Lending Assistant

Broadstreet; Tyler (TX); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

401K matching and ESOP

Medical/Dental/Vision/Life Insurance

Paid Time Off

Paid Federal Holidays

Opportunity for Growth

Job summary

Broadstreet in Tyler, Texas is seeking a proactive Lending Assistant to join our financial services team. You will support the loan processing functions, ensuring smooth operations from application to approval and maintaining compliance with regulations.

The ideal candidate should have a high school diploma, strong organizational skills, and proficiency in Microsoft Office. Benefits include 401K matching, insurance, and opportunities for growth.

Qualifications

• Previous experience in banking, lending, or administrative support is preferred.
• Knowledge of loan processing procedures is a plus.
• Ability to operate ten-key typing efficiently for data entry tasks.

Responsibilities

• Assist loan officers with the preparation and review of loan applications.
• Support the underwriting process by gathering necessary financial data.
• Input and update loan data in the lending system accurately.

Skills

Attention to detail

Organizational skills

Customer service

Proficiency in Microsoft Office

Basic math calculations

Education

High school diploma or equivalent

Associate degree in finance, business, or economics

Tools

Lending software

Job description

Title: Lending Assistant

Department: Loan Department

Location: Tyler, Texas

Type: Full-Time

Job Overview

Lending Assistant – We are seeking a proactive and detail-oriented Lending Assistant to join our dynamic financial services team. In this vital role, you will support the loan origination and processing functions, ensuring smooth operations from application to approval. Your expertise will help streamline loan workflows, maintain compliance with federal regulations such as TILA (Truth in Lending Act) and Fair Housing laws, and assist in delivering exceptional service to our clients. This position offers an exciting opportunity to develop your skills in a fast‑paced environment committed to excellence.

Duties

• Assist loan officers with the preparation and review of loan applications, ensuring all documentation is complete and accurate.
• Support the underwriting process by gathering necessary financial data and documentation (income, credit reports, assets, etc.).
• Input and update loan data in the lending system accurately and timely.
• Communicate with customers to gather necessary information and provide updates on loan status.
• Manage loan files meticulously, maintaining organized records for audits and future reference.
• Coordinate with underwriters, appraisers, title companies and other third parties to facilitate smooth loan processing and funding.
• Perform basic math calculations for income verification, debt‑to‑income ratios, and escrow estimations using ten‑key typing skills.
• Review contracts, disclosures, and legal documents related to loans to ensure accuracy and adherence to banking standards.
• Monitor disbursement of construction and development loans.
• Assume responsibility for establishing and maintaining effective communication, coordination and working relations with bank personnel and with management.
• Respond to customer inquiries with professionalism and confidentiality.
• Ensure adherence to company policies and applicable lending regulations.

Requirements

• High school diploma or equivalent.
• Previous experience in banking, lending, or administrative support (preferred).
• Knowledge of loan processing procedures is a plus.
• Strong organizational and multitasking skills.
• Excellent attention to detail and accuracy.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and lending software.
• Strong communication and customer service skills.
• Proficiency in basic math calculations essential for financial assessments and escrow estimations.
• Ability to operate ten‑key typing efficiently for data entry tasks.
• Strong communication skills to coordinate effectively with clients, vendors, and internal teams.

Skills and Competencies

• Ability to handle sensitive financial information confidentially.
• Strong problem‑solving and analytical skills.
• Time management and ability to meet deadlines.
• Team‑oriented with the ability to work independently.
• Adaptability in a fast‑paced environment.

Education

A high school diploma or GED is required. Certifications in loan processing, compliance, or a related financial field are beneficial. An associate degree in finance, business, or economics, or equivalent experience, is preferred.

Benefits

• 401K matching and ESOP
• Medical/Dental/Vision/Life Insurance
• Paid Time Off
• Paid Federal Holidays
• Opportunity for Growth