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
Required
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Excellent customer service skills
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excellent written and oral communication skills
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general knowledge of bank processes
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3 year(s): loan processing or loan servicing experience in a similar financial environment
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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