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Loan Assistant/ Lending Specialist

Legacy Bank-Oklahoma, Oklahoma City, Oklahoma, United States, 73116

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Acts as the customers’ and lenders’ primary contact for all loan processing- including loan funding, collateral management, and problem resolution with regards to payments, loan closings, loan maintenance, etc. Directly responsible for the daily administration of all loans and related bank accounts. Coordinates and maintains commercial loan functions in accordance with Legacy Bank’s

Responsibilities

Compiles, prepares, reviews and maintains commercial loan documentation

Closes and advances approved loans/lines of credit

Provides notices and reports as necessary and assists with audits in the evaluation of loan operations performance

initiates timely follow-up with internal parties

Assist lenders in producing, copying, faxing, mailing and handling correspondence to internal or external parties as needed

Answers/places telephone calls to support Lenders/loan customers

Perform other duties as assigned

Qualifications Job Requirements

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High School Diploma or Equivalent, preference given to undergrad degree holder

Previous Loan/Banking Experience

Computer skills including Microsoft Office Suite, and Outlook

Strong Written and Verbal Communication Skills

Ability to work independently

Adheres to policy and procedure

Physical Requirements

May require long periods of standing or sitting

May include long periods of typing and repetitive motion

Must possess the ability to carry items sometimes weighing as much as 25 pounds

Minimum Qualifications (Education, Experience, Skills)

Hours will vary from week to week and may require some Saturdays.

This list includes the primary responsibilities of this position. It is subject to change.

This description retains the original language and structure while ensuring proper HTML semantics and accessibility.

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