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Credit Assistant

Tulsa, OK

Credit Assistant/Clerk:

This position provides clerical support to the loan operations function of the bank. This position requires handling transactions and assignments in the loan operations area of the bank.

Below is a job description for the Credit Assistant/Clerk position that is available. 

Job Requirements:

  •   High School Education or equivalent preferred.

  •   Customer Service skills.

  •   Ability to perform computer entry/navigation, as well as use spreadsheet and word processing


  •   Good knowledge of lending products and procedures.

  •   Ability to accurately record and maintain loan documentation or ability to learn.

    Essential Job Functions:

  •   Keying loans into the system.

  •   Reviewing reports on input and verifying that information was keyed correctly.

  •   Preparing releases for paid off loans.

  •   Presenting and logging legal documents presented to the County Recorder, Auditor and Treasurer.

  •   Processes loan payments and advances.

  •   Payoff letter requests.

  •   Balances various accounts.

  •   Filing of mortgages, ucc's, ucc continuations and liens.

  •   Keying daily work from all the branch offices, including advances new and renewed notes and all


  •   Inputting all new loans for the day

  •   Tracking exceptions

  •   Maintaining construction inspection spreadsheet.

  •   Opening of all insurance that has been received in the mail checked with the system for coverage

    on commercial files

  •   Flood insurance monitored and scanned for proper flood zones, coverage and cancellation dates.

  •   Scanning of all financial information along with tax returns for commercial files.

  •   Providing back up for other loan support positions and related duties as assigned.

  •   Any additional duties as assigned

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