Commercial Loan Assistant

The Agency; Plano (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

The Agency in Plano, Texas is seeking an experienced Commercial Loan Assistant to support its commercial lending team. This role involves providing administrative, operational, and client service support throughout the lending process, ensuring a seamless experience for borrowers and lending officers.

The ideal candidate has a strong understanding of commercial lending operations, excellent attention to detail, and a commitment to delivering exceptional customer service.

Qualifications

• High school diploma or GED required; additional banking or financial services education preferred.
• Prior banking experience required.
• Commercial lending support experience strongly preferred.
• Working knowledge of commercial loan documentation, processing, and servicing procedures.
• Strong understanding of lending products and banking operations.
• Ability to manage multiple priorities while maintaining accuracy.
• Dependable, self-motivated, and committed to delivering high-quality work.

Responsibilities

• Provide administrative and operational support to Commercial Lenders.
• Prepare loan worksheets and assist with processing and closing of loans.
• Collect, review, and organize loan documentation.
• Ensure loan files are complete and compliant.
• Assist borrowers with loan applications.
• Coordinate with third parties for timely loan closings.
• Respond to customer inquiries regarding loan processing.

Skills

Attention to detail

Customer service

Organizational skills

Verbal communication

Problem-solving skills

Education

High school diploma or GED

Banking or financial services education

Tools

Banking software systems

Microsoft Office applications

Job description

A well-established financial institution with a strong commitment to relationship banking is seeking an experienced Commercial Loan Assistant to support its commercial lending team. This individual will play a critical role in providing administrative, operational, and client service support throughout the lending process while helping ensure a seamless experience for both borrowers and lending officers.

The Commercial Loan Assistant will be responsible for assisting with loan documentation, processing, closing coordination, portfolio administration, and ongoing client support. This role is ideal for a detail-oriented banking professional with a strong understanding of commercial lending operations and a commitment to delivering exceptional customer service.

Key Responsibilities

• Provide administrative and operational support to Commercial Lenders throughout the loan origination and servicing process
• Prepare loan worksheets and assist with the processing, closing, booking, and maintenance of commercial and consumer loans
• Collect, review, and organize loan documentation, including appraisals, title work, flood certifications, financial information, and other required documents
• Ensure loan files are complete, accurate, and compliant with internal policies and regulatory requirements
• Verify loan documentation for proper signatures, legal descriptions, vesting information, dates, and other critical details
• Assist borrowers with loan applications and maintain accurate loan information within banking systems
• Coordinate with attorneys, title companies, appraisers, and other third parties to facilitate timely loan closings
• Prepare loan modifications, deferrals, renewals, and exception reporting documentation as needed
• Respond to customer inquiries regarding loan processing, loan servicing, and account information
• Process loan payments and assist with collection activities, including preparing and distributing past-due notices and collection correspondence
• Support relationship-building efforts by providing exceptional customer service and identifying opportunities to deepen banking relationships
• Promote and cross-sell appropriate banking products and services based on client needs
• Maintain ongoing communication with lenders and customers to ensure a smooth and efficient lending experience
• Assist with departmental projects and process improvement initiatives as needed

Required Qualifications

• High school diploma or GED required; additional banking or financial services education preferred
• Prior banking experience required
• Commercial lending support experience strongly preferred
• Working knowledge of commercial loan documentation, processing, and servicing procedures
• Strong understanding of lending products and banking operations
• Exceptional attention to detail and organizational skills
• Ability to manage multiple priorities while maintaining accuracy and meeting deadlines
• Strong customer service and relationship management skills
• Excellent verbal and written communication abilities
• Proficiency with banking software systems and Microsoft Office applications
• Demonstrated problem-solving skills and sound judgment
• Ability to work effectively in a fast-paced team-oriented environment
• Dependable, self-motivated, and committed to delivering high-quality work

This is an excellent opportunity for an experienced banking professional seeking to join a growing commercial lending team in a highly visible support role. The successful candidate will work closely with lenders and clients while gaining exposure to a wide range of commercial credit relationships and lending transactions. For immediate consideration, please contact Nate Algood directly.

About The Agency Recruiting

The Agency Recruiting is a specialized search firm that connects high-performing talent with growth-focused organizations across a diverse range of industries nationwide. Through strategic and confidential recruiting partnerships, we help companies secure the leadership and professional talent that drives long-term success.

All career opportunities listed on The Agency Recruiting’s official website and official LinkedIn page are verified and deemed credible. Any postings appearing on ancillary job boards or third-party sites are not verified by The Agency Recruiting.

Equal Employment Opportunity Statement

The Agency Recruiting follows Equal Employment Opportunity (EEO) guidelines and considers all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.