Loan Assistant II

Home BancShares
United States
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceEducation: high_schoolSkills: ["Communication","Critical thinking","Attention to detail","Proof-reading","Time management"]

Assist commercial lenders by verifying and compiling loan applications, preparing new loan requests, and performing pre-funding and file completeness reviews. Process loan documentation and extensions in Ncino, submit credit memos to loan operations, close and fund loans, and prepare packages for shipping and booking. Compute payments and interest, handle loan draw/payment transfers, pull maturity and past-due reports, and support officer requests while completing required BSA/AML and compliance training.

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FursaFursa
Home BancShares
Home BancShares
3 days ago

Loan Assistant II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Assist commercial lenders by verifying and compiling loan applications, preparing new loan requests, and performing pre-funding and file completeness reviews. Process loan documentation and extensions in Ncino, submit credit memos to loan operations, close and fund loans, and prepare packages for shipping and booking. Compute payments and interest, handle loan draw/payment transfers, pull maturity and past-due reports, and support officer requests while completing required BSA/AML and compliance training.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Review completed Ncino credit memos for accuracy and order supporting documentation.
  • •Submit Ncino credit memos and perform pre-funding review; close/fund loans as needed.
  • •Prepare loan packages for shipping and booking, including pulling maturity and past-due reports.
  • •Process draw requests, loan payments, and transfers; assist with clearing collateral/credit exceptions.
  • •Handle loan research questions and forward documents to loan ops for scanning while completing required BSA/AML and other compliance training.

Key Requirements

  • •High school or GED plus specialized schooling and/or on-the-job education in a specific skill area, with about 4 years of related experience or equivalent combination of education and experience.
  • •Intermediate ability with word processing/typing and basic skills in 10-key, alphanumeric data entry, and spreadsheet/database use.
  • •Ability to read and understand policy/manual and procedure documents and to write routine reports and correspondence.
  • •Basic mathematical ability to calculate interest and other financial figures and apply fractions/ratios to practical situations.
  • •Strong communication skills to respond to questions professionally in person-to-person and small group settings.
Education:High School
Skills:CommunicationCritical thinkingAttention to detailProof-readingTime management
Certifications:Notary Public
Tech Stack:NcinoWord processing10-KeyAlphanumeric data entryContact managementDatabaseSpreadsheet

Company Brief

Home BancShares
Bank holding company that operates Centennial Bank and provides commercial and consumer banking services, including lending, deposits, treasury management, and online banking. Serves individuals, businesses, and public entities across the southern United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Conway, United States
Founded: 1998
WebsiteLinkedIn