Senior Lending Assistant (Full Time) - Sterling Plaza

PROSPERITY BANK•University Park, TX

About The Position

Under limited supervision, the Senior Lending Assistant provides advanced administrative and operational support to Commercial Loan Officers. The role requires a thorough understanding of complex commercial loan requirements and includes assisting with the preparation of all types of loan packages. The position serves as a liaison among lenders, internal business partners, and customers, and may provide executive-assistant support through calendar coordination and meeting scheduling. It also compiles management reports. The position has no credit authority and no supervisory responsibilities. The work is performed in a typical office environment, primarily seated, on a Monday–Friday schedule from 8:00 AM to 5:00 PM, totaling 40 hours per week.

Requirements

High school diploma or GED.
At least 5 years of Commercial Administrative Loan Assistant experience, with heavy emphasis on 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.
Ability to 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 handle varied situations with limited standardization.
Ability to interpret written, oral, diagrammed, or scheduled instructions.
Ability to make appropriate judgments and decisions with limited guidance.
Ability to deal with complex problems involving multiple facets and variables 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 perform calculations involving discount, interest, profit and loss, commission, markup and selling price, ratios, proportions, and percentages, as well as very simple algebra.
Ability to apply logical or scientific thinking to define problems, collect data, establish facts, draw conclusions, and interpret technical instructions involving multiple variables.

Nice To Haves

SBA lending experience.

Responsibilities

Assist loan officers with commercial and real estate loans.
Coordinate with title companies on real estate loans.
Provide administrative and operational support for the commercial loan function and assist loan officers in handling loans.
Obtain financial data and provide customer service related to approved lines of credit, equipment financing, and other loans.
Follow up and communicate consistently with clients and provide other required customer service.
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 customer signatures.
Examine loan terms and interest rates and ensure funding within established time frames.
Plan and schedule activities to ensure accurate, efficient, and timely processing.
Develop and prepare commercial-loan reports and records as required.
Coordinate workflow with related departments.
Draft necessary documents and agreements.
Provide routine platform services to customers, 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.