Lending Assistant (Full Time) - Research Blvd

PROSPERITY BANK•Austin, TX

10d

About The Position

The Lending Assistant provides clerical support for commercial lending activities and delivers high-quality, professional customer service. The role prepares, types, and files documents; processes business loan account activity; maintains files; handles mail and other clerical functions; and assists Commercial Lending personnel as needed. The position also supports New Accounts, helps prepare loan documents, maintains effective working relationships with customers and Bank personnel, and completes special projects and other assigned duties.

Requirements

High school graduate or equivalent.
Familiarity with business loan programs and service requirements.
Accuracy and attention to detail.
Strong organizational skills.
Strong typing abilities.
Ability to assist others.
Ability to use a computer, adding machine, copy machine, and basic business equipment.

Nice To Haves

Familiarity with general loan documentation.
Prior experience, particularly in a financial environment.

Responsibilities

Perform assigned clerical and account-processing functions.
Make transfers for businesses.
Process loan payments and track insurance on business loans.
Monitor disbursements on construction and development loans.
Type documents, records, and reports.
Maintain, organize, and update business files.
Make address changes as needed.
Open, sort, and distribute mail.
Monitor the needs of New Accounts and provide backup as necessary.
Assist customers with questions and problems courteously and promptly, and obtain and convey information as needed.
Maintain the Bank’s professional reputation.
Maintain effective communication, coordination, and working relationships with Bank personnel and management.
Assist, support, and replace Commercial Lending personnel as needed.
Attend and participate in meetings as required.
Assist in preparing loan documents.
Ensure the work area is clean, secure, and well maintained.
Complete special projects and other related duties as assigned.