Simmons Bank · 22 hours ago
Loan Assistant III
Oklahoma City, OK
Full-time
Onsite
Mid Level
4+ years expSimmons Bank is committed to bringing passion and customer focus to the business. The Loan Assistant III position provides essential support to bankers by servicing and maintaining loan documentation and files, requiring excellent customer service skills and proactive communication abilities.
BankingFinanceFinancial Services
Responsibilities
Significant understanding of loan documentation, credit policy and banking regulation to enable a constant review to ensure the assistant is up to speed on any changes with company credit policy and company compliance
Coordinate the preparation of required loan documentation; review documentation for compliance with documentation requirements; coordinate the execution of loan documents; organize workflow for loan renewal; follow up with clients, insurance agents, Title Company and/ or attorney for missing loan documentation as necessary
Effective file maintenance to resolve exceptions or any other documentation deficiencies along with actively managing outstanding exception items for compliance with Credit Policy
Work closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Should contain a significant ability to interpret complex financial statements and their analyses with ability to translate all details to the appropriate business partner
Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues
Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to maximize the most out of the client relationships
Moderate understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs to ensure proper reporting and compliance for the bank
Solid partnership with all ancillary departments within the bank to include the Loan Admin group, CIS, Loan Review, Special Assets, Bank Card, and Consumer Special Services
In certain markets, significant understanding and communication ability of the bank’s retail services and processes in order to effectively perform retail functions as needed
Performs other duties and responsibilities as assigned
Qualification
Required
Ability to read, write, analyze and comprehend simple instructions, routine business correspondence, financial reports and/or legal documents
Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations
Ability to manage problematic situations in a diplomatic manner
HS Diploma/GED required
Four to six years clerical, administrative support or general office experience
Prior loan experience required
MS Office programs
Thorough understanding of the bank's operating systems to include Lending Cycle, Argo, and Synergy or relative prior experience with similar operating systems
Self-starter, ability to work independently
Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks
Preferred
Significant understanding of loan documentation, credit policy and banking regulation
Effective file maintenance to resolve exceptions or any other documentation deficiencies
Work closely with the assigned banker to assist in collecting financial data and client phone/email communication
Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists
Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication
Moderate understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs
Solid partnership with all ancillary departments within the bank
Significant understanding and communication ability of the bank's retail services and processes
Company
Simmons Bank
Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.
1001-5000 employees
H1B Sponsorship
Simmons Bank 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 (6)
2024 (12)
2023 (3)
2021 (5)
Funding
Current Stage
Public CompanyTotal Funding
$625.09MKey Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M
Leadership Team
Daniel Hobbs
Chief Financial Officer
Chris Van Steenberg
Executive Vice President, Chief Operating Officer
Recent News
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