Lending Assistant

RockBridge Search; Richardson (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

RockBridge Search in Richardson, TX is seeking a Lending Assistant to keep the lending process organized and moving forward. This role suits banking professionals who value accuracy and building relationships.

Responsibilities include supporting lenders with loan applications, documentation, processing, and closing coordination; maintaining accurate loan files; tracking deadlines; and ensuring compliance with policies and regulatory requirements.

Qualifications

• Banking or lending experience preferred.
• Strong organizational, communication, and follow-through skills.
• Excellent attention to detail and the ability to manage competing priorities.
• A proactive, dependable approach with the confidence to take ownership.

Responsibilities

• Support lenders with loan applications, documentation, processing, and closing coordination.
• Prepare, review, and maintain accurate loan files and customer records.
• Track deadlines, gather required documentation, and coordinate with internal teams.
• Deliver responsive, professional service to clients while protecting confidential information.
• Ensure lending activities follow established policies, procedures, and regulatory requirements.

Skills

Banking experience

Organizational skills

Communication skills

Attention to detail

Follow-through

Job description

Location: Richardson, TX
Salary: $65,000–$85,000

Ready to make your mark in banking? We’re seeking a confident, detail-driven Lending Assistant to keep the lending process organized, efficient, and moving forward. This role is ideal for a banking professional who thrives on accuracy, enjoys building relationships, and knows how to keep important details from slipping through the cracks.

Responsibilities:

Support lenders with loan applications, documentation, processing, and closing coordination.

Prepare, review, and maintain accurate loan files and customer records.

Track deadlines, gather required documentation, and coordinate with internal teams.

Deliver responsive, professional service to clients while protecting confidential information.

Ensure lending activities follow established policies, procedures, and regulatory requirements.

Qualifications:

Banking or lending experience preferred.

Strong organizational, communication, and follow-through skills.

Excellent attention to detail and the ability to manage competing priorities.

A proactive, dependable approach with the confidence to take ownership.

Bring your banking knowledge, sharpen your lending expertise, and help turn opportunities into successful closings!