Commercial Lending Assistant

The Addison Group; Plano (TX); On-site; USD 75,000 - 85,000; Full time

Job summary

The Addison Group in Plano, TX is seeking a Commercial Lending Assistant to provide administrative and loan processing support throughout the lending lifecycle. You will liaise with borrowers, lenders, title companies, appraisers, and internal teams to ensure timely, compliant loan processing.

Responsibilities include handling customer service requests, maintaining loan files, preparing underwriting documents, coordinating closings, and ensuring accuracy and regulatory compliance across all

Qualifications

• 3+ years of commercial lending, loan administration, loan operations, or commercial banking experience.
• Knowledge of CRE, C&I, consumer, and/or small business lending.
• Strong understanding of loan documentation and underwriting support.
• Proficiency with Microsoft Office and loan systems.
• Notary certification willingness is a plus.

Responsibilities

• Support commercial lenders with customer service requests, account maintenance, loan servicing, and calendar management.
• Maintain loan files, monitor maturities, address past‑due items, and follow up on outstanding requirements.
• Assist with preparation and review of underwriting documents, disclosures, title work, appraisals, and due diligence.
• Coordinate loan closings, funding, construction draws, and post‑closing documentation with borrowers and vendors.
• Ensure documentation is complete, accurate, and regulatory‑compliant; assist with reporting and admin tasks.

Skills

Commercial lending experience

Loan documentation

Regulatory compliance

Financial statement analysis

Customer service & communication

Education

Bachelor's degree

Job description

Pay: $75,000 - $85,000 / year + bonus opportunity

Work Schedule: Monday-Friday | 8:30 AM-4:30 PM | Fully Onsite

Benefits: This position is eligible for medical, dental, vision, and 401(k).

Job Description:

The Commercial Lending Assistant provides administrative, operational, and loan-processing support to commercial lenders throughout the lending lifecycle. This role serves as a key liaison between borrowers, lenders, title companies, appraisers, and internal departments to ensure loans are processed accurately, efficiently, and in compliance with applicable regulations.

Key Responsibilities:

• Support commercial lenders with customer service requests, account maintenance, loan servicing activities, and calendar management.
• Maintain loan files, monitor maturities and past-due items, resolve documentation exceptions, and follow up with customers regarding outstanding requirements.
• Assist with the preparation, collection, and review of underwriting documents, loan disclosures, title work, appraisals, flood certifications, and other due diligence requirements.
• Coordinate loan closings, funding activities, construction draws, and post-closing documentation while serving as a liaison between borrowers and third-party vendors.
• Ensure loan documentation is complete, accurate, and compliant with regulatory requirements while assisting with required reporting and administrative functions.

Qualifications:

• Bachelor's degree preferred; equivalent banking or lending experience will be considered.
• 3+ years of commercial lending, loan administration, loan operations, or commercial banking experience.
• Knowledge of commercial real estate (CRE), commercial & industrial (C&I), consumer, and/or small business lending.
• Strong understanding of loan documentation, underwriting support, compliance requirements, financial statements, and credit fundamentals.
• Proficiency in Microsoft Office Suite and experience utilizing loan processing, CRM, or banking systems.
• Highly organized with strong attention to detail, the ability to manage multiple loan files simultaneously, and excellent customer service and communication skills.
• Ability to handle sensitive financial information with professionalism, confidentiality, and accuracy.
• Willingness to obtain and maintain Notary Public certification.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.