Citizens Bank of Edmond ยท 2 weeks ago
Loan Assistant
Lending Center - Edmond, OK 73034
Full-time
Onsite
New Grad, Entry LevelCitizens Bank of Edmond is seeking a Loan Assistant to provide essential administrative and operational support to the Lending team. The role involves ensuring smooth processing of loan transactions, coordinating with various teams, and maintaining confidentiality of customer financial information.
BankingFinancial Services
Responsibilities
Serve as a flexible resource providing essential administrative and operational support to the Lending team, including Loan Officers, Commercial Relationship Managers, and other Loan Assistants
Help ensure the smooth processing of loan transactions and supports the lending team process through research and coordination
Communicate effectively with internal departments and external vendors to ensure seamless loan processing
Resolve loan related incoming customer inquiry calls and follow up with customers as needed
Perform draw requests, loan related maintenance forms, outgoing wire requests, work loan reports
Prepare and organize loan files for loan document preparation and closings
Coordinate with document preparation and loan ops teams/ to ensure timely and accurate loan documentation is provided
Provide administrative support to Loan Officers, Loan Assistants, and Commercial Relationship Managers as needed
Maintain confidentiality and always protect customer financial information
Perform other duties as assigned by management
Qualification
Required
Excellent communication verbally/written and interpersonal skills
Strong problem-solving abilities, multi-tasking and attention to detail
Communicate effectively with internal departments and external vendors to ensure seamless loan processing
Resolve loan related incoming customer inquiry calls and follow up with customers as needed
Perform draw requests, loan related maintenance forms, outgoing wire requests, work loan reports
Prepare and organize loan files for loan document preparation and closings
Coordinate with document preparation and loan ops teams to ensure timely and accurate loan documentation is provided
Provide administrative support to Loan Officers, Loan Assistants, and Commercial Relationship Managers as needed
Maintain confidentiality and always protect customer financial information
Performs other duties as assigned by management
Strong organizational skills and attention to detail
Ability to manage multiple tasks and deadlines
Proficiency in Microsoft Office Suite
Preferred
Prior experience in banking, lending operations, or administrative support preferred
Previous experience in banking or financial services is preferred
Strong knowledge of financial products and services for consumers
Company
Citizens Bank of Edmond
Citizens Bank of Edmond is a bank based in Edmond, Oklahoma that specializes in banking and loans services.
Founded in 1901
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jill Castilla
Chairman, President and CEO
Recent News
The Journal Record
2025-09-17
FF News | Fintech Finance
2025-06-03
2024-11-01
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