Loan Assistant

DescriptionJob Summary

The Loan Assistant supports loan officers and the lending team by coordinating loan processing activities, managing documentation, and ensuring loan files are complete, accurate, and compliant. This role plays a key part in maintaining efficient workflow from application through closing while delivering a high level of service to both internal and external customers.

Essential Functions

Coordinate loan files from initial application through closing, ensuring all required documentation is collected and maintained
Review loan files for completeness and accuracy in accordance with bank policy and regulatory requirements
Communicate with borrowers to collect documentation, provide status updates, and answer process-related questions
Assist loan officers in clearing exceptions, missing documentation, and loan file deficiencies
Compile and organize applicant financial information, including credit, financial statements, and supporting documents
Prepare reports, correspondence, and internal documentation as requested
Assist with loan closing preparation, including verification of required signatures, approvals, and documentation
Coordinate with internal staff, title companies, and third parties to support timely loan closings
Maintain loan pipeline tracking, checklists, and document ticklers to ensure timely processing
Provide general administrative and operational support to lending staff

This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.
QualificationsPosition Requirements

High school diploma or GED required, additional coursework in finance, business, or accounting preferred
Prior banking or lending support experience preferred
Strong organizational skills with attention to detail
Ability to manage multiple priorities and deadlines in a fast-paced environment
Effective communication skills with both internal team members and customers
Proficiency in Microsoft Office products including Excel, Word, and Outlook
Ability to learn and utilize bank lending systems, document imaging and tracking tools

Other Requirements

Must reside in Oklahoma and pass a background and credit check
Occasional local travel to other bank locations, meetings, or training events may be required
This is an in-office position and requires availability during standard business hours to support lending staff and customers