Lending Assistant

Texas Gulf BankHouston, TX
Onsite

About The Position

This full-time position will provide administrative support to multiple commercial lenders in growing, monitoring, and servicing their loan portfolios, thereby reducing risks associated with the loans and improving the bank’s loan portfolio overall. The primary duties associated with this position are to proactively alleviate past dues and collect on accounts, contact customers to clear exceptions, collection of financials, communicate and coordinate with officers on upcoming maturing loans, assist walk-in customers and telephone inquiries with loan requests, obtain credit reports as needed, accept requests and make transfers on credit lines with appropriate approval, and coordinate and facilitate loan closings and fund loans when necessary through all phases of the process.

Requirements

  • Minimum of three years of experience in an administrative or lending support role within a commercial lending environment
  • Strong organizational and time management skills
  • Attention to detail
  • High degree of accuracy in handling financial data
  • Proficient in Microsoft Office
  • Comfortable operating standard office equipment
  • Self-motivated
  • Adaptable to shifting priorities
  • Able to work independently as well as collaboratively
  • Excellent verbal and written communication skills
  • Strong sense of urgency
  • Customer-focused attitude
  • High level of professionalism, discretion, and integrity

Nice To Haves

  • College coursework or degree preferred

Responsibilities

  • Proactively alleviate past dues and collect on accounts
  • Contact customers to clear exceptions
  • Collection of financials
  • Communicate and coordinate with officers on upcoming maturing loans
  • Assist walk-in customers and telephone inquiries with loan requests
  • Obtain credit reports as needed
  • Accept requests and make transfers on credit lines with appropriate approval
  • Coordinate and facilitate loan closings
  • Fund loans when necessary through all phases of the process
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