8 Credit Specialist III Jobs in Tulsa, OK
Blue Sky Bank is Hiring a Credit Specialist III Near Tulsa, OK
Blue Sky Bank is now accepting applications for a Credit Specialist III in Tulsa, Oklahoma. APPLY NOW and join Blue Sky Bank - where YOU matter !
Summary: A Credit Specialist III assists the Managing Director of Credit Administration, Credit Specialist Lead, and Loan Processing Team ensuring compliance with the Bank's loan policy and all regulatory requirements.
Primary Responsibilities:
- Performs daily post-closing review of new and renewed loans, reviews reports for misapplied or unposted transactions, and monitors internal accounts for incoming fees.
- Prepares and revises monthly reporting for FHLB, SBA, and PCBB. Builds internal reports to identify potential missing/incorrect data pertaining to loan accounts. Manages monthly exceptions report and add or remove exceptions, as necessary.
- Reviews loan agreements and adds covenants to tickler system. Satisfies ticklers as financial and collateral documentation is received.
- Facilitates appraisal requests by engaging with appraisers, ordering appraisal reports and reviews, and maintaining records of correspondence to remain within compliance.
- Periodically verifies documents are being uploaded properly, accounts are being routinely balanced, and all ticklers are being added/satisfied.
- Performs the responsibilities of a Credit Specialist I as required and necessary.
- Performs clerical duties including answering phones, assisting customers with questions and balance inquiries, or transferring to appropriate department/employee.
- Files both physical and electronic loan documents as well as verifying that they have been filed correctly and clearly within the e-filing system.
- Assists operations staff with daily responsibilities involving mailing notices, posting transactions, paying invoices, and facilitating officer or processor requests.
- Performs the responsibilities of a Credit Specialist II as required and necessary.
- Monitors and reconciles general ledger accounts, internal loan accounts, floor plans, and holding accounts. Resolves discrepancies as necessary and tracking reconciliation reports.
- Reviews daily reports for transactional or system errors and providing management with reports necessary for compliance.
- Performs operational duties including mailing paid outs, filing mortgages and UCCs, tracking property and flood insurance, processing participation payments, and facilitating officer or processor requests.
- Processes of mortgage escrow. Issues payments for insurance and taxes. Performs annual reviews.
- Performance of all job duties and responsibilities by being physically present at the Bank an average of 40 hours each week based on business needs.
- Other responsibilities as requested and assigned by management.
Requirements
- Bachelor's Degree in finance, accounting, or other business-related fields (preferred).
- 3-4 years of banking experience.
- Accuracy and Attention to Detail.
- Strong time management skills to meet all deadlines.
- Communication Proficiency.
- Problem Solving/Analysis.
- Adaptability.
- Excellent customer service skills.
Job Summary
Full Time
$35k-46k (estimate)
05/03/2024
05/16/2024
bluesky.bank
PAWHUSKA, OK
25 - 50
1905
PAM CARPENTER
$10M - $50M
Banking
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About Blue Sky Bank
A BANK FOUNDED OVER 115 YEARS AGO. ON A MISSION TO BUILD OUR COMMUNITIES ONE AT A TIME FOR THE NEXT 100. We have been deeply rooted in the cities and small towns we serve since 1905. We strengthen our communities by providing access to capital and making real world expert advice easily obtainable. No other bank is built to serve local people and business owners the way we can.
The following is the career advancement route for Credit Specialist III positions, which can be used as a reference in future career path planning. As a Credit Specialist III, it can be promoted into senior positions as a Loan Servicing Clerk III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Credit Specialist III. You can explore the career advancement for a Credit Specialist III below and select your interested title to get hiring information.
