Bank OZK · 1 day ago
Senior Loan Assistant
Houston, TX
Full-time
Onsite
Senior Level
5+ years expBank OZK is a nationally recognized leader in financial services, committed to delivering smart solutions to clients. The Senior Loan Assistant will support the lending team by managing workflow, assisting clients, and ensuring efficient lending processes.
FinanceBankingFinancial Services
Responsibilities
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
Coordinates with all lending assistants to manage workload by ensuring adequate coordination of coverage to support applications in process
Monitors and reviews the preparation and maintenance of loan files for all loan types
Assists with the coordination of 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
Qualification
Required
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
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
Benefits
Generous PTO
401(k) matching
Health, dental, vision (and pet!) insurance
Special perks and discounts
Company
Bank OZK
Bank OZK provides banking services including savings account, loans, debit, and agricultural lending.
1001-5000 employees
H1B Sponsorship
Bank OZK has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (24)
2024 (13)
2023 (10)
2022 (21)
2021 (14)
2020 (5)
Funding
Current Stage
Public CompanyTotal Funding
unknown1997-07-17IPO
Leadership Team
Eric Munson
Senior Vice President, government and institutional banking
Recent News
2026-02-12
2026-01-23
Company data provided by crunchbase