Commercial Lending Operations Specialist

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

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.