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Loan Assistant III
full-time•Oklahoma City
About this role
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
The Loan Assistant III position provides support to the company’s bankers by servicing, maintaining and updating loan documentation and loan files. The position requires substantial interaction with new and current bank customers, both internal and external. This position also requires excellent customer service skills along with proactive communication abilities.
Essential Duties and Responsibilities
- Significant understanding of loan documentation, credit policy and banking regulation to enable a constant review to ensure the assistant is up to speed on any changes with company credit policy and company compliance.
- Coordinate the preparation of required loan documentation; review documentation for compliance with documentation requirements; coordinate the execution of loan documents; organize workflow for loan renewal; follow up with clients, insurance agents, Title Company and/ or attorney for missing loan documentation as necessary.
- Effective file maintenance to resolve exceptions or any other documentation deficiencies along with actively managing outstanding exception items for compliance with Credit Policy.
- Work closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Should contain a significant ability to interpret complex financial statements and their analyses with ability to translate all details to the appropriate business partner.
- Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues.
- Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to maximize the most out of the client relationships.
- Moderate understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs to ensure proper reporting and compliance for the bank.
- Solid partnership with all ancillary departments within the bank to include the Loan Admin group, CIS, Loan Review, Special Assets, Bank Card, and Consumer Special Services.
- In certain markets, significant understanding and communication ability of the bank’s retail services and processes in order to effectively perform retail functions as needed.
- Performs other duties and responsibilities as assigned.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills
- Ability to read, write, analyze and comprehend simple instructions, routine business correspondence, financial reports and/or legal documents.
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations.
- Ability to manage problematic situations in a diplomatic manner.
Education and/or Experience
- HS Diploma/GED required
- Four to six years clerical, administrative support or general office experience.
- Prior loan experience required.
Computer Skills
- MS Office programs
- Thorough understanding of the bank’s operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems
Other Qualifications (including physical requirements)
- Self-starter, ability to work independently.
- Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks.
Skills Training:
- Communication
- Customer Service
- Time Management
- Critical Thinking
Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
What you'll do
- The Loan Assistant III provides support to bankers by servicing and maintaining loan documentation and files. This includes coordinating loan documentation preparation, ensuring compliance, and managing client communications.
About SIMON
We were founded as a community bank. More than 100 years later, we still act like one.
For over a century, we’ve worked hard to help make our customers’ dreams come true – dreams like buying a home, starting a business or simply having the ability to manage your money safely and securely, anywhere you happen to be.
Simmons Bank has 200 locations and employs 2,800 associates across our six-state footprint.
Ready to join SIMON?
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Frequently Asked Questions
What does a Loan Assistant III do at SIMON?
As a Loan Assistant III at SIMON, you will: the Loan Assistant III provides support to bankers by servicing and maintaining loan documentation and files. This includes coordinating loan documentation preparation, ensuring compliance, and managing client communications..
Is the Loan Assistant III position at SIMON remote?
The Loan Assistant III position at SIMON is based in Oklahoma City, Oklahoma, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Loan Assistant III position at SIMON?
You can apply for the Loan Assistant III position at SIMONdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.