- Develop and maintain favorable relationships with current clients.
- Identify and capture opportunities to cross-sell additional loan and other bank products to clients; including but not limited to partnering with and referring business to internal business partners and related experts to drive Bank profitability and efficiency.
- Assist in the sales proposal process, including accompanying the Portfolio Manager and Bankers on client and prospect calls.
- Monitor and input accurate data into the CRM and/or loan workflow system; including but not limited to ensuring accuracy on closing dates, pipeline, funding and paydown reports.
- Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting.
- Identify, collect and/or order, and review required due diligence items necessary to underwrite, document, and close new credit facilities, renewals, or modifications by working with applicant(s), internal employees, and outside vendors; including but not limited to organizational documents, financial statements, title policies, UCC searches, appraisal reports, environmental reports, and know-your-client documents.
- Upload required due diligence items, financial documents, and loan documents to the appropriate databases.
- Assist Bankers with requesting and reviewing attorney prepared loan documents to align with the approved credit memo and work with loan documentation team to facilitate the review of the documents.
- Obtain and review bank-prepared loan documents from the loan documentation team to align with approved credit memo.
- Facilitate the closing of credit facilities by gathering all the required loan documents and compliance related documentation for execution by the client; ensure all invoices have been paid and fees have been collected from the client; communicate with loan documentation and loan servicing teams regarding the closing, funding, and booking of the loan to the banks core system.
- Coordinate with Portfolio Managers and Commercial Credit Underwriters in obtaining, reviewing, and uploading updated financial statements, credit reports, and other financial information required to service commercial loans.
- Track, collect, and clear post-closing/nonmaterial exception items; including but not limited to final loan policies, recorded and original documents.
- Monitor, collect and clear upcoming and past due material exceptions and financial covenants as well as documentation.
- Manage the loan and relationship renewal and review process by coordinating with the client, Portfolio Manager, Banker, and credit department to ensure renewals are done prior to loan maturity and relationships are reviewed on an annual basis.
- Assist clients in making advances and pay downs on committed loan facilities, and complete routine account transactions.
- Review and process draw request packets.
- Monitor daily any overdrafts and past due payments; coordinate with client and/or banker to resolve.
- Serve as a Business Loan Assistant subject matter expert and resource for other Business Loan Assistants, when needed.
- Assist in training of new Business Loan Assistants.
- Interact with internal and external clients while providing extraordinary service
- Use and understand technology necessary to collect, retain, analyze and report critical, requisite information.
- Effectively communicate throughout all levels within the Bank in written, verbal and presentation formats.
- Develop and maintain trusted, positive relationships with other employees, clients, and vendors.
- Represent the Bank and Commercial Banking team in a highly professional manner.
- Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
- Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations, and industry best practices.
- Reliable and predictable onsite attendance.
- At least 5 years of related work experience.
- Proven ability to review and understand all loan documentation and to ensure the loan documentation is prepared in accordance with the loan approval.
- Knowledge of commercial banking products and services, including credit analysis, underwriting, and treasury management products and services.
- Understanding of organizational documents and identify signors (i.e. Articles of Organization/Incorporation, Bylaws, and Operating Agreements).
- Salesforce/nCino experience preferred.
- Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.
- Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
- Demonstrated strong financial acumen and problem-solving skills.
- Proven performer in a fast-paced service-oriented role ideally from a commercial banking environment with strong knowledge and understanding of bank products, services and operations.
- Proficient technical skills with the Internet and in Microsoft Office (Word, Excel, Outlook).
- Bachelors degree with exposure to Finance, Business, or Economics courses is preferred or equivalent work experience.
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Business Loan Assistant II
1 week ago
CrossFirst Bank Oklahoma City, United StatesOverviewThe Business Loan Assistant II provides administrative support and extraordinary service to the Banking team and manages a business loan portfolio while referring prospective business and individual clients to internal business partners. They develop and maintain long ter ...
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Business Loan Assistant II
1 week ago
CrossFirst Bank Oklahoma City, United StatesThe Business Loan Assistant II provides administrative support and extraordinary service to the Banking team and manages a business loan portfolio while referring prospective business and individual clients to internal business partners. They develop Business, Assistant, Portfoli ...
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Business Loan Assistant II
3 days ago
CrossFirst Bank Oklahoma, United StatesWith over $7 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has ...
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Loan Assistant
2 weeks ago
Fuse3 Solutions Edmond, United StatesLoan Assistant · Currently seeking an Loan Assistant for a growing Lending team in Oklahoma City, OK. The ideal candidate will possess a degree with at least 3 years of experience in banking loan operations. · Responsibilities of the Loan Assistant · Manage files and commercia ...
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Enterprise Medical Recruiting Oklahoma, United StatesA clinic in McAlester, Oklahoma, boasts a multispecialty medical staff, they offer an extensive array of medical services, from Emergency Care to Pediatric health to behavioral health. They currently have a need for 2 Family Medicine physicians. · Practice Details · ~200K TAX-F ...
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Mortgage Loan Originator Assistant
5 days ago
House and Home Mortgage Edmond, United States· Are you interested in joining a leader in the mortgage industry who offers stability and growth, ongoing training opportunities and employee engagement? We're hiring a mortgage loan officer assistant who will work directly with and support our loan origination staff. You'll tr ...
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Mortgage Loan Originator Assistant
2 days ago
House and Home Mortgage Edmond, United StatesJob Description · Job DescriptionAre you interested in joining a leader in the mortgage industry who offers stability and growth, ongoing training opportunities and employee engagement? We're hiring a mortgage loan officer assistant who will work directly with and support our loa ...
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Commercial Loan Assistant I, II, III
1 week ago
Tinker Federal Credit Union Edmond, United StatesTinker Federal Credit Unions Business Services department has an immediate opening for a Commercial Loan Assistant I, II, III This is an exciting opportunity to join the largest and best credit union in Oklahoma We offer competitive pay, a robust Commercial, Assistant, Loan Proce ...
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Commercial Loan Assistant I, II, III
1 week ago
Tinker Federal Credit Union Edmond, United StatesOverview: · Tinker Federal Credit Unions Business Services department has an immediate opening for a Commercial Loan Assistant I, II, III This is an exciting opportunity to join the largest and best credit union in Oklahoma We offer competitive pay, a robust benefits package, a ...
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Fully Remote Mental Health Counselor
1 hour ago
Lighthouse Behavioral Wellness Centers Oklahoma, United States Full timeA Lighthouse is needed to help guide the way; to emit a light that helps navigate turbulent times and warn against the possible dangers ahead. Lighthouse Behavioral Wellness Centers is just such a place, guided by its core values of hope, dedication and community. · To meet the ...
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Physical Therapist West OKC
6 days ago
Physical Therapy Central Oklahoma City, OK, United StatesOverview: · An Amazing Opportunity for a Physical Therapist Stock Options · Physical Therapy Central, is a member of the Confluent Health family of physical and occupational therapy companies that are transforming healthcare by strengthening private practices and developing highl ...
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MRI Technologist
1 week ago
Mercy Oklahoma City, United States Full timeWe're a Little DifferentOur mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills and tal ...
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MRI Technologist
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Ultrasound Technologist
4 days ago
Mercy Oklahoma City, United States Full timeWe're a Little Different · Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. · At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills a ...
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MRI Technologist
3 days ago
Mercy Oklahoma City, United States Allied Health-ClinicalWe're a Little Different · Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. · At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills a ...
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CT Technologist
4 days ago
Mercy Oklahoma City, United States Allied Health-ClinicalWe're a Little Different · Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. · At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills ...
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RN - Ortho/Spine
1 week ago
HealthEcareers - Client Oklahoma City, United States EitherUp to $15,000 Sign On Bonus for +1 year RNs · Relocation Assistance Available · Mercy Hospital OKC · Department: Orho/Spine · Status: Full time /Part Time · Shift: Evenings, Nights, and Weekends · New Graduate postions filled at this time · #BeAMercyNurse · Incentives: · Experie ...
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The Curare Group Oklahoma City, United StatesWe are seeking a BE/BC General Neurologist to join an established Single Specialty Group. Practice consists of full-spectrum general neurology with strong referral pattern from 21 hospital directed clinics,On-line EEG for off-site interpretation, Stroke Rehab Unit on hospital cam ...
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Physician, Interventional Cardiologist
4 days ago
SSM Health Care System Oklahoma City, United States Full timeSSM Health is seeking a full-time Interventional Cardiologist to join our talented team at SSM Health Heart & Vascular Care in the greater OKC area. Ideal candidates will be board certified or board eligible, eligible for licensing in Oklahoma and will be dedicated to providing e ...
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The Curare Group Oklahoma City, United StatesHospital is recruiting a Gastroenterologist to join our growing community. This opportunity is hospital-employed; however, a private practice structure is available if preferred. This is a great opportunity to build an expansive, high volume practice. Ideal candidates will be Boa ...
Business Loan Assistant II - Oklahoma City, United States - CrossFirst Bank
Description
Overview:
The Business Loan Assistant II provides administrative support and extraordinary service to the Banking team and manages a business loan portfolio while referring prospective business and individual clients to internal business partners. They develop and maintain long term business relationships with clients.
Responsibilities:CrossFirst Bank is proud to be an Equal Opportunity Employer.
CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.
Business Loan Assistant II professionals in Oklahoma City
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Malinda Mavromatis
Front desk
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Maria Collado Rivera
Bilingual (Spanish) Human Resources
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Sasha Bowers
Banking, Culture, Tech | Teaching in Thailand