Loan Assistant III - Fort Worth, TX

SouthState Bank•Fort Worth, TX

2d•Onsite

About The Position

The Loan Assistant III supports a higher-volume and/or more complex commercial lending pipeline, including loan maturities and reports, while ensuring timely processing and adherence to deadlines. The role collects and organizes borrower documentation, enters information into loan systems, orders searches, appraisals, and flood certifications, coordinates closings, initiates loan-fund disbursements, and reviews funded loans for complete documentation and timely, accurate booking. The Loan Assistant maintains post-closing documentation tracking and provides status updates. The role also supports lenders and customers, may coach or train colleagues, and helps uphold lending compliance, confidentiality, customer service, and company culture. The position is located at 1300 S. University Dr., Ste. 100, Fort Worth, Texas 76107; travel may be required for meetings and other business purposes.

Requirements

High school diploma or equivalent.
5–6 years of experience in commercial lending documentation.
5–6 years of Loan Assistant II or comparable experience.
Excellent time-management and organizational skills, with attention to detail.
Excellent communication and interpersonal skills.
Excellent computer skills, especially Microsoft Office.
Ability to prioritize tasks and think and work independently.
Ability to exercise good judgment to analyze and solve problems.
Ability to exercise personal and professional responsibility and work with limited direction.
Complete required annual compliance training and New Employee Orientation.
Able to access and interpret information on computer screens, documents, and reports; the role involves substantial time in front of a computer.
Maintain confidentiality and comply with applicable policies, security requirements, and regulations.

Nice To Haves

Bachelor’s degree or additional coursework in banking, finance, or lending.

Responsibilities

Track and manage a pipeline of increased loan volume and/or loan complexity, loan maturities, uninsured reports, and past-due reports, ensuring timely processing and adherence to deadlines.
Coach, mentor, or train others as a subject matter expert when asked.
Prioritize tasks to meet processing goals and customer expectations.
Provide backup support to other Loan Assistants during PTO and absences.
Maintain knowledge of state and federal lending and documentation regulations and bank policies and guidelines to ensure compliance.
Collect and organize borrower documentation, including income verification, credit reports, and identification.
Enter data accurately and efficiently into loan processing systems.
Order title searches, UCC searches, appraisals, and flood certifications as needed.
Coordinate closings with lenders, attorneys, insurance agents, and clients.
Initiate disbursement of closing funds and issue loan proceeds by check and/or wire.
Review closed and funded loans for document completion and ensure loans are booked accurately and promptly.
Contact settlement agents, registers of deeds, and title insurance agencies to obtain post-purchase documentation as necessary.
Maintain a tickler system for outstanding post-closing documentation, collateral, and exception monitoring, and report status during weekly meetings.
Communicate with an increased number of lenders (up to 3–4) and other stakeholders throughout the loan process.
Provide customer service, respond to questions and information requests, notify clients of issues or discrepancies, and assist with resolution.
Build internal and external customer relationships and demonstrate the company’s core values through prompt, efficient service and a strong work ethic.
Participate with community organizations and in community projects.
Participate in learning and development for continued personal and professional development.
Protect confidentiality, direct documents to appropriate parties, obtain approvals as necessary, meet deadlines, and follow compliance, security, internal, and consumer-protection requirements.
Travel as needed for lender or client meetings, all-hands meetings, career development, site visits, and acquisition or merger support.