Lending Assistant

Texas First Bank; Beaumont (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

A community bank in Texas is seeking a candidate for an administrative role supporting Lending Officers. Responsibilities include preparing loan documents for consumer, commercial, and real estate loans. The ideal candidate will have a high school diploma and banking experience, with strong organizational skills. Proficiency in MS Office is necessary. This position demands attention to detail and the ability to work independently as well as in a team environment.

Qualifications

• Excellent verbal and written communication skills are required.
• Prior banking experience is preferred.
• Ability to work independently and as part of a team.

Responsibilities

• Determine the type of loan and provide the appropriate application type.
• Gather supporting information for loan approval.
• Prepare and review loan documents for accuracy.

Skills

Communication skills

Attention to detail

Organizational skills

MS Office skills

Education

High school diploma or equivalent

Job description

Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.

Text LABW to [phone] to apply and submit your resume!

Job Summary

Perform administrative duties for one or more Lending Officers. Coordinates the preparation of loan documents for closing consumer, commercial and real estate loans to ensure full compliance and quality of documentation for funding.

Responsibilities and Duties

• Determine type of loan and provided appropriate application type (i.e. consumer/commercial/real estate).
• Take loan applications.
• Gather supporting information for presentation approval; including but not limited to: financial information, corporate documentation, and credit reports
• Pull OFAC, certificate of account status, and UCC searches.
• Prepare loan officer worksheets and real estate source document.
• Preparation of loan agreements.
• Prepare and review loan documents for accuracy.
• Close and fund loans.
• Processing of draw requests for revolving line of credits and construction loans.
• Exception tracking and clearing.
• Other duties may be assigned.

Job Skills and Qualifications

• High school diploma or equivalent.
• Prior banking experience preferred.
• MS Office skills, including Word, Excel and Outlook.
• Excellent verbal and written communication skills.
• Ability to work independently and within a team environment, with ability to meet deadlines.
• Attention to detail a must.
• Strong organizational and time management skills with the ability to prioritize.
• Must be a self-starter with the ability to multi-task.
• Sitting extended periods of time; sufficient dexterity of hands/fingers to operate computer keyboard and other office equipment.