Lending Assistant

Community-National-Bank---Cnbtx; Fort Worth (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Community-National-Bank---Cnbtx in Fort Worth is seeking a Loan Operations Support specialist to assist loan officers across consumer, commercial, oil & gas, and real estate lending, ensuring timely documentation and regulatory compliance.

You will pull credit reports, prepare loan packages, maintain files, and coordinate with Credit Analysts and auditors, while handling confidential information in a fast-paced banking environment.

Responsibilities

• Assist loan officers in originating, processing, signing and booking of loans.
• Prepare and maintain compliance documentation for all loans.
• Pull credit reports, loan worksheets and check sheets.
• Maintain files with financial statements, tax statements and insurance proofs to keep them current.
• Assist in processing release of liens for various loan types.
• Prepare outgoing wire documents and cashier's checks as needed by customers.

Job description

General SummaryResponsible for supporting the Loan Officers as needed in connection with consumer, commercial, Oil & gas and real estate loan activity. Maintain financial and compliant loan documentation for loan officers. Verify all credit files are up to date according to bank requirements. Assist in maintaining exceptions to loan policy.Principal Duties and ResponsibilitiesResponsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.Assist in originating, processing, signing and booking of loans.Prepare and maintain compliance documentation for all loans.Provide requested information and communicate with Credit Analysts to assist in preparation of loan packages for presentation to ILC and DLC.Maintain files by obtaining financial statements, accounts receivable listings, proof of insurance coverage, tax statements & other required items in credit & collateral files to keep them current and up-to date.Process paid out loans.Process withdrawals and denials.Assist customers by answering their questions and contact the proper department required to assist them with all banking needs.Pull credit reports, loan worksheets and check sheets.Assist in processing release of liens for real estate, consumer, commercial or oil & gas loans when needed.Prepare outgoing wire documents and cashier's checks as needed by customers.Maintain regular and punctual attendance.Work cooperatively with others.Work overtime as needed.Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.Skills and Abilities RequiredAbility to prioritize and manage multiple responsibilities within strict timelines.General knowledge of banking and the loan process.Ability to move large sums of money with accuracy and confidence.Excellent communication skills to assist customers in a profession and confidential manner.Above average computer skills (Word, Excel, Power Point, Outlook)Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast paced environment.Willingness to learn and adapt to varied and added responsibilities.In depth knowledge of banking softwareCertifications/Education and ExperienceBasic knowledge of oil and gas languageFamiliarity with legal documentationKnowledge of loan policy and compliance requirementsWorking ConditionsIndoor, in an office environment, with a typical 40-hour workweekConsiderable effort and eyestrain from continuous computer use.Physical RequirementsOccasionally move office equipment, and files weighing 10+ pounds.Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.Ability to use auditory senses for answering telephone and hearing alarms.Must be able to remain in a stationary position for long periods of time to process work.