Loan Assistant I

Simmons Bank • Tulsa, OK

390d

About The Position

The Loan Assistant I position at Simmons Bank is designed to support bankers by managing loan documentation and files, ensuring compliance with banking regulations, and providing excellent customer service. This entry-level role involves substantial interaction with both internal and external customers, requiring strong communication skills and a proactive approach to problem-solving.

Requirements

• High school diploma or GED required.
• 1-2 years of clerical, administrative support, or general office experience.
• Basic understanding of loan documentation and banking regulations.
• Proficient in Microsoft Office programs.
• Ability to read and interpret financial statements and legal documents.
• Strong communication and customer service skills.

Nice To Haves

• Prior loan experience preferred.
• Basic understanding of the bank's operating systems such as Lending Cycle, Argo, and Synergy.

Responsibilities

• Provide support to bankers by servicing, maintaining, and updating loan documentation and files.
• Coordinate the preparation of required loan documentation and review for compliance.
• Organize workflow for loan renewals and follow up with clients and other parties for missing documentation.
• Maintain effective file management to resolve documentation deficiencies and manage outstanding exceptions.
• Assist in collecting financial data and managing client communications to enhance relationships.
• Monitor reports related to loans and proactively inform bankers of potential issues.
• Promote an outstanding customer experience through prompt follow-up and professional communication.
• Understand and ensure compliance with HMDA, CRA, and other banking regulations.

Benefits

• Full-time position with competitive salary.
• Opportunities for professional development and training.

What This Job Offers

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