Commercial Lending Assistant - San Antonio

MidFirst BankSan Antonio, TX
Onsite

About The Position

This position is responsible for assisting in the management of deposit, lending and trust relationships with affluent clients and supporting commercial bank officers. The primary responsibilities include assisting with new and existing client needs including opening new accounts, loan requests and loan closing preparation, and other client inquiries and requests. Additional responsibilities include wire origination, loan advances and pay downs, exception monitoring and clearance and various other tasks as needed. Compliance with current regulations and policies is required. This role also has a high interaction with clientele and requires strong interpersonal skills.

Requirements

  • 3-5 years of professional experience, preferably in a banking environment.
  • Excellent communication and client service skills.
  • Analytical and detail-oriented.
  • Strong organizational skills.
  • Ability to manage a demanding workload.
  • Ability to learn new systems quickly.
  • Proficient knowledge of Microsoft Office products.

Nice To Haves

  • A Bachelor’s degree and/or experience in Commercial Banking, Retail Banking or Deposit Origination is preferred.

Responsibilities

  • Assisting in the management of deposit, lending and trust relationships with affluent clients.
  • Supporting commercial bank officers.
  • Assisting with new and existing client needs including opening new accounts, loan requests and loan closing preparation.
  • Handling other client inquiries and requests.
  • Wire origination.
  • Loan advances and pay downs.
  • Exception monitoring and clearance.
  • Performing various other tasks as needed.
  • Ensuring compliance with current regulations and policies.
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