Commercial Deposit Servicing Specialist

Bank OZK•Dallas, TX

About The Position

Responsible for assisting the AVP, Commercial Deposit Servicing with managing and maintaining the business accounts for commercial customers with a focus on the Real Estate Specialties Group and Corporate & Institutional Banking.

Requirements

Ability to work independently while contributing as part of a team.
Ability to utilize discretion and sound judgment in decision-making.
Ability to demonstrate excellent interpersonal and customer service skills.
Ability to communicate effectively both verbally and in writing.
Ability to manage multiple tasks with exacting deadlines while demonstrating flexibility in a continually changing environment.
Working knowledge of loan application process.
Ability to maintain confidentiality
Ability to demonstrate accuracy, thoroughness, and attention to detail.
Ability to manage competing demands
High school diploma or equivalent required.
Minimum twelve (12) months real estate, title company, law firm, banking or equivalent relevant experience, required.
Minimum twelve (12) months experience with internal and/or external customer interaction required.

Nice To Haves

Bachelor’s degree preferred.
Minimum twelve (12) months prior administrative/office management experience, preferred.

Responsibilities

Reviews proposed loan documentation (credit memos, loan agreements, promissory notes, cash management agreements, etc.) and assist asset managers in determining the deposit accounts required within the loan structure and dates future accounts may be needed.
Interacts extensively with loan clients and internal department leaders to collect the necessary documentation to establish deposit accounts required by the approved loan structure, distribution and collection of account related documents.
Assists clients on more complex account transactions including but not limited to setting up new deposit accounts, maintaining existing accounts, recommending additional products and services when appropriate, and researching issues involving both loan and deposit accounts.
Reviews executed account documentation for completeness and accuracy, provide feedback if errors are detected, and submit required documents to deposit operations for final verification and imaging to bank’s archive system.
Assists with completion of both internal and external audit requests.
Assists both loan and deposit customers with research requests and interacts extensively with both deposit operations and loan operations to determine appropriate resolution to issues.
Maintains electronic databases and files.
Provides general administrative support and assistance to others in the department as needed.
Provides assistance with timely processing of daily deposits and payments received in the mail as needed.
Provides assistance to clients on standard new account transactions as needed.
Provides Administrative Assistance to the department as needed.