GENERAL DESCRIPTION OF POSITION

Under general supervision, but following existing policies and procedures, including BSA and AML, is responsible for assisting the Market Manager and Relationship Managers with preparing memorandums and loan approval summaries for prospective and renewing loans. This includes, but is not limited to, researching and analyzing financial information and preparing miscellaneous reports. Attends and prepares presentation of data for loan committee meetings.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Responsible for preparing memorandums and loan approval summaries for prospective and renewing loans in an accurate, logical, and timely manner. This duty is performed daily, about 25% of the time.

2. Responsible for researching and analyzing financial statement data, evaluating industry trends, and creating projections. Consults with loan officers, accounting firms, and customers to ensure a comprehensive technical review of prospective and existing credit facilities. This duty is performed daily, about 20% of the time.

3. Accompanies Relationship Managers on prospective and existing customer calls to discuss borrowing needs. Must effectively communicate with prospects and customers to procure financial data, assist with loan payment collections, and serve as a liaison with clients. This duty is performed daily, about 10% of the time.

4. Attends loan committee meetings and is prepared to assist Relationship Managers with presentations of data. This duty is performed weekly, about 10% of the time.

5. Responsible for assisting with department goals assigned by the Market Manager including past due loans, technical exceptions, late renewals, and past due borrower financials. This duty is performed daily, about 25% of the time.

6. Prepares reports as requested by the Market Manager, Relationships Managers, and other members of senior management. This duty is performed daily, about 10% of the time.

7. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

EDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 0 to 6 months related experience and/or training. Or equivalent combination of education and experience.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

While performing the functions of this job, the employee is regularly required to sit; frequently required to use hands to finger, handle, or feel, talk or hear; and occasionally required to stand, walk, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision; and distance vision.

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
Job Grade: 9