Loan Assistant, Residential Construction Department en BancFirst

Loan Assistant, Residential Construction Department

Tulsa, OK    

LOCATION

BancFirst, Tulsa

7625 E. 51^st Street

Tulsa, OK 74145

HOURS

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.

BancFirst Tulsa’s Residential Construction Real Estate Department is seeking to fill the position of a Construction Loan Assistant. This position will assist the lending staff with preparing and obtaining the documentation required for construction and development loans. It will require working closely with all members of the department and the credit administration department as well as customers, title companies and insurance companies. 

Primary Duties:

• Prepare loan payoff statements
• Submit loan advance request from customers
• Research customer account and/or loan history
• Research DDA and loan histories for customers and provide statements as needed
• Order Flood Verifications
• Order OFAC and/or credit reports
• Prepare loan documents and assist with loan closings
• Monitor & assist clearing of loan exceptions; ensure customer financial documents are collected

• Support lending staff and portfolio manager as needed (special projects and using the LMS system)
• Assign incoming wires to credit the correct account/loan
• Check overdraft accounts
• Assist portfolio manager with clearing coming due and past due loans
• Attend NACM (Nation Association of Credit Managers) meetings
• Order preconstruction reports & input new loan information on the LMS system
• Regular and consistent attendance and punctuation is an essential function of this position

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.

REQUIREMENTS

Strong customer service skills

Excel proficient

Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications

Excellent verbal and written communications skills

Knowledge of grammar and punctuation rules

Critical thinking skills

Ability to work well under stress and deadlines

Must be able to manage multiple tasks

Detail oriented with a high degree of accuracy

Dependable self-starter

Must demonstrate a business professional image and demeanor at all times

Demonstrated good attendance and punctuality

PREFERRED SKILLS

Bilingual (Spanish) a plus

PHYSICAL REQUIREMENTS

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

Ability to lift and/or move and carry up to 10 pounds 

Hometown service, statewide strength. BancFirst is committed to investing in the future of Oklahoma communities. BancFirst 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 - BancFirst is an Equal Opportunity employer.

Diversity…Our differences enhance business performance.