Commercial Lending Operations Specialist

North Dallas Bank & Trust Co.; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

North Dallas Bank & Trust Co. is seeking a Commercial Lending Assistant to support lenders in developing, originating, servicing and maintaining bank customer relationships.

This role requires knowledge of loan documentation, underwriting and closing processes, with duties spanning from loan disclosures to funding and HMDA reporting. The position targets candidates with a finance-related degree and several years of commercial lending experience, capable of coordinating with multiple loan

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field preferred.
• 3+ years of commercial lending or loan assistant experience, with exposure to C&I loans, CRE, consumer and small business lending.
• Experience supporting multiple loan officers or a lending team.
• Familiarity with loan documentation, underwriting packages, and closing coordination.
• Strong understanding of loan documentation, compliance requirements, and lending regulations.

Responsibilities

• Decision daily NSF and OD activity for accounts assigned to Loan Officer including reviewing items, account activity and contacting the customer when necessary.
• Handle customer service needs for customers assigned to Loan Officer including account transfers, line of credit advances, payments and other account maintenance needs.
• Screen incoming phone calls for the Loan Officer and manage calendar appointment scheduling.
• Organize and maintain customer files for loans in process in an orderly fashion.
• Contact loan customers regarding past due loan payments.
• Review collateral and credit exceptions and contact the customers and other parties required to clear those exceptions in a timely fashion.
• Process loan files to assist with loan underwriting, documentation and closing, including preparing disclosures and ordering title insurance/appraisals/flood determinations.
• Funding of the loan including distribution of loan proceeds and collection and proper accounting of fees and expenses.
• Prepare HMDA reporting on requisite loans.

Skills

Excel

Word

Outlook/Teams

Notary Registration

Education

Bachelor’s degree in Finance, Accounting, Business Administration, or related field

Tools

CRM systems

Database software

Job description

North Dallas Bank & Trust Co. is seeking a Commercial Lending Assistant to support lenders in developing, originating, servicing and maintaining bank customer relationships.

This role requires knowledge of loan documentation, underwriting and closing processes, with duties spanning from loan disclosures to funding and HMDA reporting. The position targets candidates with a finance-related degree and several years of commercial lending experience, capable of coordinating with multiple loan