Private Banking Loan Administrative Assistant

Overview

Private Banking Loan Administrative Assistant

Onsite Position

Banc First Tower, Downtown Oklahoma City

100 N. Broadway Avenue, OKC 73102

Full Time

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.

• Liaison between other departments within the bank to provide excellent customer service
• Typing loan memorandums, miscellaneous memos, letters, and internal emails
• Interface with high-profile bank customers in person and by phone
• Order vendor documents and work closely with title companies for closings
• Build and maintain files
• Provide quality customer service in person and on the phone
• Regular and consistent attendance is an essential function of the position
• Perform other job duties and special projects 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.

• Knowledge of loan documentation and lending practices
• A cooperative team player with excellent interpersonal skills
• Able to manage multiple tasks
• Must possess the ability to work very well with all kinds of people and enjoy heavy customer service tasks
• Knowledge of sales tools and presentation
• Knowledge of daily bank operations, including security issues
• Knowledge of federal, state, and bank policy, procedure and regulations
• Ability to communicate verbally and in writing
• Proficient in Horizon Systems, Systeme, and computer usage
• Proficiency with Microsoft Office and knowledge of, or the ability to quickly learn banking software applications
• Must be able to inter-act with other offices and departments for accurate resolutions to problems, errors, in addition to timely completion of job tasks
• Critical thinking skills
• Must work well under stress and deadlines
• Demonstrated good attendance and punctuality

• Constant use of computer screens and reading of reports
• Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile
• Regularly required to sit, 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 to file materials
• Regularly lift and/or move and carry up to 5 pounds

Hometown service, statewide strength. Banc First is committed to investing in the future of Oklahoma communities. Banc First is a $14 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 - Banc First is an Equal Opportunity employer.