Lending Assistant

COMMUNITY NATIONAL BANK•Fort Worth, TX

10d•Onsite

About The Position

The Lending Assistant supports Loan Officers with consumer, commercial, oil and gas, and real estate loan activity. The role maintains complete, current, financial and compliant loan documentation, verifies that credit files meet bank requirements, and assists with tracking exceptions to loan policy. The position also supports customers with banking questions and coordinates with other departments as needed. This role is based in an indoor office environment and has a typical 40-hour workweek. It requires frequent computer use and extended periods in a stationary position. Occasional movement of office equipment and files weighing more than 10 pounds is required.

Requirements

Ability to prioritize and manage multiple responsibilities within strict timelines.
General knowledge of banking and the loan process.
Ability to move large sums of money accurately and confidently.
Excellent communication skills to assist customers in a professional and confidential manner.
Above-average computer skills, including Word, Excel, PowerPoint, and Outlook.
Strong attention to detail and a conscientious, proactive approach to delivering high-quality results in a fast-paced environment.
Willingness to learn and adapt to varied and additional responsibilities.
In-depth knowledge of banking software.
Basic knowledge of oil and gas terminology.
Familiarity with legal documentation.
Knowledge of loan policy and compliance requirements.
Ability to remain stationary for long periods while processing work.
Ability to use auditory senses to answer the telephone and hear alarms.

Responsibilities

Stay current with and comply with applicable banking laws and regulations, as well as CNB policies and procedures.
Assist with originating, processing, signing, and booking loans.
Prepare and maintain compliance documentation for loans.
Provide information and communicate with Credit Analysts to help prepare loan packages for presentation to ILC and DLC.
Maintain credit and collateral files by obtaining financial statements, accounts receivable listings, proof of insurance coverage, tax statements, and other required items.
Process paid-out loans, withdrawals, and denials.
Answer customer questions and contact the appropriate department to assist with banking needs.
Pull credit reports, loan worksheets, and check sheets.
Assist with processing releases of liens for real estate, consumer, commercial, or oil and gas loans.
Prepare outgoing wire documents and cashier's checks as needed by customers.
Maintain regular and punctual attendance and work cooperatively with others.
Work overtime as needed.
Perform other duties as required or assigned that are reasonably within the scope of the job classification.