Commercial Loan Operations Specialist

Plains State Bank; Sugar Land (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Plains State Bank in Sugar Land, TX, seeks an administrative assistant to provide clerical support to commercial loan officers, handling loan worksheets, title work, and related documentation to service banking needs.

The role requires strong written and verbal communication, familiarity with loan documentation and real estate processes, and the ability to coordinate with attorneys, title companies, and other departments to ensure accurate processing.

Qualifications

• High level of verbal and written communication skills.
• Thorough knowledge of commercial, consumer and real estate loan documentation.
• Ability to interface with loan officers, credit managers, attorneys and title companies.

Responsibilities

• Gather data and prepare loan worksheet approvals for new and renewed loans.
• Prepare attorney real estate loan instructions, order title work, flood letters and appraisal info.
• Review NSF reports daily and contact customers; prepare transfers or loan advances.
• Prepare loan advances and pay downs on customer request.
• Type wire transfers, stop payments and account transfers.
• Research loan exceptions and clear them as needed.
• Pull loan reports weekly and at month end for officers.
• Notarize documents.
• Interact with other departments to maintain external/internal customer service.
• Set personal goals and image that produce positive results for Plains State Bank.

Job description

Plains State Bank in Sugar Land, TX, seeks an administrative assistant to provide clerical support to commercial loan officers, handling loan worksheets, title work, and related documentation to service banking needs.

The role requires strong written and verbal communication, familiarity with loan documentation and real estate processes, and the ability to coordinate with attorneys, title companies, and other departments to ensure accurate processing.