Loan Assistant III

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General Description

Under general supervision, but following existing policies and procedures as well as all applicable banking laws and regulations, including BSA and AML, is responsible for assisting the department Market Manager and Relationship Managers with various tasks including, but not limited to, ordering third party information for loan closings, coordinating loan closings, communicating professionally with customers, preparing miscellaneous reports and various administrative tasks.

Essential Duties and Responsibilities

1. Assists the assigned Market Manager and Relationship Managers in obtaining all third party reports and information necessary to prepare loan documents for any type of commercial loan closing. This includes, but is not limited to, completing the commercial loan checklist, ordering and reviewing title commitments, ordering appraisals, environmental reports, flood reports, coordinating survey information, performing and reviewing UCC lien searches, and obtaining entity documents. This duty is performed daily, about 20% of the time.
2. Works closely with Loan Administration in coordinating the loan review and closing process. This includes ensuring accuracy on the checklist, providing prompt communication during the review process, correcting the organization of the loan file if necessary, and coordinating funding between Loan Administration and the title company. This duty is performed daily, about 20% of the time.
3. Communicates effectively and professionally with bank customers on all inquiries and assists the Market Manager and Relationship Managers with the collection of past due loans. Responsible for preparing appropriate tickets to draw funds from existing loans or any other transaction requests from officers and/or customers. This duty is performed daily, about 15% of the time.
4. Assists in maintaining commercial record keeping and filing systems. Classifies, sorts, and sends all applicable loan records and other documents to Loan Servicing or as otherwise directed. Completes a wide variety of word processing and spreadsheet tasks including loan correspondence, internal memorandums, internal reports, forms, and tables. This duty is performed daily, about 15% of the time.
5. Responsible for assisting with department goals assigned by the Market Manager including, but not limited to, past due loans, technical exceptions, late renewals, and past due borrower financials. This duty is performed daily, about 25% of the time.
6. Assists the Market Manager and Relationship Managers with copying, emailing, faxing, and writing letters associated with prospects, customers, and internal employees. This duty is performed daily, about 5% of the time.
7. Perform any other related duties as required or assigned.

Education and Experience Requirements

High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc, plus 8 years related experience and/or training. Or equivalent combination of education and experience.

At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc...), please contact Human Resources at 417-895-4509.

Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law.

Monday - Friday 8:00 AM - 5:00 PM

Total Hours: 40

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