Commercial Lending Assistant

TexasBank • Fort Worth, TX

7h

About The Position

The Commercial Lending Assistant supports the Lending Officer(s), reviews loan applications and other documents, processes loans for business clients, and prepares closing packages and documents for the responsible person accepting the loan. Additional responsibilities may include processing payments, contacting clients to collect overdue payments, and offering customer service assistance via email or in person. The position requires internal and external interaction with new and current bank customers. Excellent customer service skills are a plus.

Requirements

• High School Diploma or equivalent.
• A minimum of 1 years of related banking experience.
• Loan processing experience.
• Real Estate Lending experience.

Nice To Haves

• Prior experience in real estate is highly desirable. Familiarity with property valuation, market trends, and real estate transactions will be considered a significant asset. Knowledge of real estate regulations and compliance is also beneficial.
• Strong communication skills (verbal and written), analytical, organizational, and presentation skills.
• The ability to gather and analyze data from multiple sources and work on more than one project at a time is crucial.
• Proficiency in Microsoft 365 Applications, including Excel, PowerPoint, and Word.
• Knowledge of DocLinks.

Responsibilities

• Provide administrative support to lending officers throughout the processing and closing of loans.
• Act as a liaison between loan officers, loan applicants, appraisers, environmental companies, title companies, attorneys, surveyors, and internal staff to ensure smooth communication and coordination.
• Collect and organize supporting documents required for processing and loan approval.
• Maintain and update loan documentation and files from opening to closing, ensuring compliance with corporate policies, procedures, and federal regulations.
• Assist loan officers in managing the loan pipeline by requesting and gathering necessary information and addressing any exceptions.
• Process loan modifications, prepare attorney documents, update Meridian, record documents with the county clerk, scan modification documents, and update credit tracking as needed.
• Generate and provide reports as requested by management or lending officers.
• Demonstrate understanding of loan processes, titles, and banking concepts and terminology.
• Perform other duties and responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED