Full time

ExpertHiring; Flower Mound (TX); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

ExpertHiring in Flower Mound, Texas, is seeking a capable Lending Specialist to support loan officers, process loan data, and manage closings. You will answer calls, coordinate funding, and ensure accurate loan documentation while maintaining strict confidentiality of customer information.

The role requires a high school diploma or GED and at least three years in banking, with lending experience preferred. Proficiency in Word/Excel and strong communication are essential for success.

Qualifications

• High school diploma or GED with relevant banking experience.
• At least three years banking experience; lending preferred.
• Proficient in Word and Excel and general office skills.
• Knowledge of loan documentation and credit processes.
• Ability to prioritize, multi-task and communicate clearly.
• Must pass Trusted Advisor Certification.

Responsabilités

• Provide lending support to loan officers within the department.
• Process data input for loans originated or renewed in the loan software and coordinate, close, and fund loans.
• Answer telephones in a team environment, relay messages, and handle inquiries or problems independently whenever possible.
• Act as a liaison with other bank personnel, customers, and prospective clients.
• Provide secure, accurate, responsive, and courteous customer service to internal and external customers at all times.
• Maintain strict confidentiality of customer and banking relationships.
• Serve as a trusted advisor to every internal and external customer by consistently demonstrating trusted advisor skills to help customers identify and achieve their financial goals.
• Take loan applications, gather information for loan requests, pull credit reports, and prepare information for loan officers to review.
• Prepare worksheets for new and renewal loans and monitor loans coming due.
• Process data input for consumer and commercial non-real estate loans in the loan software.
• Organize final loan documents, set and conduct closings, and complete post-closing funding and documentation tasks.
• Perform daily tasks with a sense of urgency to meet customer needs (e.g., wire transfers, account transfers, payments, draw requests, and other general banking needs).
• Provide loan officer proxy support to approve loans with loan officer approval within guidelines of loan policy and loan officer lending limits.
• Assist loan officers in gathering financial information from customers.
• Assist loan officers with overdrafts and past-due loan payments.
• Approve checks and deposits when tellers call.
• Complete Adverse Action Notices on loan declines.
• Clear and work exception lists per loan officer request.
• Provide notary services for customers.
• Perform other duties as requested by the supervisor or other bank management representatives.

Connaissances

Communication skills

Multi-tasking

Decision making

Teamwork

Customer service

Formation

High school diploma or GED

Trusted Advisor Certification

Outils

Word

Excel

Description du poste

Flower Mound, United States | Posted on 10/26/2026

• Independent Texas-owned community bank with a strong reputation since 1958.
• Committed to improving the financial well-being of customers, local businesses, and communities.
• Emphasizes integrity, excellence, mutual respect, and professionalism.
• Offers skill-building opportunities and multiple paths for career advancement.
• Focuses on competitive compensation and opportunities for professional growth.
• Combines personalized customer service with modern banking solutions.
• Opportunity to contribute to a bank that actively supports education, community outreach, and economic development.

Job Type : Full Time

Location : Flower Mound, Texas

Job Description

What you will be doing:

• Provide lending support to loan officers within the department.
• Process data input for loans originated or renewed in the loan software and coordinate, close, and fund loans.
• Answer telephones in a team environment, relay messages, and handle inquiries or problems independently whenever possible.
• Act as a liaison with other bank personnel, customers, and prospective clients.
• Provide secure, accurate, responsive, and courteous customer service to internal and external customers at all times.
• Maintain strict confidentiality of customer and banking relationships.
• Serve as a trusted advisor to every internal and external customer by consistently demonstrating trusted advisor skills to help customers identify and achieve their financial goals.
• Take loan applications, gather information for loan requests, pull credit reports, and prepare information for loan officers to review.
• Prepare worksheets for new and renewal loans and monitor loans coming due.
• Process data input for consumer and commercial non-real estate loans in the loan software.
• Organize final loan documents, set and conduct closings, and complete post-closing funding and documentation tasks.
• Perform daily tasks with a sense of urgency to meet customer needs (e.g., wire transfers, account transfers, payments, draw requests, and other general banking needs).
• Provide loan officer proxy support to approve loans with loan officer approval within guidelines of loan policy and loan officer lending limits.
• Assist loan officers in gathering financial information from customers.
• Assist loan officers with overdrafts and past-due loan payments.
• Approve checks and deposits when tellers call.
• Complete Adverse Action Notices on loan declines.
• Clear and work exception lists per loan officer request.
• Provide notary services for customers.
• Perform other duties as requested by the supervisor or other bank management representatives.

Experience you will need:

• High school diploma or GED with relevant experience.
• Three years of banking experience or equivalent; lending experience preferred.
• Proficiency in computer skills (Word and Excel) and general office skills.
• Good command of loan documentation and credit-related processes, including vehicle title transactions.
• Ability to prioritize and multi-task.
• Ability to make decisions and exercise initiative to meet customer needs.
• Good oral and written communication skills.
• Ability to pass and maintain satisfactory results for Trusted Advisor Certification.
• Ability to maintain customer confidentiality.
• Knowledge of basic math calculations.
• Ability to read and understand regulations, policies, and procedures; uses grammatically correct and clear oral and written communication.
• Ability to work in a fast-paced environment and work well within a team while maintaining a positive customer service demeanor and attitude.
• Must comply with all bank policies and procedures related to the job and/or consistent with business necessity.