Senior Lending Assistant (Full Time) - Sterling Plaza

PROSPERITY BANK•Dallas, TX

1d•Onsite

About The Position

Under limited supervision, the Senior Lending Assistant provides advanced administrative support to Commercial Loan Officers, including work related to commercial and real estate lending. The role requires a thorough understanding of complex loan requirements and supports the preparation of all types of loan packages. It serves as a liaison among lenders, internal business partners, and customers, and provides executive-assistant support through calendar coordination and meeting scheduling. The position also compiles management reports and operates without credit authority. The role provides customer service and operational support throughout the commercial loan process, from gathering customer and financial information to coordinating documentation, signatures, and loan closings. It coordinates workflows with related departments and outside title companies, maintains loan files and records, drafts documents and agreements, and helps ensure loans are processed accurately, efficiently, and within established time frames. The position may also handle marketing initiatives and routine platform services. This is a full-time, onsite office position at Sterling Plaza, scheduled Monday through Friday from 8:00 a.m. to 5:00 p.m. The work is sedentary, generally involves typical office conditions, and has no supervisory responsibilities.

Requirements

High school diploma or GED.
At least five years of commercial administrative loan assistant experience, with substantial experience across all phases of commercial lending.
Excellent organizational skills and the ability to multitask, maintain high energy, and be detail-oriented.
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports and correspondence and speak effectively before groups of customers or employees.
Ability to calculate figures and amounts such as discounts and interest.
Ability to solve practical problems and deal with concrete variables in situations with limited standardization.
Ability to interpret written, oral, diagrammatic, or schedule-based instructions.
Ability to make appropriate judgments and decisions with limited guidance and handle complex problems involving multiple variables.
Strong public speaking and presentation skills.
Excellent written and verbal communication skills.
Ability to maintain confidentiality and instill trust within the organization.
Proficiency with Microsoft Word, Excel, Teams, and PowerPoint.
Ability to compute discount, interest, profit and loss, commission markup and selling price, ratios, proportions, and percentages, and perform simple algebra.
Ability to apply logical or scientific reasoning, establish facts, draw conclusions, and interpret technical instructions.
Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.
Ability to talk frequently and convey detailed or important instructions accurately; average hearing and visual abilities; and frequent repetitive motion involving the wrists, hands, or fingers.
Ability to perform sedentary work, sitting most of the time, and occasionally exert up to 10 pounds of force.

Nice To Haves

SBA lending experience.

Responsibilities

Participate with and assist loan officers on commercial and real estate loans.
Coordinate with title companies on real estate loans.
Provide administrative and operational support within the commercial loan function and assist loan officers in handling loans.
Obtain financial data and provide customer service on approved lines of credit, equipment financing, and other loans.
Follow up and communicate consistently with clients and provide other customer service as required.
Coordinate daily workflow to ensure current loans conform to their terms.
Establish and maintain appropriate files and records for loan documents.
Provide information necessary for loan preparation.
Organize and schedule loan closings.
Gather credit and loan information from customers to complete loan transaction requests.
Coordinate loan packages and documentation for customers’ signatures.
Examine loan terms and interest rates and ensure funding within established time frames.
Plan and schedule activities to support accurate, efficient, and timely processing.
Develop and prepare reports and records relating to commercial loans as required.
Coordinate workflow with related departments.
Draft necessary documents and agreements.
Provide routine platform services, such as approving checks for cashing or handling customer problems.
Handle marketing initiatives.
Coordinate calendars and schedule meetings.
Compile management reports.
Perform other duties as needed or required.