Commercial Lending Assistant

Financial Staffing LLC; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Financial Staffing LLC in Houston is seeking an administrative loan processor to support Commercial Banking Officers by managing loan paperwork, creating files, and performing quality checks.

The role emphasizes attention to detail, collaboration, and compliance with banking regulations, with primary in-office duties and growth opportunities within loan operations.

Qualifications

• 2-5 years of experience in loan processing or administrative duties.
• Strong attention to detail and accuracy in data entry and reporting.
• Excellent written and verbal communication skills.
• Proficiency with basic office software and document management systems.

Responsibilities

• Meet external and internal customer service standards set by the Bank.
• Create new loan files by preparing documentation for scanning, entry into system and proper storage.
• Complete quality checks of loan packets and resolve deficiencies.
• Assist in collection of past due loans and gather items needed to clear exceptions.
• Coordinate with Loan Operations and Closing Departments and title companies on documents.

Skills

Collaboration

Proofreading

Multi-tasking

Detail orientation

Job description

Responsible for performing administrative tasks and reviewing loan paperwork for designated Commercial Banking Officer(s). Manage and update loan applications. Review all relevant documents and assess the applicant’s credit.

Primary Job Duties (Essential functions):

• Meet external and internal customer service standards established by the Bank
• Create new loan files by preparing documentation for scanning, entry into system and proper storage
• Complete quality checks of loan packets, document deficiencies and resolves exceptions.
• Assists in collection of past due loans, overdrafts and collecting items needed to clear technical exceptions including R/E taxes and insurance.
• Compose and directs written communication to various people both internal and external
• Assists with the physical flow of paperwork, including loan memorandums, filing, handling, and dispersing incoming and outgoing mail, and updating records.
• Assist lenders in obtaining necessary approvals on NSFs whenever needed.
• Responsible for the coordinate with the Loan Operations and Closing Departments along with title companies and various law firms the preparation and review of all legal documents, settlement statement, etc. prior to loan funding.
• Assist borrowers in processing construction loan draws are requested and maintaining support documentation for construction loans.
• Reviews weekly/monthly department exception reports in conjunction with the Loan Operations and Closing Departments to assure that all pertinent loan documentation in borrowers’ credit and collateral files are current.
• Be knowledgeable of compliance responsibilities
• Responsible for complying with applicable regulations
• Perform responsibilities as assigned in the Disaster Recovery Plan

Requirements

Experience Level (minimum):

• 2-5 years

Skills and Qualifications:

• Ability to work effectively in collaboration with others
• Ability to proofread and make corrections on routine data entry and reports.
• Multi-task oriented.
• Good organizational skills, very detail-oriented, mid-line computer skills

Remote Work:

This position is primarily an in-office role.