Loan Assistant II jobs in United States
cer-icon
Apply on Employer Site
company-logo

Simmons Bank · 18 hours ago

Loan Assistant II

Simmons Bank is a company that believes in passion and customer focus. The Loan Assistant II position involves supporting bankers by managing loan documentation and providing excellent customer service while interacting with clients and ensuring compliance with banking regulations.

BankingFinanceFinancial Services
check
H1B Sponsor Likelynote

Responsibilities

Moderate 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 and thorough understanding of financial statements and their interpretations with ability to translate the essential 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, moderate 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

Loan documentationCustomer serviceFinancial statementsMS OfficeLending CycleArgoSynergyCommunicationTime ManagementCritical Thinking

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
Two to four years clerical, administrative support or general office experience
Prior loan experience required
MS Office programs
Moderate 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

Moderate 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
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 and thorough understanding of financial statements and their interpretations with ability to translate the essential 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, moderate understanding and communication ability of the bank's retail services and processes in order to effectively perform retail functions as needed
Skills Training: Communication, Customer Service, Time Management, Critical Thinking

Company

Simmons Bank

company-logo
Simmons Bank serves customers through its rock-solid commitment to integrity, excellence, collaboration, and growth.

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 Company
Total Funding
$625.09M
Key Investors
Eosera
2025-09-09Post Ipo Debt· $325M
2025-07-22Post Ipo Equity· $300.07M
2024-10-15Grant· $0.01M

Leadership Team

leader-logo
Daniel Hobbs
Chief Financial Officer
linkedin
leader-logo
Chris Van Steenberg
Executive Vice President, Chief Operating Officer
linkedin

Recent News

Company data provided by crunchbase