Loan assistant

POSITION SUMMARY

Loan Assistantact 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 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.

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

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

Assist with execution of loan documents as needed.

Assist & support with incoming telephone calls.

Assists in exception processing, including Insurance requirements, updated financial statements, credit reports, rent rolls, and other financial information to maintain the servicing file.

Documentation requirements for new loan processing and exceptions on coming due or past due.

Decision Pro processing, including enter loan information into Decision PRO, working the tracking list and attaching required documents for loan processing.

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.

• Knowledge of Decision Pro;
• Knowledge of loan process and loan documentation;

Perform other job related duties and special projects as assigned.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

Duties, responsibilities and activities may change at any time with or without notice.

REQUIREMENTS

• Strong knowledge of Microsoft Office including Excel and Word;
• 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;

Regular attendance and punctuality is an essential function of the job.

PREFERRED SKILLS

Keyboard skills / 40 wpm

10-key

Bilingual (Spanish) a plus

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;

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-nine 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.

Last updated : 2024-11-26