CRE Loan Assistant

First Security Bank•Dallas, TX

21h•Onsite

About The Position

First Security Bank is seeking a professional, energetic, and team-oriented individual to join our team as a CRE Loan Assistant! In this role, you will provide administrative and operational support to CRE Commercial Loan Officers and lending staff throughout the full life cycle of commercial real estate (CRE) loans. You will play a key role in ensuring accuracy, regulatory compliance, and timely processing from origination through closing and servicing, while maintaining effective communication with internal departments, borrowers, legal counsel, and third-party vendors. You will be responsible for preparing and reviewing loan documentation, verifying applicant and financial information, maintaining accurate and organized records, and ensuring adherence to all applicable banking regulations and internal policies. This position requires on-site work.

Requirements

Must be at least 18 years of age.
High School Diploma or GED is required.
5+ years of experience in commercial lending, CRE loan administration, or banking operations required.
Experience in administering construction loans and the draw process is required.
Proficiency with Outlook, Word, Excel, typing, 10-key, and utilization of the internet is required.
Commitment to demonstrating First Security's Core 5 values with customers and coworkers.

Nice To Haves

Associate or bachelor's degree in business, finance, accounting, or related field preferred.
Previous experience in general administration skills, which include keeping an office organized and running efficiently, is preferred.

Responsibilities

Assist in the preparation, review, and coordination of commercial real estate loan documents, including applications, term sheets, commitment letters, and closing packages.
Gather, review, and organize borrower organizational documents, surveys, financial statements, appraisals, environmental reports, and title information.
Ensure loan files are complete, accurate, and compliant with bank policy, Texas banking regulations, and federal requirements.
Facilitate communication between Loan Officers, customers, appraisers, attorneys, branch staff, title companies, insurance providers, and other third parties.
Review closing documents for accuracy and consistency with loan approval terms.
Assist with loan boarding, booking, and post-closing documentation retention.
Protect all customer information and bank operations through strict confidentiality.
Operate computer software and equipment, telephone, scanner, and copier, and develop proficiency with internal banking software, FCM/ImageCentre, and Loan Operations Platform.
Maintain reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.
Additional duties may be assigned by management.