Commercial Banking Assistant II

Bank OZK•Fort Smith, AR

About The Position

The Commercial Banking Assistant II supports the Commercial Banking team with loan production and related banking services, helping foster and deepen Commercial and Consumer relationships. The role handles a greater and more complex workload than earlier-level support work, requires increased independence with minimal oversight, and calls for continued collaboration in alignment with the OZK Way and the Commercial Bank Vision Statement. The assistant administers loan documentation and information across the loan life cycle, coordinates loan processing and third-party providers, and supports clients, Commercial Bankers, Business Partners, and other business lines.

Requirements

High school diploma or equivalent.
At least two years of lending support experience.
At least two years of computer experience, including Microsoft Word and Excel.
NMLS registration, or successful completion of the NMLS process within 30 days of hire.
Demonstrated knowledge of the elements required to close a loan.
Knowledge of loan application software.
Ability to read and understand policy manuals, operating and maintenance instructions, procedure manuals, financial documentation, covenants, and loan documentation.
Effective verbal and written communication skills.
Ability to handle confidential information professionally.
Ability to manage multiple tasks and priorities.
Ability to perform with less reliance on supervisor support.
Strong organizational and problem-solving skills.
Ability to provide exceptional customer service and succeed in a team environment.
Ability to produce high-volume, credible work with attention to detail and meet time-sensitive deadlines consistently.
Computer skills, including Microsoft Outlook, Word, Excel, and PowerPoint.

Responsibilities

Administer loan documentation and information throughout the loan life cycle, escalating items when necessary to support excellent client experiences.
Promote strong relationships among clients, Commercial Bankers, and Business Partners.
Serve as the first point of contact for internal and external calls.
Stay informed about Bank products and services to identify and anticipate client needs.
Coordinate with appraisal services, attorneys, environmental service providers, title companies, insurance companies, and other third-party providers.
Facilitate and coordinate the loan process, including applications, funding, advances, payoff quotes, releases, and general ledger management.
Review loan documents for completeness and accuracy.
Compile reports, including Past Due, Maturity, Collateral Exception, Financial Exception, and Discrepancy reports.
Assemble and maintain loan files.
Prepare and mail correspondence as required.
Provide support to other business lines as needed.
Operate customary equipment and technology used in a business environment, with or without accommodation.