Lending Assistant is responsible for working closely with a relationship management team and assist with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external client needs. Duties include, but are not limited to:
- Assist with lending related activities, such as loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires
- Correspond with customers and interacts with Relationship Managers regarding loan details and to collect various documents and financial information.
- Monitor daily workflow and operations.
- Reviews loan documents to ensure accuracy with the terms and conditions per credit approval.
- Assists Relationship Managers in the management and creation of CRM opportunities, credit documents, and processing collateral release requests.
- Assist clients with deposit related activities, such as but not limited to: opening of new accounts, wire originations and transfers, account transfers, exception item processing, and various inquires
- Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, preparation and initial review of loan documents, maintaining credit/documentation files and gathering of financial information
- Prepare various monthly activity monitoring reports.
- Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions.
- Assist with expense report
- Assist with marketing related activities such as event planning and client tracking
- Notarize loan document
- Other duties and projects as assigned.
Position Requirements:
- 3+ years of experience of loan processing or loan servicing experience and working knowledge of commercial loan documentation in a financial environment is required
- Sense of urgency
- Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks
- Excellent computer knowledge (including a strong understanding of excel)
- Strong written and verbal communications skills
- Banking and/or mortgage background is a plus
Salary Range: $55,000.00 - $75,000.00. Exact compensation may vary based on skills, experience, and location.
Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
MidFirst Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MidFirst Bank and has not been reviewed or approved by MidFirst Bank.
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Healthcare Strength — Health, dental, and vision coverage are available to eligible full‑time and part‑time employees, with company‑paid long‑term disability and an EAP included. Medical plans through Blue Cross Blue Shield and wellness incentives that can lower premiums are highlighted.
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Retirement Support — A company 401(k) match with a clear formula and a defined vesting schedule provides meaningful retirement support. Eligibility and enrollment timing are specified, reinforcing predictable access to the plan.
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Leave & Time Off Breadth — Paid vacation, paid sick leave, and paid holidays are emphasized, with a paid community service day also referenced. Time‑off offerings are portrayed as generous across materials.
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What We Do
MidFirst Bank occupies a rare position within the banking industry. With $41.2 billion in assets, MidFirst Bank is the largest privately owned bank in the country. This combination of size and private ownership provides our customers with a special brand of banking. MidFirst Bank offers a full range of personal, commercial, trust, private banking and mortgage banking products and services. MidFirst is a strong commercial real estate lender and a major servicer of mortgage loans nationally. As a private business ourselves, we understand the unique needs of each business community we serve at each of our locations in Arizona (Phoenix), California (Los Angeles, Orange County, Santa Barbara, San Diego), Colorado (Boulder, Denver, Edwards, Fort Collins), Nevada (Las Vegas), Oklahoma (Oklahoma City, Tulsa, Western Oklahoma), Texas (Dallas, Houston, San Antonio) and Utah (Salt Lake City). Additionally, MidFirst Bank has commercial lending offices in Atlanta, Chicago, Nashville, New York City, Orlando, Raleigh and Southern California. We serve Southern California through 1st Century Bank, a division of MidFirst Bank. We also operate MidFirst Business Credit as a subsidiary of MidFirst Bank. MidFirst Bank provides services that compete with larger banks, while the people and culture truly define the MidFirst Bank difference. MidFirst provides exceptional financial and deeply committed customer service. Team members are loyal in their character, loyal in their personal commitment to customers, and loyal to always doing the right thing. MidFirst customers can always count on working with thoughtful, intelligent, honest professionals who are true to their financial goals. MidFirst Bank is a strong supporter of the communities they serve, investing time and money in important educational, charitable and civic organizations. Copyright © 2025 MidFirst Bank. All rights reserved. Member FDIC. Equal Housing Lender.
