Lending Assistant

COMMUNITY NATIONAL BANK•Dallas, TX

1d•Onsite

About The Position

Responsible for supporting the Loan Officers as needed in connection with consumer, commercial, Oil & gas and real estate loan activity. Maintain financial and compliant loan documentation for loan officers. Verify all credit files are up to date according to bank requirements. Assist in maintaining exceptions to loan policy.

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 with accuracy and confidence.
Excellent communication skills to assist customers in a professional and confidential manner.
Above average computer skills (Word, Excel, Power Point, Outlook)
Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast-paced environment.
Willingness to learn and adapt to varied and added responsibilities.
In-depth knowledge of banking software.

Nice To Haves

Basic knowledge of oil and gas language
Familiarity with legal documentation
Knowledge of loan policy and compliance requirements

Responsibilities

Staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Assisting in originating, processing, signing and booking of loans.
Preparing and maintaining compliance documentation for all loans.
Providing requested information and communicating with Credit Analysts to assist in preparation of loan packages for presentation to ILC and DLC.
Maintaining files by obtaining financial statements, accounts receivable listings, proof of insurance coverage, tax statements & other required items in credit & collateral files to keep them current and up-to-date.
Processing paid out loans.
Processing withdrawals and denials.
Assisting customers by answering their questions and contacting the proper department required to assist them with all banking needs.
Pulling credit reports, loan worksheets and check sheets.
Assisting in processing release of liens for real estate, consumer, commercial or oil & gas loans when needed.
Preparing outgoing wire documents and cashier's checks as needed by customers.
Maintaining regular and punctual attendance.
Working cooperatively with others.
Working overtime as needed.
Performing other duties as required or assigned which are reasonably within the scope of the duties in this job classification.