Commercial Lending Assistant

American National Bank; Allen (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

American National Bank in Allen, Texas is seeking a Commercial Lending Assistant to serve as the primary service contact for commercial clients and to support relationship managers in maximizing sales opportunities. You will prepare loan applications, process approvals and closings, review documents for accuracy, and manage the loan portfolio while resolving past-due accounts.

A high school diploma and at least seven years of commercial banking experience are required, with proficiency in Excel,

Qualifications

• High School Diploma or equivalent.
• Minimum 7 years of Commercial Banking experience.

Responsibilities

• Support Commercial Loan Officers in servicing and managing business customers and loan portfolios.
• Prepare and process loan applications, approvals, and closing documents with customers and third parties.
• Review loan documentation and gather required closing documents.
• Review documents for errors and ensure terms are accurate.
• Manage past-due commercial loan accounts and resolve customer issues.
• Assist customers with banking needs by coordinating with other departments (accounts, wires, etc.).

Skills

Excel

PowerPoint

MS Word

Customer service

Organization

Time management

Problem solving

Multi-tasking

Education

High School Diploma or equivalent

Tools

Excel

PowerPoint

MS Word

Job description

The Commercial Lending Assistant is responsible for various customer service, relationship management, and operational tasks while acting as a bank advocate and advisor to the client. This position serves as the primary point person of service for commercial clients and helps relationship manager maximize the sales opportunity.

• Supports Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios Prepares and processes loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants
• Reviews loan documentation and gathers necessary documents required to close commercial loans
• Reviews documentation and proofs to ensure there are no errors in documents and all required terms are accurate
• Clears all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio
• Manages past due commercial loan accounts and resolves customer account issues
• Assists customers with banking needs by coordinating with other banking departments to support the customer's need to open accounts, transfer funds, process wires, etc

Requirements

• High School Diploma or equivalent
• minimum of 7 years Commercial Banking experience

Skills

• Working knowledge of Microsoft Excel, PowerPoint and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
• Good customer service, organization, time management, problem resolution skills, and multi-tasking skills
• Work occasionally requires more than 40 hours per week to perform the essential functions of the job
• Lifting in an office setting may be required up to 30 lbs.

Equal Opportunity Employer
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