Commercial Loan Assistant II: Detail-Driven Funding Expert

Centennial Bank; Fort Worth (TX); Presencial; USD 45.000 - 60.000; Jornada completa

Descripción de la vacante

Centennial Bank in Fort Worth, TX is seeking a Loan Assistant II to support commercial lenders in preparing and verifying loan applications. You will assist in loan processing, prepare documents for funding, and manage loan files with attention to accuracy and compliance.

The role requires strong data-entry, math, and communication skills, with opportunities to engage in various loan operations tasks and compliance training. This on-site position offers comprehensive banking support duties.

Formación

• High school diploma or GED with on-the-job training in a banking/clerical area and about 4 years of related experience.
• Ability to read and understand documents, and write routine reports and correspondence.
• Mathematical skills to calculate figures such as discounts, interest, percentages, and other concepts.
• Notary Public is preferred.

Responsabilidades

• Review Ncino Credit Memo for accuracy.
• Order supporting documentation for loan files.
• Submit Ncino Credit Memo to loan operations.
• Perform pre-funding review and close/fund loans when needed.
• Prepare loan packages for shipping and booking and pull maturity/past due reports.
• Inform officers of required documents for renewals and handle loan research issues.
• Prepare Ncino Credit Memo and assist in clearing collateral/credit exceptions.
• Process draw requests, loan payments, transfers, and related tasks.

Conocimientos

Attention to detail

Time management

Proofreading

Team player

Educación

High School Diploma or GED

Notary Public (preferred)

Herramientas

Word Processing

10-Key

Data Entry

Database

Spreadsheet

Contact Management

Descripción del empleo

Centennial Bank in Fort Worth, TX is seeking a Loan Assistant II to support commercial lenders in preparing and verifying loan applications. You will assist in loan processing, prepare documents for funding, and manage loan files with attention to accuracy and compliance.

The role requires strong data-entry, math, and communication skills, with opportunities to engage in various loan operations tasks and compliance training. This on-site position offers comprehensive banking support duties.