Private Bank - Lending Assistant (Tulsa)
Tulsa, Oklahoma
FULL_TIME |
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