Admin Assistant, Commercial Loans/CSR jobs in United States
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BancFirst · 4 days ago

Admin Assistant, Commercial Loans/CSR

BancFirst is a $14 billion bank committed to investing in the future of Oklahoma communities. They are seeking a Commercial Loan Assistant/CSR to assist lending staff with daily responsibilities including document collection, loan closings, and customer interactions to accommodate banking needs.

BankingCommercialFinancial Services

Responsibilities

Assist lending staff with daily responsibilities, including document collection, loan closings, and telephone / personal interaction with customers and third-party vendors to accommodate banking needs
Produce loan documents using Decision Pro and/or Laser Pro
Review closing documents prior to loan funding and ensures any pending items are addressed
Work Lender’s Technical Exceptions
Assists in obtaining updated financial statements, credit reports, and other financial information to maintain the servicing file
Efficiently process customer requests, including but not limited to, opening new accounts, account maintenance, check orders, stop payments, ATM/Check Card disputes, balance inquiries, balance transfers, etc
Interact with staff and departments for accurate resolutions to problems and errors
Perform other duties and projects as assigned

Qualification

Customer service skillsLoan process knowledgeMicrosoft Office proficiencyBanking software knowledgeProblem solving skillsInterpersonal skillsCommunication skillsDetail orientedCritical thinkingWork ethic

Required

Excellent customer service skills
Knowledge of loan process and loan documentation preferred
Proficient in Microsoft Office and knowledge of banking software applications
New Account Opening process
Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines
Demonstrate above average problem solving and interpersonal skills
Outstanding listening and communication skills, both written and verbal
Detail oriented, Critical thinking and Excellent work ethic
Must be flexible and able to work additional hours when crucial to the department
Attendance and punctuality is an essential function of the job

Benefits

Excellent benefits
Learning environment that allows them to continuously improve their skills

Company

BancFirst

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BancFirst provides a range of commercial banking services to retail customers, and small to medium-sized businesses.

Funding

Current Stage
Public Company
Total Funding
$3.65M
2015-04-28Post Ipo Equity· $3.65M
1993-04-08IPO

Leadership Team

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Kevin Callahan
Chief Technology Officer
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Kevin Lawrence
Chief Financial Officer
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Company data provided by crunchbase