS

Full Time

M-F

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-four Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.

EOE/AA - BancFirst is an Equal Opportunity and Affirmative Action employer.  
 

Diversity…Our differences enhance business performance.