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

PROSPERITY BANK • Houston, TX

5d

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 all types of loan packages. The Senior Lending Assistant serves as a liaison among lenders, internal business partners, and customers; supports calendar coordination and meeting scheduling; and compiles management reports. The position operates with no credit authority and has no supervisory responsibilities.

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 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 interpret instructions in varied formats and situations with limited standardization.
• Ability to make appropriate judgments and decisions with limited guidance and handle complex, multifaceted problems.
• 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.

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 for 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 loans are funded 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.
• Perform other duties as needed or required.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED