Relationship Assistant

Susser Bank • Houston, TX

1d

About The Position

Provides administrative and lending support to the lending personnel within the bank. Responsible for processing loan documents including set-up and maintenance. Answers telephones, greets customers or guests, closes loans with officer approval, and performs general support duties.

Requirements

• Associate degree or equivalent education and experience required.
• Computer (Microsoft Office, Loan Origination Software, Jack Henry, LaserPro), ppdocs.com.
• Accuracy, attention to details, organizational skills.
• Analytical skills, problem solving, good time management.
• Strong verbal and written communication skills.
• Cooperation/Teamwork.

Nice To Haves

• Previous job related and customer service experience in a financial institution preferred.

Responsibilities

• Oversees the development and maintenance of loan and credit files.
• Prepares various loan documents for Bankers ensuring completeness, accuracy, and timeliness.
• Processes and follows up on new and renewal documents, processes renewals on real estate files.
• Prepares packets that include plans/cost breakdown for the appraisal department.
• Processes and closes loan documents in person with customer.
• Prepares the loan set up sheet.
• Order loan documents through commercial attorney.
• Processes loans from approval to closing.
• Answers NSF’s and tracks financial exceptions.
• Sends out new and renewal documents.
• Obtains signatures for approvals of various exceptions.
• Attends loan assistant meetings.
• Orders Title Commitments, Flood Certificates, Appraisals, Title Binder Extensions, UCC searches and Credit Reports.
• Approves HUD's for closing, requests Plans and Cost Breakdown sheets for interims.
• Processes customer requests or inquiries including loan draws or transfers.
• Places Red Flag verifications on all consumer loans.
• Communicates loan status with the Loan Origination Department, Compliance Department, Banker, and Customers.
• Works directly with branch staff to coordinate and facilitate account opening needs, ensuring timely and accurate completion of all clients onboarding documentation.
• Understands and agrees to abide by the policies and procedures established by Susser Bank.
• Performs duties in compliance with applicable laws and regulations.
• Maintains the security and confidentiality of pertinent information and records.
• Maintains current and up-to-date knowledge and continues professional development through training as applicable.
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree