Houston Commercial Loan Assistant – Up to $70K + Benefits

The Symicor Group; Houston (TX); On-site; USD 63,000 - 77,000; Full time

Job summary

A talent acquisition firm is seeking a Commercial Loan Assistant in Houston, TX. The role involves processing loan files, creating loan documents and providing clerical support in a fast-paced environment. Successful candidates will have banking experience, strong organizational skills, and the ability to maintain compliance with regulations.

Qualifications

• Three or more years of banking experience in a commercial loan department.
• Experience with loan document processing.
• High level of customer relation and interpersonal skills.

Responsibilities

• Processing files from application to closing and ensuring loan documentation compliance.
• Ordering and verifying background information on loan applicants.
• Providing clerical support to Commercial Loan Officers.

Skills

Customer relation skills

Interpersonal skills

Organizational skills

Attention to detail

Education

Associate degree in a related field

Tools

Loan document processing software

Laser Pro

Microsoft Office products

Job description

Commercial Loan Assistant – Up to $70K – Houston, TX – Job # 1760

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our client is seeking to fill a Commercial Loan Assistant role in the Houston, TX market. This selected candidate will be responsible for processing loan files, creating loan documents and interacting with outside vendors to order appraisals, title work, track insurance, and obtain various standard reports or supporting documentation.

This position includes a generous salary of up to $70K and a full benefits package. (This is not a remote position.)

Commercial Loan Assistant responsibilities include:

• Providing clerical support to Commercial Loan Officers in a fast-paced office.
• Processing files from application to closing. Ensuring all loan documentation is complete, accurate, verified, and that it complies with the bank policies and state and federal regulations and policies.
• Preparing commercial loan documents and files within specified time limits to meet all crucial deadlines.
• Ordering, gathering and verifying background information on loan applicants and their business by conducting follow-up applicant interviews, obtaining credit bureau reports, business income statements, appraisals, title insurance, and other necessary verification documentation.
• Interviewing customer loan applicants to gather basic information concerning their business loan needs.
• Performing loan transactions efficiently, accurately and in a professional manner while providing quality customer service focused on building strong business relationships.
• Tracking insurance, taxes (real estate) and borrower financial information ensuring continued compliance with all loan requirements.
• Calculating loan payoffs, processing interest payments and when the loan is paid, terminating collateral liens or holds.
• Providing a back-up point of contact for the Vice President Commercial Lending, Commercial Credit Analyst and Collections when they are unavailable.
• Assuming other duties and responsibilities as assigned by the manager.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

• An associate degree in a related field of study is preferred.
• Three or more years of banking experience in a commercial loan department performing duties directly related to loan preparation, processing, and completion is strongly preferred.
• Experience with a loan document processing software is required. Laser Pro experience is preferred.
• High level of customer relation and interpersonal skills (verbal and written), tact and integrity due to regular exposure to confidential business and personal customer financial information.
• Skills should include typing, PC, knowledge of Microsoft Office products, and the ability to operate standard office equipment.
• Excellent organizational, multi-tasking skills and ability to work with constant interruptions.
• Must have good time management skills, be task-oriented and be comfortable working independently.
• Must be able to process information quickly while maintaining quality by having great attention to detail.

The next step is yours. Email us your current resume along with the position you are considering to: