Lending Assistant I

First Financial Bank Texas; Southlake (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

First Financial Bank Texas is looking for an individual to provide administrative support to loan officers in Southlake, Texas. The role involves assisting clients during the loan application process, ensuring accuracy in documentation, and delivering exceptional customer service.

The ideal candidate should have a high school diploma and three years of administrative experience, preferably within a commercial or personal loan context.

Strong communication skills and the ability to perform well under pressure are essential to succeed in this dynamic environment.

Qualifications

• Requires at least three years of secretarial/administrative experience.
• Experience in commercial or personal loans preferred.
• Proficiency in grammar and written communication is essential.

Responsibilities

• Perform administrative duties for Sr. loan officers.
• Assist customers with the loan application process.
• Coordinate with loan processors for documentation.

Skills

Customer relations

Communication

Mathematical knowledge

Flexibility

Reliability

Confidentiality

Word processing

Education

High school graduate

Tools

Spreadsheet software

Job description

Job Description

We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

Office Location

Southlake, Texas, United States

Scope/Contacts

The incumbent has frequent contact with customers and other department employees in person, by telephone and email. It is important that the incumbent function efficiently under deadlines while maintaining a professional and mature demeanor. The incumbent will be required to assist customers with the loan application process and prepare applications etc for the lending officers’ review. Once the loan has been approved the incumbent will be responsible for coordinating with the loan processors to complete and return the documentation for closing in a timely manner.

Essential Functions

• Perform administrative duties for one or more Sr. level loan officers engaged in commercial/consumer loans.
• Type, file, answer phone, greets and assists customers and prospective customers.
• The incumbent will also be required to assist customers with the loan application process and prepare applications etc. for the lending officers’ review.
• Once the loan has been approved, the incumbent will be responsible for coordinating with the loan processors to complete and return the documentation for closing in a timely manner.
• Handle special projects as assigned.
• Must actively participate in Customer Service First sales and service culture, support the values of the organization and follow established company policies and procedures.

Minimum Qualifications

• Requires mathematical and general business knowledge normally acquired by high school graduate and at least three years secretarial/administrative experience, commercial or personal loan experience preferred.
• Qualities most important to this position are good customer relations and communications, accuracy, flexibility, reliability, initiative, confidentiality, and ability to handle multiple tasks at a time and work in fast paced, stressful environment.
• Word processing and spreadsheet software experience required.
• Must be proficient in grammar, punctuation, written and verbal communication skills.
• Customer relations skills and professional demeanor is extremely important.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)