Commercial Loan Assistant III

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The Position

Job Title

Commercial Loan Assistant III

Job Description

COMPARY INTRO

First United is not your typical bank. We are driven by a higher purpose and guided by a core set of values that inspire us to serve all our stakeholders – employees, customers, shareholders, communities, and partners. Our purpose is to inspire and empower others to Spend Life Wisely. Spending Life Wisely means taking small steps toward a life of Love and Impact. We do this by engaging in a holistic approach to life that encompasses four pillars: faith, financial well-being, health and wellness, and personal growth.

We are committed to supporting our local communities and impacting the lives of all our stakeholders. We meet people where they are and empower them with resources that educate and inspire them along their unique path to success.

Through Love and Impact, we will elevate 10 million lives by 2030. One customer. One family. One community at a time.

First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas.

SUMMARY

This position is responsible for providing exceptional service to bank customers by assisting with commercial loans as well as utilizing knowledge of the various accounts and products offered by the bank.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Explains, promotes, and sells bank products and services as appropriate based on individual customer needs.
• Leads the support of First United’s strong relationship banking culture through on-going customer contact, exceptional customer service, and expert-level product knowledge.
• Provides support to the loan officer(s) including closing, funding and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals.
• Assists customers in filling out loan and/or credit applications.
• Ensures that loan files contain documents with proper signature, dates, and other relevant data.
• Assembles and verifies accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures.
• Prepares and monitors line of credit advances including real estate and non-real estate.
• Prepares an