Senior Lending Assistant (Full Time) - Houston, River Oaks

PROSPERITY BANK•Houston, TX

About The Position

Under limited supervision, the Senior Lending Assistant provides advanced administrative support to Commercial Loan Officers and performs varied duties related to commercial lending. The role requires a thorough understanding of complex loan requirements and includes assisting with preparation of all types of loan packages. The assistant serves as a liaison among lenders, internal business partners, and customers, supports calendar coordination and meeting scheduling, and compiles management reports. The position has no credit authority and no supervisory responsibilities. The role also supports commercial and real estate loans, coordinates with title companies, gathers customer financial and loan information, prepares and coordinates documentation and closings, and maintains loan files and records. The assistant follows up with customers, supports approved lines of credit and equipment financing, coordinates workflows with related departments, prepares reports, drafts documents and agreements, handles routine platform services, and supports marketing initiatives. This is a full-time position with a Monday through Friday schedule of 8:00 a.m. to 5:00 p.m. (40 hours per week). The work is performed in a typical office environment and is sedentary, involving sitting most of the time and occasionally exerting up to 10 pounds of force.

Requirements

High school diploma or GED.
At least 5 years of Commercial Administrative Loan Assistant experience, with substantial experience across all phases of commercial lending.
Excellent organizational skills, ability to multitask, high energy, and attention to detail.
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 customer or employee groups.
Ability to calculate figures and amounts such as discounts and interest.
Ability to solve practical problems and handle varied situations with limited standardization.
Ability to interpret written, oral, diagram, or schedule-form instructions.
Ability to make appropriate judgments and decisions with limited guidance and deal with complex, multifaceted problems in non-standardized situations.
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 multitask.

Nice To Haves

SBA lending experience.

Responsibilities

Assist Commercial Loan Officers with commercial and real estate loans.
Coordinate with title companies on real estate loans.
Provide administrative and operational support within the commercial loan function.
Obtain financial data and provide customer service for 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 help 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 transaction requests.
Coordinate loan packages and documentation for customer signatures.
Examine loan terms and interest rates and ensure loans are funded 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.
Coordinate workflow with related departments.
Draft necessary documents and agreements.
Provide routine platform services, including 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.