Private Banking Lending Assistant - Dallas
About The Position
The Private Bank Lending Assistant provides support to Community Development Lending and the Private Bank by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding’s, ordering title reposts, UCC filings, and various inquires. Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires. Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned. Processing Community Development loans from application to final approval and working with officers and clients to request and obtain documentation needed for final approval/closing.
Requirements
- Minimum of 3 years of retail banking experience
- High school diploma or equivalent
- Excellent customer service skills
- Excellent written and oral communication skills
- Excellent PC skills and intermediate Microsoft Office Suite skills
Nice To Haves
- Previous experience working in Private Banking or loan processing
- Working knowledge of retail and commercial loan documentation
- Bachelor's degree or some college business courses
Responsibilities
- Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding’s, ordering title reposts, UCC filings, and various inquires.
- Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires.
- Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information.
- Prepare various monthly activity monitoring reports.
- Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions.
- Processing Community Development loans from application to final approval and working with officers and clients to request and obtain documentation needed for final approval/closing.
- Other duties and projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
