Lending Assistant

Texas First Bank; Town of Texas (WI); On-site; USD 35,000 - 50,000; Full time

Job summary

Texas First Bank is seeking an administrative professional in the Town of Texas, Wisconsin to support Lending Officers through essential tasks. This role involves preparing loan documents for consumer, commercial, and real estate loans, ensuring compliance and quality in the documentation process.

Ideal candidates will have a high school diploma and banking experience, demonstrating strong MS Office skills, excellent communication, and attention to detail. Join us in a dynamic environment that values multitasking and organizational skills.

Qualifications

• High school diploma or equivalent required.
• Prior banking experience preferred.
• Strong MS Office skills including Word, Excel, and Outlook.

Responsibilities

• Determine type of loan and provide appropriate application type.
• Take loan applications and gather supporting information.
• Prepare and review loan documents for accuracy.

Skills

MS Office skills

Excellent verbal communication

Excellent written communication

Attention to detail

Organizational skills

Time management

Education

High school diploma or equivalent

Job description

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.