Loan Assistant II

Great Southern Bank • Leawood, KS

3h • $45,000 - $65,000 • Onsite

About The Position

Under general supervision, but following existing policies and procedures as well as all applicable banking laws and regulations, including BSA and AML, this role is responsible for assisting the department Market Manager and Relationship Managers with various tasks. These tasks include ordering third-party information for loan closings, coordinating loan closings, communicating professionally with customers, preparing miscellaneous reports, and various administrative tasks. Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level, embracing diversity and offering career opportunities and advancement. The bank has been ranked top ten in Forbes Best Bank three years in a row.

Requirements

• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 3 years related experience and/or training. Or equivalent combination of education and experience.

Responsibilities

• Assists the assigned Market Manager and Relationship Managers in obtaining all third-party reports and information necessary to prepare loan documents for any type of commercial loan closing. This includes, but is not limited to, completing the commercial loan checklist, ordering and reviewing title commitments, ordering appraisals, environmental reports, flood reports, coordinating survey information, performing and reviewing UCC lien searches, and obtaining entity documents.
• Works closely with Loan Administration in coordinating the loan review and closing process. This includes ensuring accuracy on the checklist, providing prompt communication during the review process, correcting the organization of the loan file if necessary, and coordinating funding between Loan Administration and the title company.
• Communicates effectively and professionally with bank customers on all inquiries and assists the Market Manager and Relationship Managers with the collection of past due loans. Responsible for preparing appropriate tickets to draw funds from existing loans or any other transaction requests from officers and/or customers.
• Assists in maintaining commercial record keeping and filing systems. Classifies, sorts, and sends all applicable loan records and other documents to Loan Servicing or as otherwise directed. Completes a wide variety of word processing and spreadsheet tasks including loan correspondence, internal memorandums, internal reports, forms, and tables.
• Responsible for assisting with department goals assigned by the Market Manager including, but not limited to, past due loans, technical exceptions, late renewals, and past due borrower financials.
• Assists the Market Manager and Relationship Managers with copying, emailing, faxing, and writing letters associated with prospects, customers, and internal employees.
• Perform any other related duties as required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED