Banking Support Professional

5 days ago


Davis, Oklahoma, United States Simmons Bank Full time
About the Role
The Loan Assistant I plays a critical role in supporting the company's bankers by ensuring that loan documentation and loan files are up-to-date and accurate. This role requires strong communication and interpersonal skills, as well as a basic understanding of loan documentation, credit policy, and banking regulations.

Key Responsibilities
* Prepare and maintain accurate and complete loan documentation and loan files
* Coordinate with clients, insurance agents, Title Company, and/or attorneys to obtain missing loan documentation as needed
* Review and ensure compliance with documentation requirements and execute loan documents
* Manage low to moderate volume and/or complexity of loans in an efficient manner
* Provide exceptional customer service to internal and external clients
* Collaborate with the assigned banker to collect financial data and communicate with clients via phone and email to better manage the overall client relationship

Qualifications
* High School Diploma/GED required
* Prior loan experience preferred
* Basic understanding of financial statements and their interpretations
* 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

Benefits
* Competitive salary range: $50,000 - $70,000 per year
* Opportunities for career growth and development
* Collaborative and dynamic work environment
* Comprehensive benefits package

Culture Fit
We're seeking a team player who is passionate about delivering exceptional customer service and is able to work effectively in a fast-paced environment.

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