Loan Assistant

Loan Assistant

Weatherford, OK

POSITION SUMMARY 

Loan Assistants 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

Correspond with applicants to gather required financial information and documentation for the loan approval process

Input and maintain loan applications in the banking software applications 

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

Order title work, UCC searches, flood certificates, environmental reports, and other related data

Coordinates with borrower and/or insurance agents to obtain required insurance documentation

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

Work Lenders’ Technical Exceptions

Provide payoff information to customers or other organizations

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

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

Perform other job-related duties and special projects as assigned

Participation in various community and public events

Assist with other job-related duties 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

Excellent customer service skills

Proficient in Microsoft Office with the ability to quickly learn other banking software applications 

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

Must demonstrate a business professional image and demeanor at all times

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

Demonstrate above average problem solving and interpersonal skills

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

Outstanding listening and communication skills, both written and verbal

Detailed oriented

Critical thinking skills

Excellent work ethic

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

Attendance and punctuality are essential functions 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

BancFirst

122 N. Broadway

Weatherford, OK 73096

HOURS

Full Time

M-F

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst is a $13 billion bank offering personal and commercial products, trust, insurance, and investment services in sixty 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 - BancFirst is an Equal Opportunity employer.

Diversity…Our differences enhance business performance.