Lending Assistant- The Woodlands I-45

Prosperity Bank • The Woodlands, TX

305d

About The Position

Primarily responsible for providing clerical support for commercial lending activities while projecting a professional company image in all forms of communication. Types, prepares, and files a variety of documents and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

Requirements

• High school diploma or equivalent.
• Prior clerical experience helpful, particularly in a financial environment.
• Previous consumer and/or mortgage lending experience preferred.
• Moderate computer application skills; including Microsoft Office products such as Word, Excel, and PowerPoint.
• Knowledge of file maintenance, English grammar, appropriate standards regarding letters, memorandum, composition, and proper telephone etiquette.
• Basic reading and arithmetic skills.
• Good interpersonal, verbal, and written communication skills.
• Organizational skills, or ability to prioritize and complete various tasks within deadlines.
• Accurate and attentive to detail.
• Well organized.
• Ability to assist others.
• Able to use computer, adding machine, copy machine and basic equipment.

Responsibilities

• Assists Commercial Lender(s) with all clerical tasks associated with the lending process.
• Periodically supports other lending staff with administrative tasks as requested.
• Performs general clerical duties including, but not limited to; photocopying, faxing, mailing, and filing.
• Discuss consumer non-real estate applications with customer input into system for processing.
• Be able to discuss loan servicing situations with customers, including escrow and payment issues.
• Meets, greets, and assists clients and visitors to the bank.
• Makes transfers for bank customers.
• Processes loan payments and tracks insurance on business loans.
• Assists with disbursement and advances on loans, including construction draws.
• Assists with monitoring and clearing loan exceptions.
• Assists with questions and problems courteously and promptly.
• Obtains and conveys information as needed.
• Maintains the Bank's professional reputation.
• Attends and participates in meetings as required.
• Assumes responsibility for related duties as required or assigned.
• Assists in loan workflow tasks as requested.
• Ensures that work area is clean, secure and well maintained.
• Completes special projects as assigned.
• Attends and completes compliance and products/services training as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED