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Commercial Loan Assistant II

Commercial Loan Assistant II

locationTulsa, OK, USA
remoteOnsite
PublishedPublished: Published 2 days ago
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Commercial Loan Assistant II

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LOCATION: Tulsa, Oklahoma

FLEXIBILITY: Hybrid/Onsite

SALARY: $55,000 - $60,000


SALARY: $55,000 - $60,000

POSTED: April 30, 2025

JOB TYPE: Direct Hire

JOB ID: 31061

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Compensation: $55k – $60k / year

Location: Tulsa, OK

Position:Commercial Loan Assistant 2

Inceed has partnered with a great company to help find a skilled Commercial Loan Assistant 2 to join their team! This individual will play a key role in supporting commercial lending operations by assisting bankers with a large and complex portfolio. The position offers a dynamic work environment where the right candidate will engage in a variety of responsibilities across loan servicing, customer interactions, and internal process coordination. This is an excellent opportunity for someone with banking experience who is passionate about client service and eager to grow in a lending support role.

Responsibilities:
• Provide assistance with gathering business entity documentation and coordinating loan paperwork including title work, UCCs, flood checks, and appraisals
• Review loan packages prior to closing and assist with finalizing loan closings directly with customers
• Track and manage the documentation pipeline and communicate loan status updates to bankers and clients
• Collaborate with legal teams and third-party vendors to obtain necessary closing documents
• Conduct post-closing reviews to confirm accuracy and completeness of documentation
• Assist with disbursing funds, maintaining accurate system records, and supporting overall loan administration
• Monitor and resolve technical exceptions to ensure regulatory and policy compliance
• Communicate with internal loan processing and appraisal teams to support timely loan execution
• Analyze financial statements and insurance documentation for loan servicing
• Provide guidance to junior loan assistants and help identify opportunities to cross-sell financial products

Required Qualifications & Experience:
• High school diploma or GED
• Minimum of 5 years of banking or equivalent experience, including at least 2 years in a loan support capacity
• Familiarity with key banking regulations including Regulation B, Z, CRA, HMDA, and flood compliance
• Active or obtainable NMLS SAFE Act registration within 30 days
• Completion or ability to complete a commercial lending fundamentals course within 90 days

Nice to Have Skills & Experience:
• Associate degree (AA/AS)
• Prior experience supporting commercial lenders
• Familiarity with internal loan processing systems and procedures

Perks & Benefits:
• Comprehensive benefits package available

Other Information:
• May occasionally assist with consumer and mortgage loan functions
• Expected to handle confidential information with discretion
• Opportunity to support a high-performing commercial banking team

If you are interested in learning more about the Commercial Loan Assistant 2 opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.

We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We’re here to help every person, whether client, candidate, or employee, find and secure what’s better for them.

Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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About Us

Inceed is a staffing and recruiting team full of people-loving people. Specializing in the IT and Finance & Accounting fields, we thrill at the opportunity to help you discover the next step in your career or, as we call it, your “something better”. And with the broad reach of our multiple branches, we’re able to do so nationwide.

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Once we synch up with you to discuss a job posting, we value connection above all else. After all, how can we know if it’s a culture fit, a lifestyle fit, a passion fit, if we don’t truly know the person behind the resume?