Senior Loan Assistant

Job Purpose & Scope

The primary role is to assist with the distribution of work, questions, process improvement, and operational support for the lending team. The individual will serve as a secondary contact for clients and prospects, and a primary point of contact for the lending team to assist in client servicing, administrative processes, and data tracking.

Essential Job Functions

• Offers guidance, direction, and support in all areas of lending; ensures loan assistants are up to date with process and procedure and distributes loan assignments.
• Acts as a secondary point of contact for all internal and external calls to the department and directly assists with servicing client needs.
• Reviews and analyzes lending procedures for maximum efficiency, assists with implementing revised procedures when necessary.
• Captures workload by ensuring adequate coordination of coverage to support applications in process.
• Maintains and reviews the preparation and maintenance of loan files for all loan types.
• Aids in coordinating various loan documentation and information prior to loan closing; maintains contact with attorneys, environmental inspectors, title companies, insurance agents, etc.
• Reviews loan documents for completeness and accuracy, as needed.
• Compiles data for preparation of monthly loan reports including but not limited to Past Due Report, Maturity Report, Collateral Exception Report, Financial Report, and Other Reports, as needed.
• Oversees all escalation items, involving partner groups.
• Maintains good punctuality and attendance to work.
• Follows Bank policy, procedures, and guidelines.

Knowledge, Skills & Abilities

• Knowledge of lending and associated administrative process and procedures.
• Ability to handle confidential information professionally.
• Ability to communicate effectively both verbally and in writing.
• Ability to multi-task when there are competing demands and work well with exacting deadlines.
• Ability to maintain attention to detail and accuracy with exceptional organizational and time management skills.
• Ability to mentor and train other team members.
• Ability to learn and perform effectively in a fast-paced environment.
• Ability to apply knowledge and concepts to practical situations and to carry out instructions.
• Ability to analyze data and solve problems effectively.
• Ability to demonstrate effective interpersonal skills with customers, clients, general public, and other employees of the organization.
• Skill in using loan application software.
• Skill in using computer and including Microsoft Office, including Word, Excel, PowerPoint, and Outlook.

Basic Qualifications

• High school diploma or equivalent, required.
• Bachelor’s degree in job-related field, preferred.
• Minimum of three (3) years of experience as a loan assistant, required.
• Minimum of five (5) years of experience working at a financial institution in lending assistant, operations, and/or financial analysis positions, required.

Job Expectations

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

Note

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.