Loan Assistant I

3 weeks ago


Springfield, United States Simmons Bank Full time
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 I 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
  • Ability to manage low to moderate volume and/or complexity of loans in an efficient manner.
  • 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.
  • Responsible for resolving exceptions or any other documentation deficiencies along with actively managing outstanding exception items for compliance with Credit Policy. Ensure proper reporting and compliance for the bank.
  • 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.
  • 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.
  • When needed, coordinate with Portfolio Manager and CCFG to facilitate funding of construction loan disbursements in accordance with bank policy.
  • 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.
  • 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, provide retail support for commercial customers such as opening new accounts and performing account maintenance.
  • 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.
  • Basic understanding of loan documentation, credit policy and banking regulation
  • Basic understanding of financial statements and their interpretations.
  • Basic understanding of HMDA, CRA Community Development, and CRA Small Business Revenue
  • In certain markets, basic understanding and communication ability of the bank's retail services and processes.
Education and/or Experience
  • HS Diploma/GED required
  • Prior loan experience preferred.
Computer Skills
  • MS Office programs
  • Basic understanding of the bank's operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems
Certificates, Licenses, Registrations
  • None
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
  • Organizational Practices


Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

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. Simmons First National Corporation and its subsidiaries are committed to Affirmative Action Programs consisting of results-oriented procedures to ensure equal employment opportunities. These programs require positive action in lieu of neutral non-discrimination and merit hiring/performance policies.

  • Springfield, United States Simmons Bank Full time

    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. Mortgage Loan Originator I cultivates mortgage loans and other business for the bank through relationship development with realtors, builders, title companies and others within the community. Essential Duties...


  • Springfield, Illinois, United States Tower Loan Full time

    Management Development ProgramTower Loan is committed to developing leaders in consumer finance. Our 10-12 month Manager Development Program provides the knowledge, skills, and abilities to effectively serve customers and become a leader in the industry.No prior experience is required, as we will help you grow your career. If you want to work for a company...


  • Springfield, United States Westfield Bank Full time

    Position: Senior Commercial Loan Assistant Department: Loan Administration Job Status: Full-Time FLSA Status: Non-Exempt Grade: 10 Reports to: VP/Loan Administration Manager Amount of Travel Required: Local Travel as required Positions Supervised: None POSITION SUMMARY Provides administrative and clerical assistance for Commercial Loan Officers in the...


  • Springfield, United States gpac Full time

    Job Description Agricultural Loan Officer Agriculture loan officers, or agricultural lenders, work to help farmers and rural citizens obtain funds needed to fund their operations, purchase property, and more. Ag lending is more than just cold-calling prospects. The right individual will need to meet with farmers and business owners face-to-face to build...


  • Springfield, Missouri, United States Great Southern Bancorp Full time

    At Great Southern Bank, we are committed to fostering an inclusive environment where everyone can contribute and succeed. As a CRA Compliance Specialist I, you will play a vital role in determining the eligibility of community development loans, services, and donations. Your expertise will ensure that our compliance program adheres to all applicable federal...


  • Springfield, United States Security Bank Full time

    Job Type Full-time Description Security Bank, SB is the only mutual savings bank located in Springfield, Illinois and has been servicing the community for over 144 years. Security Banks mission is to promote the financial health and prosperity of our bank, depositors, employees, and community. We invite qualified applicants with banking experience to apply...


  • Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...


  • Springfield, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.    I n the Role ...


  • Springfield, United States Mercy Full time

    Job DescriptionWe’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern...


  • Springfield, United States Mercy Full time

    We're a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...


  • Springfield, Illinois, United States INB National Association Full time

    Job SummaryThis role is responsible for processing 1st mortgage real estate loan mortgage files in accordance with bank and secondary market guidelines.Key ResponsibilitiesProcess 1st mortgage applications in a timely manner.Knowledge of Conventional, FHA, VA, and GRH loan programs.Obtain review and calculate borrower income, assets, and homeowners insurance...


  • Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...


  • Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...


  • Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...


  • Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...

  • CT Technologist

    4 weeks ago


    Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...


  • Springfield, Illinois, United States Cadence Bank Full time

    About the RoleWe are seeking a highly skilled Mortgage Loan Processor II to join our team at Cadence Bank. As a key member of our mortgage operations team, you will play a critical role in ensuring the timely and accurate processing of mortgage loans.Key ResponsibilitiesReview and verify mortgage loan applications, ensuring all documentation is complete and...


  • Springfield, United States Mercy Full time

    We’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...

  • CT Technologist

    3 days ago


    Springfield, United States Mercy Full time

    We're a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals - careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern Healthcare...

  • CT Technologist

    4 days ago


    Springfield, United States Mercy Full time

    Job DescriptionWe’re a Little Different Our mission is clear. We bring to life a healing ministry through our compassionate care and exceptional service. At Mercy, we believe in careers that match the unique gifts of unique individuals – careers that not only make the most of your skills and talents, but also your heart. Join us and discover why Modern...