Loan Assistant Development Specialist

Job Details

Job Location:

Operations - Springfield, MO 65807

Position Type:
Full Time

Job Category:
Banking

At Oak Star, strong relationships are at the heart of everything we do—including how we work together. Since 2005, we’ve grown from a single location in Springfield, Missouri, into a trusted, multi-state financial institution serving communities across Missouri, Kansas, and Colorado. As an SBA Preferred Lender and a recognized leader in small business banking, our work supports local economies and meaningful growth—giving our team members the opportunity to make real, visible impact through their roles.

Working at Oak Star means joining a fast-paced, collaborative, and supportive team guided by our SERVE values—stewardship, empathy, responsiveness, vision, and empowerment. We’re committed to service excellence, giving back to our communities, and fostering a workplace where team members are supported. Comprehensive benefits include health, dental, vision, life, and disability insurances, as well as 401(k), 401(k) match, paid time off, and paid holidays.

The Loan Assistant Development Specialist is responsible for designing, coordinating, and delivering training for Loan Assistants throughout the bank. This position partners closely with the Loan Assistant Coordinator to ensure Loan Assistants possess the knowledge, technical skills, and customer service competencies necessary to provide exceptional support to lenders and clients while maintaining regulatory compliance and operational excellence. Under the guidance of the Loan Assistant Coordinator, the Loan Assistant Development Specialist will also provide temporary cross‑coverage for Loan Assistants to ensure continuity of service.

• Design, develop, implement, and maintain comprehensive onboarding programs for newly hired Loan Assistants.
• Create structured learning paths for new, experienced, and senior Loan Assistants.
• Maintain training curriculum to reflect changes in regulations, loan products, systems, policies, and procedures.
• Provide temporary coverage during staffing gaps, such as vacations and leave.
• Support continuity of operations during transitional periods, ensuring work is completed in accordance with procedures and compliance standards.
• Work closely with the Loan Assistant Coordinator to establish processes and efficiencies for Loan Assistants.
• Deliver system training related to loan origination systems, document preparation software, imaging systems, document management systems, and core banking applications.
• Observe employee performance and identify knowledge or skill gaps.
• Promote consistency in loan documentation, workflow execution, and customer service practices across all lending locations.
• Partner with lending leadership to standardize Loan Assistant procedures.
• Coach Loan Assistants on best practices, workflow efficiencies, and customer service expectations.
• Recommend workflow improvements that increase operational efficiency.
• Ensure training reflects current banking regulations and internal policies.
• Continuously assess and improve the Loan Assistant training program.

The Loan Assistant Development Specialist performs duties specific to the position and other functions as assigned.

• Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
• Treat people with respect, keep commitments, inspire the trust of others, work ethically and with integrity, uphold the bank’s values, and accept responsibility for one’s own actions.
• Demonstrate knowledge of and adherence to EEO policy, show respect and sensitivity for cultural differences, educate others on the value of diversity, promote a working environment free of harassment of any type, and value a diverse workforce.
• Follow policies and procedures, complete tasks accurately and on time, support the bank’s goals and values, and benefit the bank through outside activities.
• Perform the position safely, without endangering the health or safety of yourself or others, and report potentially unsafe conditions to management. Comply with occupational safety and health standards and all…