Onsite Private Banking Loan Administrator

Posted 13 hours ago

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About the role

  • Private Banking Loan Administrative Assistant providing customer service and support for loan operations at BancFirst in Oklahoma City. Liaising with high-profile customers and managing loan documentation.

Responsibilities

  • Liaison between other departments within the bank to provide excellent customer service
  • Wire transfers/Funds transfers/Payments, stop payments, operations
  • 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

Requirements

  • Excellent customer service skills
  • 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 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

Benefits

  • Excellent benefits
  • Learning environment that allows continuous skill improvement

Job title

Private Banking Loan Administrator

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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