Commercial Banking Assistant II

Bank OZK, founded on a legacy of more than 120 years in banking, is nationally recognized as an industry leader in financial services. The company combines exceptional service with innovative technologies to deliver smart solutions to clients across the country, invests in small businesses, fuels local economies, and supports community growth.

Benefits

• Generous PTO
• 401(k) matching
• Health, dental, vision (and pet!) insurance
• Special perks and discounts

Responsibilities

• Administer various loan documentation and information throughout the loan life cycle, escalating items as necessary to provide excellent client experiences.
• Promote relationship excellence between clients, Commercial Bankers, and Business Partners.
• Serve as the first point of contact for all internal and external calls.
• Stay current with Bank products and services to identify and anticipate client needs.
• Coordinate timely with appraisal services, attorneys, environmental service providers, title companies, insurance companies, and other third‑party providers.
• Facilitate and coordinate the loan process, including loan application, funding, advances, issuing payoff quotes, managing releases, and general ledger management.
• Review loan documents for completeness and accuracy.
• Compile reports such as Past Due Report, Maturity Report, Collateral Exception Report, Financial Exception Report, Discrepancy Report, and others.
• Assemble and maintain loan files.
• Prepare and mail correspondence as required.
• Provide support to other business lines as needed.

Skills

• Demonstrated knowledge of all elements required to close a loan.
• Knowledge of loan application software.
• Ability to read and understand policy manuals, operating and maintenance instructions, procedure manuals, financial documentation, covenants, and loan documentation.
• Effective verbal and written communication.
• Professional handling of confidential information.
• Ability to manage multiple tasks and priorities.
• Capability to work with minimal supervision.
• Strong organizational skills.
• Problem‑solving ability.
• Exceptional customer service.
• Team‑oriented mindset.
• High‑volume, detail‑oriented work production.
• Consistently meet time‑sensitive deadlines.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and general computer use.

Qualifications

• High school diploma or equivalent required.
• Minimum two (2) years of lending support experience.
• Minimum two (2) years of computer experience, including Microsoft Word and Excel.
• NMLS certification, or successful completion of the NMLS process within 30 days of hire.

Requirements

Operate customary equipment and technology used in a business environment, with or without accommodation. This description is not an exhaustive list of all job functions, duties, skills, and standards required; additional responsibilities may be assigned, and management reserves the right to modify job requirements at any time.