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
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
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