Client-Focused Loan Documentation Specialist

Simmons Bank; Frisco (TX); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Simmons Bank in Frisco, TX is seeking a Consumer Client Specialist to support bankers by servicing and updating loan files. The role involves substantial interaction with clients, strong customer service, and proactive communication to maintain excellent relationships.

Key duties include preparing loan docs, ensuring compliance, coordinating with portfolio and other departments, and providing retail support where needed. Requires 2–4 years loan experience and HS diploma.

Competenze

• HS Diploma or GED required with 2-4 years loan experience.
• Strong reading, writing and comprehension of financial documents.
• Ability to manage multiple tasks in a banking environment.
• Familiarity with loan documentation and credit policy basics.

Mansioni

• Manage moderate to high volume of loans efficiently.
• Prepare and review loan documentation for compliance; coordinate execution.
• Monitor reports and assist banker to minimize administrative issues.
• Support client communication via phone/email and assist in relationship management.
• Coordinate with Portfolio Manager for construction loan disbursements as needed.
• Provide retail support in certain markets, like opening accounts.

Conoscenze

Communication

Customer Service

Time Management

Critical Thinking

Organizational Practices

Formazione

HS Diploma/GED

Strumenti

MS Office

Lending Cycle / Argo / Synergy

Descrizione del lavoro

Simmons Bank in Frisco, TX is seeking a Consumer Client Specialist to support bankers by servicing and updating loan files. The role involves substantial interaction with clients, strong customer service, and proactive communication to maintain excellent relationships.

Key duties include preparing loan docs, ensuring compliance, coordinating with portfolio and other departments, and providing retail support where needed. Requires 2–4 years loan experience and HS diploma.