Commercial Lending Assistant II

External Candidates Only • Fort Worth, TX

13d

About The Position

The Commercial Lending Assistant II is responsible for various customer service, relationship management, and operational tasks while acting as a bank advocate and advisor to the client. This position serves as the primary point person of service for commercial clients and helps relationship manager maximize the sales opportunity. Additional duties: Supports Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios Prepares and processes loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants Reviews loan documentation and gathers necessary documents required to close commercial loans Reviews documentation and proofs to ensure there are no errors in documents and all required terms are accurate Clears all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio Manages past due commercial loan accounts and resolves customer account issues Assists customers with banking needs by coordinating with other banking departments to support the customer's need to open accounts, transfer funds, process wires, etc.

Requirements

• High School diploma or GED
• 2 years of Lending Assistant or Loan Processing experience
• Requires good organizational, interpersonal communications, and customer relations skills
• Strong verbal and written communication, customer service, organizational, time management, and multi-tasking skills
• Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
• Work occasionally requires more than 40 hours per week to perform essential functions of the position
• Lifting in an office setting may be required up to 30 lbs.

Nice To Haves

• Knowledge of commercial loan documentation and business banking experience preferred
• ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.

Responsibilities

• Supports Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios
• Prepares and processes loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants
• Reviews loan documentation and gathers necessary documents required to close commercial loans
• Reviews documentation and proofs to ensure there are no errors in documents and all required terms are accurate
• Clears all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio
• Manages past due commercial loan accounts and resolves customer account issues
• Assists customers with banking needs by coordinating with other banking departments to support the customer's need to open accounts, transfer funds, process wires, etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees