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Loan Assistant II

2 months ago

Dallas, Texas, United States Simmons Bank Full time
Job Summary

We are seeking a highly skilled Loan Assistant II to join our team at Simmons Bank. As a key member of our banking team, you will play a critical role in supporting our bankers by servicing, maintaining, and updating loan documentation and loan files.

Key Responsibilities
  • Coordinate the preparation of required loan documentation, review documentation for compliance with documentation requirements, and coordinate the execution of loan documents.
  • Effectively maintain files to resolve exceptions or any other documentation deficiencies, and actively manage outstanding exception items for compliance with Credit Policy.
  • Work closely with assigned bankers to assist in collecting financial data and client phone/email communication to better manage the overall client relationship.
  • Monitor reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform bankers of potential or pending issues.
  • 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.
Requirements
  • High School Diploma/GED required.
  • Two to four years of clerical, administrative support, or general office experience.
  • Prior loan experience required.
Preferred Qualifications
  • Ability to read, write, analyze, and comprehend simple instructions, routine business correspondence, financial reports, and/or legal documents.
  • Ability to manage problematic situations in a diplomatic manner.

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.