Lending Assistant (Full Time) - Research Blvd

Prosperity Bank; Texas; On-site; USD 32,000 - 42,000; Full time

Job summary

Prosperity Bank is seeking a Lending Assistant to provide clerical support for commercial lending at our Austin, TX location. The role involves typing, filing, mail handling, and maintaining loan-related documents while delivering high-quality service to customers.

The position emphasizes accuracy, organization, and teamwork with lending staff. Prior finance exposure is helpful; high school diploma required, with typical bank office hours Monday–Friday.

Qualifications

• Education: High School graduate or equivalent.
• Knowledge: Familiarity with business loan programs and service requirements; general loan documentation helpful.
• Experience: Prior experience helpful, particularly in a financial environment.
• Skills: Accurate and attentive to detail; well organized; strong typing abilities; ability to assist others; able to use computer, adding machine, copy machine, and basic business equipment.

Responsibilities

• Provide clerical support for commercial lending activities.
• Types, prepares, and files a variety of documents.
• Opens mail and performs miscellaneous clerical functions as needed.
• Maintains business files and updates as necessary.
• Establishes and maintains effective customer relations.
• Assists with loan documents preparation and related duties.
• Attends meetings as required and supports lending personnel.
• Manages general office duties and document processing.

Skills

Typing

Attention to detail

Organization

Customer service

Assist others

Computer/office equipment use

Education

High School diploma or equivalent

Tools

Office equipment operation

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Lending Assistant (Full Time) - Research Blvd

RESEARCH BLVD ASSOC Full Time Lending Assistant Research Blvd, Austin, TX, US

Prosperity Bank is an Equal Opportunity Employer.

POSITION PURPOSE

Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
• Makes transfers for businesses.
• Processes loan payments and tracks insurance on business loans.
• Monitors disbursements on construction and development loans.
• Types a variety of documents, records, and reports.
• Maintains, organizes, and updates business files.
• Makes address changes as needed.
• Opens, sorts, and distributes mail.
• Monitors needs of New Accounts and provides back up as necessary.
• Assumes responsibility for establishing and maintaining effective business relations with customers.
• Assists with questions and problems courteously and promptly.
• Obtains and conveys information as needed.
• Maintains the Bank’s professional reputation.
• Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
• Assists, supports, and replaces Commercial Lending personnel as needed.
• Obtains and conveys information as needed.
• Attends and participates in meetings as required.
• Assumes responsibility for related duties as required as assigned
• Assist in preparing loan documents.
• Ensure that work area is clean, secure, and will maintained.
• Completes special projects as assigned.

Performance Measurements:

• Document preparation is accurate, neat, and timely.
• Files are current and well organized.
• Miscellaneous clerical functions are efficiently and effectively completed.
• Professional working relations exist with customers.
• Assistance is provided as needed.
• Questions are answered courteously and promptly.
• Good working relations and communications exist with Bank personnel and with management.
• Assistance and support are provided as needed.
• Management is appropriately informed.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

SUPERVISORY RESPONSIBILITIES:

This role has no supervisory duties.

QUALIFICATIONS

Education/Certification:

High School graduate or equivalent

Knowledge Required:

Familiarity with business loan programs and service requirements.

Familiarity with general loan documentation helpful.

Experience Required:

Prior experience helpful, particularly in a financial environment.

Skills/Abilities:

Accurate and attentive to detail

Well organized.

Strong typing abilities.

Ability to assist others.

Able to use computer, adding machine, copy machine, and basicbusiness equipment.

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Talking:

Especially where one must frequently convey detailed or important instructions orideas accurately, loudly, or quickly.

Average Hearing:

Able to hear average or normal conversations and receive ordinary information.

Repetitive Motion:

Movements frequently and regularly required using the wrists, hands, and/orfingers.

Average Visual Abilities:

Average, ordinary, visual acuity necessary to prepare or inspect documents orproducts, or operate machinery.

Physical Strength:

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally(Almost all office jobs.)

WORKING CONDITIONS

None: No hazardous or significantly unpleasant conditions (such as in a typical office).

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

Reasoning Ability:

Ability to apply logical or scientific thinking to define problems, collect dataestablish facts and draw conclusions.

Able to interpret a variety of technical instructions and can deal with multiplevariables.

Mathematics Ability:

Ability to compute discount, interest, profit, and loss; commission markup andselling price; and ratio, proportion, and percentage.

Able to perform very simple algebra.

Language Ability:

Ability to read periodicals, journals, manuals, dictionaries, thesauruses, andencyclopedias.

Ability to prepare business letters, proposals, summaries, and reports usingprescribed format and conforming to all rules of punctuation, grammar, diction, andstyle.

Ability to conduct training, communicates at panel discussions, and make professional presentations.

Hours: Monday - Friday 8:00AM - 5:00PM
40 hours per week.