Lending Assistant II

First Financial Bank•Arlington, TX

1d•Onsite

About The Position

This position reports to multiple loan officers who manage large or major loan portfolios. The incumbent receives general supervision due to their experience and proficiency. The role involves frequent customer contact via telephone and email, assisting with routine problems and referring complex issues to other departments or supervisors. Excellent human relations skills are essential when interacting with customers and bank staff. The Lending Assistant II will perform administrative duties for senior loan officers involved in consumer/commercial loans, including typing, filing, answering phones, and greeting customers. They will also prepare loan documentation, ensure conformity to bank lending processes, and handle special projects. Active participation in the Customer Service First sales and service culture, support for organizational values, and adherence to company policies and procedures are required.

Requirements

Requires mathematical and general business knowledge normally acquired by high school graduate and at least six years secretarial/administrative experience, commercial or personal loan experience preferred.
Bachelor's degree with two years administrative experience will substitute for required experience.
Good customer relations and communications, accuracy, flexibility, reliability, initiative, confidentiality, and ability to handle multiple tasks at a time and work under stress.
Word processing and spreadsheet software experience required.
Proficient in grammar, punctuation, written and verbal communication skills.
Customer relations skills and professional demeanor is extremely important.

Responsibilities

Perform administrative duties for one or more Sr. level loan officers engaged in consumer/commercial loans.
Type, file, answer phone, greet and assist customers and prospective customers via phone or email.
Prepare loan documentation and follow up to ensure conformity to Bank's lending processes.
Handle special projects as assigned.
Actively participate in Customer Service First sales and service culture, support the values of the organization and follow established company policies and procedures.