Commercial Loan Support Specialist III

First United Bank; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

First United Bank is seeking a Commercial Loan Assistant III to support consumer and real estate loan processing. You will assist with loan documentation, closing, and data entry while delivering exceptional customer service and maintaining accurate files.

Key responsibilities include preparing loan worksheets, ordering documents, and assisting the loan officer with deferrals and reports, ensuring compliance with policy and timeliness.

Qualifications

• High school diploma or GED required; banking experience preferred.
• Consumer and commercial loan experience preferred.
• Strong customer service and product knowledge are essential.

Responsibilities

• Explain, promote, and sell bank products based on customer needs.
• Provide administrative support to loan officer including closing and booking loans.
• Assist customers with loan/credit applications and update loan information.

Skills

Customer service

Communication

Detail oriented

Problem solving

Time management

Interpersonal skills

Documentation

Team player

Email/Phone communication

Initiative

Education

High school diploma or GED

Banking experience preferred

Consumer/Commercial experience preferred

Tools

Loan processing software

Microsoft Office

Job description

First United Bank is seeking a Commercial Loan Assistant III to support consumer and real estate loan processing. You will assist with loan documentation, closing, and data entry while delivering exceptional customer service and maintaining accurate files.

Key responsibilities include preparing loan worksheets, ordering documents, and assisting the loan officer with deferrals and reports, ensuring compliance with policy and timeliness.