Commercial Lending Specialist

City Bank; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

City Bank is seeking a Lending Assistant to support end-to-end loan operations, from initial applications to funding and post-closing documentation. The role requires meticulous document handling, strong communication with borrowers and internal teams, and coordination of closing activities.

You will work with Verafin, Silverlake and Synergy to process loans, manage lien perfection, and ensure regulatory compliance. A professional, detail-oriented mindset is essential.

Qualifications

• Experience handling loan documentation and customer interactions.
• Strong attention to detail and accuracy in all tasks.
• Excellent communication and professional demeanor when representing the bank.

Responsibilities

• Greet customers and represent the bank professionally.
• Coordinate preparation of loan closing documents for Commercial and Industrial loans with internal/external parties.
• Prepare loan input worksheets and checklists for document review.
• Scan and file loan package documents; organize to Doc Review and Synergy for upload.
• Manage loans to perfect the bank's lien via UCCs, deeds of trust, and related documents.
• Review documentation exception reports and request ongoing financial and collateral information.
• Complete loan funding worksheets and provide disbursement instructions to Loan Funding.
• Process payments, settlements, and related banking operations; coordinate with SBA and government-guaranteed loan programs.
• Schedule inspections, closings, and funding; handle AFT/ACH set ups and wire transfers.
• Assist with stop payments, online banking resets, and portal tasks as needed.

Skills

Loan documentation processing

Customer service

Attention to detail

Communication skills

Tools

Verafin

Silverlake

Synergy

Job description

City Bank is seeking a Lending Assistant to support end-to-end loan operations, from initial applications to funding and post-closing documentation. The role requires meticulous document handling, strong communication with borrowers and internal teams, and coordination of closing activities.

You will work with Verafin, Silverlake and Synergy to process loans, manage lien perfection, and ensure regulatory compliance. A professional, detail-oriented mindset is essential.