Loan Assistant III

Simmons Bank • Tomball, TX

409d

About The Position

The Loan Assistant III position is designed to support the company's bankers by managing loan documentation and files, ensuring compliance with banking regulations, and providing excellent customer service. This role involves significant interaction with both internal and external customers, requiring proactive communication and a strong understanding of loan processes and documentation.

Requirements

• High School Diploma or GED required.
• Four to six years of clerical, administrative support, or general office experience.
• Prior loan experience is required.
• Ability to read, write, analyze, and comprehend business correspondence and financial reports.
• Proficient in MS Office programs and understanding of bank operating systems.

Nice To Haves

• Moderate understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs.
• Ability to manage problematic situations diplomatically.
• Self-starter with the ability to work independently.

Responsibilities

• Service, maintain, and update loan documentation and loan files.
• Coordinate the preparation and execution of required loan documentation.
• Review documentation for compliance with requirements and follow up on missing items.
• Manage outstanding exception items for compliance with Credit Policy.
• Assist assigned bankers in collecting financial data and client communication.
• Monitor reports related to past due loans, paid off loans, and maturing loan lists.
• Promote an outstanding customer experience through proactive communication and follow-up.
• Maintain effective file management to resolve documentation deficiencies.
• Collaborate with ancillary departments within the bank for efficient loan processing.

Benefits

• Equal Employment Opportunity policies and Affirmative Action Programs.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED