Commercial Client Specialist, III

Simmons Bank

. Support company bankers by servicing, maintaining and updating loan documentation and loan files .

Posted 11/10/2026full-timeThe Woodlands • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan documentation management, customer service, and compliance with financial regulations. Proficient in interpreting financial statements and providing administrative support within the lending cycle.

Highest-signal resume keywords

Loan Documentation ManagementCustomer ServiceFinancial Statement AnalysisMS Office ProficiencyLending Cycle Understanding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ExperienceFinancial Data CollectionDocumentation ComplianceProblem ResolutionAdministrative Support

Soft Skills

Diplomatic CommunicationProactive ApproachMultitaskingTimeliness

Tools & Technologies

ArgoSynergy

Certifications & Qualifications

HS Diploma/GED

Industry Keywords

Credit Policy ComplianceHMDA ReportingCRA ComplianceCustomer Experience

About the role

Key responsibilities & impact

Support company bankers by servicing, maintaining and updating loan documentation and loan files
Interact substantially with new and current bank customers, both internal and external
Coordinate preparation, review, execution and renewal workflow for loan documentation
Follow up with clients, insurance agents, title companies and/or attorneys for missing loan documentation
Maintain files, resolve exceptions and manage outstanding documentation deficiencies for Credit Policy compliance
Assist bankers in collecting financial data and communicating with clients by phone and email
Provide client-related services including wires, NSF accounts and overdrafts
Interpret complex financial statements and analyses and translate details to appropriate business partners
Monitor past-due, paid-off loan, criticized-asset and maturing-loan reports
Proactively inform bankers of potential or pending issues and help minimize administrative issues
Promote outstanding customer experiences through prompt follow-up and proactive communication
Support HMDA and CRA reporting and compliance
Partner with Loan Admin, CIS, Loan Review, Special Assets, Bank Card and Consumer Special Services
Perform retail functions as needed in certain markets
Perform other assigned duties

Requirements

What you’ll need

HS Diploma/GED required
Four to six years clerical, administrative support or general office experience
Prior loan experience required
Ability to read, write, analyze and comprehend simple instructions, routine business correspondence, financial reports and/or legal documents
Ability to read and interpret procedure manuals, business correspondence, journals or government regulations
Ability to manage problematic situations diplomatically
Proficiency with MS Office programs
Thorough understanding of Lending Cycle, Argo, and Synergy, or prior experience with similar operating systems
Ability to work independently and proactively
Ability to multitask and be punctual and timely