Loan Assistant

Bank OZK • Atlanta, GA

395d

About The Position

This position provides essential administrative and clerical support to the Lending department, ensuring efficient processing of loan applications and maintaining strong customer relationships.

Requirements

• High school diploma or equivalent required.
• Minimum two (2) years' experience with commercial loan processing preferred.
• Minimum one (1) year experience with computers, including Microsoft Word and Excel, required.
• Minimum one (1) year administrative/clerical experience required.

Nice To Haves

• Knowledge of basic elements required to close a loan.
• Ability to communicate effectively both verbally and in writing.
• Ability to handle multiple tasks and priorities.
• Ability to perform under general supervision.
• Strong organizational skills.
• Problem-solving ability.
• Exceptional customer service skills.
• Ability to work effectively in a team environment.
• Attention to detail and ability to produce high volume work.
• Ability to meet deadlines consistently.

Responsibilities

• Serve as the first point of contact for all internal and external calls to the department.
• Coordinate with lenders on all applications received via fax and electronic submission.
• Handle dealer applications and manage the funding process as needed.
• Produce various reports, including monthly usage reports and credit reports as required.
• Prepare and mail Adverse Action Notices to declined applicants as mandated by law.
• Assemble loan files for Credit Administration/Loan Review.
• Document and request monthly disbursement of dealer reserve accounts when necessary.
• Reconcile monthly reports to lenders' application and funding results.
• Act as a liaison to ensure customer needs are met and to enhance the customer/bank relationship.
• Familiarize with bank products and services to facilitate cross-selling when appropriate.
• Provide backup support for commercial lending as needed.
• Maintain good punctuality and attendance at work.
• Follow bank policies, procedures, and guidelines.

What This Job Offers

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