Commercial Lending Assistant

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

Benefits offered by this job

Medical, dental, vision

401(k)

Job summary

Addison Group is seeking a Commercial Lending Assistant in Plano, TX. This role provides administrative, operational, and loan-processing support across the lending lifecycle, acting as a key liaison among borrowers, lenders, title companies, appraisers, and internal teams to ensure loans are processed efficiently and in compliance.

The position requires knowledge of loan documentation, underwriting support, and regulatory requirements, along with proficiency in MS Office and lending systems.

Qualifications

• Bachelor's degree preferred; equivalent banking or lending experience considered.
• 3+ years of commercial lending or loan operations experience.
• Knowledge of CRE, C&I, consumer, or small business lending.
• Strong understanding of loan docs, underwriting support, compliance, financial statements, and credit fundamentals.
• Proficiency in MS Office and loan processing/CRM systems.

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.

Skills

Loan documentation

Credit fundamentals

Financial statement analysis

Compliance knowledge

Customer service

Organization

Communication

Education

Bachelor's degree or banking experience

Tools

Microsoft Office Suite

Loan processing systems

CRM systems

Job description

Job Title: Commercial Lending Assistant

Industry: Banking & Financial Services

Location (City, State): Plano, TX

Assignment Type: Direct Hire

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).

About The Company:

Our client is a well-established community-focused financial institution known for its relationship-driven approach to commercial banking. With a collaborative and stable work environment, they are committed to delivering exceptional service to both customers and employees.

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.

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