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Bank OZK · 17 hours ago

Commercial Banking Assistant II

Frisco, TX

Full-time

Onsite

Entry Level

2+ years exp

Bank OZK is a nationally recognized leader in financial services with over 120 years of history. The role of Commercial Banking Assistant II involves supporting the Commercial Banking team with loan production and related services while fostering relationships and managing a complex workload.

BankingFinanceFinancial Services

Responsibilities

Administer various loan documentation and information throughout the loan life cycle, including 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

Timely coordination 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, issue payoff quotes, manage releases, and general ledger management

Review loan documents for completeness and accuracy

Compile reports including the 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

Qualification

Loan documentation knowledgeLoan application softwareCustomer serviceMicrosoft OfficeOrganizational skillsVerbal communicationWritten communicationProblem solvingConfidentialityTeamworkAttention to detail

Required

High school diploma or equivalent required

Minimum two (2) years of lending support experience required

Minimum two (2) years' experience with computers, including experience with Microsoft Word and Excel, required

NMLS, or successful completion of NMLS process within 30 days of hire, required

Demonstrated knowledge of all elements required to close a loan

Ability to demonstrate knowledge of loan application software

Ability to read and understand documents such as policy manuals, operating and maintenance instructions, procedure manuals, financial documentation, covenants, and loan documentation

Ability to communicate effectively both verbally and in writing

Ability to handle confidential information professionally

Ability to handle multiple tasks and multiple priorities

Ability to perform with less reliance on supervisor's support

Ability to demonstrate strong organizational skills

Ability to demonstrate problem solving ability

Ability to provide exceptional customer service

Ability to succeed in a team environment

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

Ability to produce time sensitive work, consistently meeting deadlines

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