Lending Assistant
PrimeLending•Dallas, TX
•Onsite
About The Position
PlainsCapital Bank is currently looking to hire a Lending Assistant to work at our Preston Center location in Dallas, Texas. The Lending Assistant provides administrative and operational support to Loan Officers in a highly engaged, client-focused environment. This role requires working knowledge of lending procedures and systems and is responsible for servicing clients professionally while managing loan-related activities and documentation. The Lending Assistant facilitates monetary transactions and assists clients with both loan and deposit-related matters.
Requirements
- High school diploma, general education degree (GED) or equivalent required
- 1 to 3 years of experience in related field of expertise
- Excellent verbal, written and interpersonal communication skills
- Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system
- Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment
Nice To Haves
- Familiarity with loan documentation a plus
Responsibilities
- Provide administrative support for Loan Officers and/or lending teams
- Generate reports and monitor activity within assigned loan portfolios
- Review exception reports and resolve exceptions promptly
- Assist with daily overdraft/NSF decisions
- Review past due reports and assist with client notifications when appropriate
- Prepare and maintain accurate customer loan files and correspondence
- Facilitate client transactions and account maintenance requests (e.g., payments, wire transfers, deposits, address changes); coordinate with Retail Banking and other departments as needed
- Assist clients with account inquiries and basic loan documentation questions
- Coordinate with Loan Officers, borrowers, and Loan Operations to ensure loan files are complete and accurate; collect required documentation and resolve deficiencies
- Provide financial documentation (e.g., tax returns, cash flow statements) to Credit Analysts during underwriting; request borrower documentation as needed
- Review inspection reports and coordinate with Loan Operations and Loan Officers to ensure inspections are scheduled and completed
- Perform general office support duties including receptionist relief, notarizing documents, ordering supplies, and document handling (fax/copy/scan)
- Greet clients, assess their needs, and assist or direct them appropriately
- Perform other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
