What are the responsibilities and job description for the Senior Private Banking Loan Assistant position at Blue Sky Bank?
Description
Blue Sky Bank is seeking an on-site Senior Private Banking Loan Assistant in Tulsa, Oklahoma!
Support successful loan closings. Build strong customer relationships. Make a meaningful impact.
As a Senior Private Banking Loan Assistant, you will play an essential role in facilitating private banking transactions from application through closing and ongoing servicing. You'll support our Private Banking lender and work closely with Portfolio Managers, Loan Operations, and customers to ensure a seamless lending experience while maintaining compliance with bank policies and procedures.
Why Blue Sky Bank?
- Benefits – Enjoy a comprehensive benefits package that includes a starting accrual of three weeks of paid time off, a 401(k) plan with employer matching, and medical, dental, and vision insurance. Additional benefits include a Health Savings Account (HSA), Flexible Spending Account (FSA), Dependent Care FSA, voluntary accident and critical illness coverage, and 100% employer-paid short-term disability, long-term disability, and group life/AD&D insurance, as well as optional voluntary life/AD&D coverage.
- Professional Growth – Expand your knowledge of private banking, loan operations, portfolio management, and customer relationship development.
- Impactful Work – Contribute directly to the success of local businesses, families, and communities by helping facilitate critical financing solutions.
What You'll Do
- Process private banking and commercial loan applications and maintain accurate loan records
- Coordinate loan closings, including ordering credit reports, flood certificates, title work, and appraisals
- Perform UCC searches and prepare loan documentation for funding and closing
- Collect required documentation and closing fees to ensure timely loan closings
- Process loan advances and coordinate loan payment requests
- Serve as the primary point of contact for customer loan inquiries and closings
- Build and maintain strong customer relationships through exceptional service
- Assist customers with loan and account-related questions
- Identify opportunities to refer and cross-sell appropriate bank products and services
- Monitor loan and credit exceptions and obtain required borrower documentation
- Track past-due, coming-due, and overdraft reports, coordinating follow-up actions as needed
- Support ongoing loan servicing requirements and documentation maintenance
- Demonstrate an understanding of financial spreads, modeling, and portfolio monitoring
- Act as a liaison between lending and operations teams to ensure smooth communication and workflow
- Assist with audit preparation and documentation requests
- Support tracking of recordable documents, title work, and loan-related documentation
Requirements
- Education: Associate’s degree or equivalent experience required.
- Experience: 5 years of private banking documentation/administration experience.
- Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation.
- High level of professionalism and integrity.
- Flexible, adaptable, and willing to continuously learn.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communications skills.
- Ability to work both independently and as part of a team.
- Exceptional organizational skills, with the ability to prioritize and effectively execute multiple tasks and projects simultaneously.
- Strong work ethic and attention to detail.
- Thorough knowledge and understanding of commercial lending documentation/ administration.
- Advanced knowledge of Microsoft Excel and Microsoft Word.
- Excellent customer service skills.