Regent Bank

Regional bank delivering personalized banking services

Commercial Loan Assistant

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timeTulsa, OK, USANo salary listedIn-person

About the Job

Requirements

A high school diploma or equivalent is required.
One to three years of commercial banking experience is preferred.
Functional knowledge of Microsoft Office applications, including Excel, Word, and PowerPoint, is required.
Strong verbal and written communication skills are required.
The candidate must be detail-oriented and able to work under deadline pressure.
Working knowledge of loan programs and types, mortgage terminology, and compliance rules and regulations, including Regulation B, RESPA, Regulation Z, and Fair Lending, is required.
Candidates must complete pre-employment background, credit, and drug screenings.
The role requires exerting up to 10 pounds of force occasionally and a negligible amount frequently, occasionally lifting and moving up to 25 pounds, close vision and the ability to adjust focus, and sitting for long periods.
Employees must maintain a neat and safe work area.

Responsibilities

Assist commercial lenders with routine and clerical duties, predominantly by working with lenders to prepare loan requests, and work closely with lenders, borrowers, and credit administration staff.
Prepare and send internal loan checklists to centralized processing for generating loan documents.
Order title work, appraisals, flood determinations, Uniform Commercial Code searches, environmental reports, and other necessary data.
Review loan applications to verify that information is complete and meets compliance requirements.
Work with title companies to schedule loan closings and clear title issues when applicable.
Assist lenders in obtaining necessary information from borrowers, including financial information and other data.
Review closing documents before funding, confirm proper vesting and legal descriptions, verify appropriate insurance is in place, and clear exceptions.
Upload documentation, build electronic files, and upload complete signed loan files into the imaging system.
Review and understand loan policy.
Provide administrative assistance to loan officers and appropriate staff.
Perform other duties as assigned.

Desired Qualifications

One to three years of commercial banking experience.

Summary:

Responsible for assisting Commercial Lenders in performing various routine and clerical duties. Duties will predominantly include working with lenders to prepare loan requests. Work closely with lenders, borrowers, and credit administration staff daily.

Essential Duties and Responsibilities:

Prepare and send internal loan checklist to centralized processing for generating loan documents.
Order title work, appraisals, flood determinations, UCC searches, Environmental reports, and other data as needed.
Review loan applications to verify data is complete & meets compliance requirements
Work with title companies to schedule loan closings clear title issues if applicable
Assists lender in obtaining necessary information from borrower, such as financial information and other data.
Review closing documents before funding, confirm proper vesting legal descriptions, prove we have appropriate insurance in place, and clear any exceptions
Upload all documentation and build electronic files. Upload the complete, signed loan file into the imaging system.
Review and understand loan policy.
Provide administrative assistance to loan officers and appropriate staff.
Other duties as assigned.

Education And/or Experience:

High School Diploma or equivalent
One to three years of commercial banking experience preferred.

Knowledge/Skills/Abilities:

Functional knowledge of Microsoft Office applications (Excel, Word, PowerPoint)
Strong verbal and written communication skills
Detail-oriented and able to work under pressure of deadlines
Working knowledge of loan programs & types. Mortgage terminology. Must be familiar with compliance rules/regulations (Reg B, RESPA, Reg Z, Fair Lending, etc)
All candidates will be required to complete a pre-employment background, credit, and drug screening

Physical Requirements:

Must exert up to 10 pounds of force occasionally and a negligible amount of force frequently.
Must occasionally lift and move up to 25lbs.
Specific vision abilities required by this job include close vision and the ability to adjust focus.
Sitting for long periods.

Working Conditions:

General comfortable environment. Noise, heat, dust, and other problems are minimal. All employees are required to maintain a neat and safe work area.

Regent Bank is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.

About the Company

Regent Bank

Regional bank delivering personalized banking services

Regent Bank provides personalized banking services for individuals and businesses across Oklahoma, Missouri and Texas. Its offerings include everyday banking, loans, mortgages, cash management and other financial services designed to support growth and asset management. A team of local bankers listens to clients, responds quickly, and builds solutions tailored to each client’s goals to move them forward. The bank blends the scale and capabilities of a regional institution with the personal attention of a community bank, backed by more than a century of local presence and sustained growth to become a trusted financial partner. Regent’s goal is to help clients achieve their ambitions while strengthening the communities it serves.

Company size: 201-500
Company stage: Debt Financing
Total funding: $20M
Headquarters: Tulsa, OK
Founded: 1898

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