Commercial Loan Admin Assistant – Full-Time

Foothills Bank

Pittsburg (TX)

On-site

USD 32,000 - 52,000

Full time

13 days ago
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Benefits offered by this job

Medical Insurance
Dental Insurance
Vision Insurance
Life Insurance
PTO
Paid Holidays
401(k) Plan
Employee Training

Job summary

Guaranty Bank & Trust in Pittsburg, TX is seeking a full-time Commercial Loan Administrative Assistant who will support the loan function and cross-train in opening accounts. The role demands courteous service, accurate document handling, and regulatory compliance.

Key tasks include processing credit reports, taking loan applications, preparing memos, and assisting with payments, deposits, and loan renewals. Strong Microsoft Office skills and 2+ years of customer service are preferred.

Qualifications

  • High school diploma or equivalent required.
  • Associates degree or higher preferred.
  • Minimum 2 years customer service experience required.
  • Minimum 1 year loan administrative experience in commercial real estate loans required.
  • Preferred 2 years loan administrative experience in commercial real estate loans.

Responsibilities

  • Represent the Bank in a courteous and professional manner.
  • Obtain credit reports and process denials according to regulations.
  • Take loan applications and process credit reports according to regulations.
  • Type memos, letters and reports.
  • Greet customers and assist them with routine problems.
  • Accept loan payments and deposits.
  • Handle incoming telephone calls and mail.
  • Obtain the necessary documents and legal papers for loans.
  • Call and write letters to past due customers.
  • Produce loan documents and renewal loans in an accurate and timely manner.
  • May be responsible for servicing loans: payments, payoff quotes and forwards to lenders and/or clients.
  • Maintain knowledge of banking products and services in order to cross-sell to customers.
  • Image documents into electronic filing system.
  • Work exception reports.
  • Set up meetings, conference and conference calls.
  • Proactively monitor schedules to identify and resolve conflicts and inefficiencies.
  • Comply with privacy policies and procedures to maintain customer confidentiality and information protection.
  • Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Complete and pass all required regulatory compliance training as assigned.
  • Perform any additional duties and tasks assigned by management.

Skills

Customer service
Time management
Microsoft Office
Professionalism
Team player

Education

High School diploma or equivalent
Associates degree or higher

Tools

CRM software

Job description

Guaranty Bank & Trust in Pittsburg, TX is seeking a full-time Commercial Loan Administrative Assistant who will support the loan function and cross-train in opening accounts. The role demands courteous service, accurate document handling, and regulatory compliance.

Key tasks include processing credit reports, taking loan applications, preparing memos, and assisting with payments, deposits, and loan renewals. Strong Microsoft Office skills and 2+ years of customer service are preferred.

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