Loan Assistant - Bank OZK

Job Purpose & Scope:

This position provides administrative and clerical support to the Lending department.

Essential Job Functions:

1. Serves as first point of contact for all internal and external calls to the department.

2. Coordinates with lenders all applications received via fax and electronic submission.

3. May handle dealer applications and manage the funding process.

4. Produces reports, including monthly usage reports, multiple reports documenting daily, weekly, and monthly results, and credit reports as needed.

5. Prepares and mails Adverse Action Notices to declined applicants as required by law.

6. Assembles loan files for Credit Administration/Loan Review.

7. May document and request monthly disbursement of dealer reserve accounts.

8. Reconciles monthly reports to lenders’ monthly application/funding results.

9. Serves as liaison to ensure the bank is meeting the customers’ needs and to maximize the customer/bank relationship.

10. Become familiar with bank products and services to have the ability to cross sell, as necessary.

11. May provide back up support as needed for commercial lending.

12. Maintains good punctuality and attendance to work.

13. Follows Bank policy, procedures, and guidelines.

Knowledge, Skills & Abilities:

1. Knowledge of basic elements required to close a loan

2. Ability to communicate effectively both verbally and in writing 

3. Ability to handle multiple tasks and multiple priorities

4. Ability to perform under general supervision

5. Ability to demonstrate strong organizational skills

6. Ability to demonstrate problem solving ability

7. Ability to provide exceptional customer service

8. Ability to succeed in a team environment

9. Ability to produce high volume and credible work with attention to detail

10. Ability to produce time sensitive work, consistently meeting deadlines

11. Skill in using computer and Microsoft office including Outlook, Word, Excel and PowerPoint

Basic Qualifications:

1. High school diploma or equivalent required

2. Minimum two (2) years’ experience with commercial loans processing preferred

3. Minimum one (1) year experience with computers, including experience with Microsoft Word and Excel, required

4. Minimum one (1) year administrative/clerical experience required

Job Expectations:

Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.

 

Note:   This description is not an exhaustive list of all job functions, duties, skills, and job standards required.  Other job functions, duties, skills, and standards may be added.  Management reserves the right to add or change the job requirements at any time.

EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.