Commercial Loan Assistant III

6 days ago


Tulsa, Oklahoma, United States Barracuda Staffing & Consulting Full time
Commercial Loan Assistant III Job Description

We are seeking a skilled and dedicated Commercial Loan Assistant III to join our team at Barracuda Staffing & Consulting. As a key member of our banking client's team in the Tulsa market, you will play a vital role in supporting our clients and contributing to the bank's success.

Key Responsibilities:
  • Stay Ahead: Stay up-to-date with the latest loan documentation, credit policies, and banking regulations to ensure everything is spot on.
  • Get It Done: Prepare, review, and execute loan documents with precision, manage loan renewals, and chase up any missing paperwork like a pro.
  • Handle Real Estate: Take charge of commercial real estate loans, from construction monitoring to title commitment review and covenant compliance.
  • Support Your Team: Work closely with our bankers to gather financial data and manage client communications, strengthening our client relationships.
  • Keep an Eye Out: Monitor and report on past due loans, paid-off loans, criticized assets, and more, proactively addressing any issues to keep things running smoothly.
  • Stay Organized: Ensure all loan files are accurate and up-to-date, resolving any documentation issues promptly and efficiently.
  • Be a Star: Deliver top-notch customer service with prompt follow-ups, proactive communication, and a professional demeanor, making every client interaction count.
  • Ensure Compliance: Understand and accurately report for HMDA, CRA Community Development, and CRA Small Business Revenue inputs.
  • Collaborate: Work closely with departments like Loan Admin, Mortgage, Wealth Management, and retail services to provide comprehensive support.
  • Jump In: Occasionally assist the teller line and other retail services as needed, being a team player who's ready to help wherever you're needed.
Qualifications:
  • High School Diploma or equivalent.
  • Minimum of seven years of lending assistant experience in commercial, real estate, and consumer loans.
  • Prior loan experience is required.
  • Strong ability to read, write, analyze, and comprehend instructions, business correspondence, financial reports, and legal documents.
  • Familiarity with procedure manuals, government regulations, and general business correspondence.
  • Skilled in managing problematic situations diplomatically and effectively.

Barracuda Staffing & Consulting connects dynamic employers to top talent, helping Tulsa businesses assess, develop, grow, and protect their teams through strategic human capital management.



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