Qureos

FIND_THE_RIGHTJOB.

Sr Commercial Loan Assistant - OKC (Western)

Oklahoma City, United States

Position: Sr Commercial Loan Assistant
Department: Loan Operations
Location: Oklahoma City, OK (On-Site)
Job Type: Full-Time/Hourly
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Summary
The Senior Commercial Loan Assistant supports commercial bankers in the origination, documentation, and servicing of commercial loans. This role is responsible for ensuring accuracy, compliance, and efficiency throughout the lending process while providing exceptional service to internal teams and external clients. The Senior Loan Assistant also mentors junior loan assistants and serves as a resource for complex loan transactions.
Responsibilities and Expectations
Key Responsibilities
Process and close commercial loans while providing accurate and detailed support
  • Complete all pre-closing requirements
  • Once Loan Officer provides loan approval and/or commitment letter, request an estimated closing date, prepare loan document request form, input loan information into Loan Systems, and gather supporting documentation, and submit requirements and request for document preparation
  • Close loan in conjunction with Loan Officer, collect any fees required from borrower to deposit to loan suspense, prepare funding (if applicable) - wiring instructions, etc
  • Send applicable items to be recorded: mortgages, assignment, modifications of mortgages, SNDA’s, Landlord’s consent, etc
  • Copy original note for file; send required booking documentation to Loan Operations; Prepare Blue/Red Files with loan documents, supporting documents, financial info, etc. for post-closing document review
Assist in managing loan officer’s portfolio
  • At times, assist officer in pre-underwriting requirements/documents to the credit department (case by case basis)
  • Discuss with Loan Officer and create action plan regarding:
    • Exception list
    • Delinquency/ O/D / Past Due List
    • Maturities (Matured Loan List)
  • Miscellaneous Filing
  • Follow up on recorded mortgage or final title policy
  • Process advance/draw requests as directed when needed and verify compliance
Bank Compliance, Laws, Regulations
  • Keep up to date on all laws and regulations
  • Complete necessary responsibilities to maintain compliance
  • Follow bank processes and procedures
Maintain active and open communications and provide quality customer service to both internal and external customers.
  • Communicate (when necessary) effectively with:
    • Loan Officers
    • Credit Department
    • Loan Operations
    • Vendors (attorneys, title/insurance companies, county/state offices, etc.)
    • Borrowers
    • All Bank Customers
Understand and follow the applicable laws and regulations for job responsibilities including but not limited to Equity Bank Business Ethic and Conduct policy, Bank Secrecy Act, Information security, and Suspicious Activity reporting requirements
Required Skills & Education
Requirements
  • Associate’s or Bachelor’s degree in business, finance, or related field preferred, or equivalent work experience
  • Banking experience
  • Excellent interpersonal skills and professional manner
  • Computer skills, especially the ability to work in Windows based systems
Preferred
  • Bachelor’s Degree or equivalent experience
  • 2 years of banking experience
Who We Are
Equity Bank, a full-service, $6 billion community bank, is based in Wichita, Kansas, with 72 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
  • Health, Dental & Vision Insurance
  • Group Life & Long-Term Disability Insurance
  • Flexible Spending & Health Savings Accounts
  • Group Cancer Insurance
  • 401(K) Retirement Plan w/Company Match
  • Generous Vacation & Sick Time
  • Employee Stock Purchase Plan (ESPP)
  • Pet Insurance
  • Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

© 2025 Qureos. All rights reserved.