Lending Assistant - Lubbock, Ave. Q

PROSPERITY BANKLubbock, TX
Onsite

About The Position

Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

Requirements

  • High School graduate or equivalent
  • Familiarity with business loan programs and service requirements.
  • Familiarity with general loan documentation helpful.
  • Prior experience helpful, particularly in a financial environment.
  • Accurate and attentive to detail.
  • Well organized.
  • Strong typing abilities.
  • Ability to assist others.
  • Able to use computer, adding machine, copy machine, and basic business equipment.
  • Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions.
  • Able to interpret a variety of technical instructions and can deal with multiple variables.
  • Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.
  • Able to perform very simple algebra.
  • Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.
  • Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
  • Ability to conduct training, communicates at panel discussions, and make professional presentations.

Responsibilities

  • Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
  • Makes transfers for businesses.
  • Processes loan payments and tracks insurance on business loans.
  • Monitors disbursements on construction and development loans.
  • Types a variety of documents, records, and reports.
  • Maintains, organizes, and updates business files.
  • Makes address changes as needed.
  • Opens, sorts, and distributes mail.
  • Monitors needs of New Accounts and provides back up as necessary.
  • Assumes responsibility for establishing and maintaining effective business relations with customers.
  • Assists with questions and problems courteously and promptly.
  • Obtains and conveys information as needed.
  • Maintains the Bank’s professional reputation.
  • Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
  • Assists, supports, and replaces Commercial Lending personnel as needed.
  • Obtains and conveys information as needed.
  • Attends and participates in meetings as required.
  • Assumes responsibility for related duties as required as assigned
  • Assist in preparing loan documents.
  • Ensure that work area is clean, secure, and will maintained.
  • Completes special projects as assigned.
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