Commercial Lending Assistant

American National Bank of Texas; Allen (TX); On-site; USD 55,000 - 70,000; Full time

Job summary

American National Bank of Texas in Allen, Texas is seeking a Commercial Lending Assistant to support relationship managers and loan officers by handling servicing, applications, and closing documents. You will act as a bank advocate for commercial clients and help maximize sales opportunities while ensuring accuracy and compliance.

This role requires strong Excel, PowerPoint, and Word skills, plus attention to detail, organization, and the ability to manage multiple tasks.

Qualifications

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

Responsibilities

• 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.

Skills

Excel

PowerPoint

MS Word

Keyboarding

Calculator skills

Customer service

Organization

Time management

Problem resolution

Multi-tasking

Overtime readiness

Lifting

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

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.

Responsibilities

• 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.

ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.