First United Bank · 1 day ago
Community Loan Assistant I
Durant, OK
Full-time
Onsite
Entry Level
1+ years expFirst United Bank is seeking a Community Loan Assistant I to provide exceptional service to bank customers by assisting with commercial loans and utilizing knowledge of various accounts and products. The role involves reviewing loan applications, evaluating credit histories, and maintaining customer relationships throughout the loan process.
BankingFinancial ServicesInsuranceLending
Responsibilities
Reviews completed loan applications. Collects data from clients including assets, salary information, debts, and employment status to assist clients as needed
Researches and corrects mistakes in applications for clients
Reviews financial and non-financial criteria in loan file documentation for missing or erroneous information
Evaluates credit histories for loan applications
Performs variety of clerical duties requiring knowledge of departmental procedures. Including providing assistance to Loan Officer with requests and tasks needed to complete and process loan applications
Finalizes loan contracts
Provides clients with loan payment details
Communicates regularly with customers to ensure they receive exceptional customer service throughout the process building long-term, trusting relationships
Maintains an active knowledge base of all the organization's loan products and a working knowledge of the qualifications to ensure compliance with laws, regulations and lending compliance guidelines
Handles customer complaints and escalates issues to supervisor as needed
Maintains cleanliness in and around work station
Recommends to supervisor possible methods to improve department
Completes all required compliance exams on a yearly basis
Adherence to all First United Policies and Procedures
Dresses professionally
Other duties as assigned by supervisor
Qualification
Required
High school diploma or GED required
Prior banking experience
One to two years of prior loan assistant experience
Basic mathematical skills
Proficient computer skills
Strong understanding of loans and loan products
Ability to initiate tasks and projects with little or no supervision
Exceptional customer service skills
Good problem-solving and decision making skills
Demonstrates good judgment
Strong organizational skills
Strong interpersonal skills and ability to work well with a wide range of people
Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication
Ability to use e-mail, phone, and other communication tools are necessary
Willingness to accept additional responsibilities
Dependable and adheres to time lines and schedules
Takes initiative in development and completion of projects
Company
First United Bank
First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$80.45M2022-02-01Series Unknown· $80.45M
Leadership Team
Tadd D. Tobkin
Executive Vice President
Recent News
2026-01-13
2025-11-11
2025-10-22
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