Commercial Loan Assistant III

First United Bank; Dallas (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

First United Bank is seeking a Commercial Loan Assistant III in Dallas, Texas. The successful candidate will provide exceptional service to bank customers by assisting with loans, ensuring accurate documentation, and maintaining compliance with banking policies.

The role requires a strong understanding of loans, exceptional customer service skills, and a high school diploma or GED. Candidates with prior banking experience will be preferred. First United Bank is an Equal Opportunity Employer.

Qualifications

• Prior banking experience preferred.
• Consumer and Commercial experience preferred.
• Strong understanding of loans and loan products.
• Ability to communicate well with customers by all means of communication.

Responsibilities

• Explains and sells bank products based on customer needs.
• Provides administrative support to the loan officer.
• Assists customers with loan applications.
• Updates loan information in the system.

Skills

Customer service

Problem-solving skills

Organizational skills

Basic mathematical skills

Proficient computer skills

Good judgment

Interpersonal skills

Education

High school diploma or GED

Job description

Commercial Loan Assistant III

SUMMARY: This position is responsible for providing exceptional service to bank customers by assisting with loans for consumer and real estate as well as utilizing knowledge of the various accounts and products offered by the bank.

Responsibilities

• Explains, promotes, and sells bank products and services as appropriate based on individual customer needs.
• Supports First United’s strong relationship banking culture through on‑going customer contact, exceptional customer service, and superior product knowledge.
• Provides administrative support to the loan officer including closing and booking loans, preparing loan worksheets, and collecting and ordering necessary documents such as flood certificates, title work, and appraisals.
• Assists customers in filling out loan and/or credit applications.
• Updates loan information in computer.
• Ensures that loan files contain documents with proper signature, dates, and other relevant data.
• Assembles and verifies accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures.
• Prepares and closes deferrals.
• Provides assistance to the loan officer with exception reports.
• Answers telephone inquiries and written inquiries concerning loan processing and account information.
• Accepts loan payments.
• Prepares and mails past due letters and collection letters.
• Provides NADA values for customers.
• Performs variety of clerical duties requiring knowledge of departmental procedures.
• Handles customer complaints and escalates issues to supervisor as needed.
• Maintains cleanliness in and around work station.
• Recommends to supervisor possible methods to improve department.
• Completes all required compliance exams on a yearly basis.
• Adheres to all First United Policies and Procedures.
• Dresses professionally.
• Other duties as assigned by supervisor.

Employee Specifications

• High school diploma or GED required.
• Prior banking experience preferred.
• Consumer and Commercial experience preferred.
• Basic mathematical skills.
• Proficient computer skills.
• Strong understanding of loans and loan products.
• Exceptional customer service skills.
• Good problem‑solving and decision‑making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with customers by all means of communication including written, verbal, and non‑verbal communication.
• Ability to use e‑mail, phone, and other communication tools are necessary.
• Willingness to accept additional responsibilities.
• Dependable and adheres to timelines and schedules.
• Takes initiative in development and completion of projects.

Equal Employment Opportunity Statement

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

First United offers reasonable accommodations to individuals with disabilities. If an applicant is unable to complete an application or respond to a job opening because of a disability, please email [e-mail] for assistance.

All Locations: Dallas‑Uptown