Lending Assistant I

First Financial Bank; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

First Financial Bank in Orange, Texas, seeks an administrative professional to support senior loan officers in commercial and consumer lending. You will assist customers with loan applications, draft documents for review, and coordinate with loan processors to finalize closings.

The role requires strong customer relations, accuracy and confidentiality in a fast-paced environment, with proficiency in grammar and written/verbal communication.

Qualifications

• High school graduate with at least 3 years of secretarial/administrative experience.
• Loan applications experience preferred.
• Strong customer relations, accuracy, flexibility, reliability, initiative and confidentiality in a fast-paced environment.
• Proficient in grammar, punctuation, and written and verbal communication.

Responsibilities

• Assist customers with loan applications and prepare documents for lending officers’ review.
• Provide administrative support for senior loan officers (commercial/consumer loans).
• Coordinate with loan processors to complete and return closing documents.
• Answer phones, greet customers, file, type, and support special projects.
• Support the Customer Service First sales and service culture and company policies.

Skills

Customer relations

Communication

Multitasking

Attention to detail

Grammar and editing

Education

High school diploma

Tools

Word processing

Spreadsheets

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.

Job Description:

Office Location: Orange, 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.

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)

What Makes Us Unique?

You. Since 1890, First Financial has been serving the financial needs of customers in every neighborhood, just like yours. Not just through good times, but during difficult years too. We survived the Great Depression, the collapse of the Texas economy in the 1980s, and the Great Recession. Throughout it all, we remain a place of stability and trust for our customers. While other banks have come and gone, First Financial continues to grow through acquisitions, new branches, and the expansion of our services. It goes without saying, First Financial is not your everyday bank. Our “One Bank, Multiple Regions” concept combines the best of “Big Bank” customer benefits with the local decision making and involvement of a community bank. The Company includes multiple banking regions with 79 convenient locations throughout Texas, and we offer convenient banking options with a local, personal touch. And because we’re one bank, you can visit any of our locations and receive the same friendly service. Much of our success comes from the lifelong relationships we’ve built with people just like you. Providing excellent customer service and education is the focus of everything we do. Our customer education includes training to understand how to improve credit, apply for a home loan, and utilize our products and services. Every day we’re here to help you make sound financial decisions. And don’t be surprised if you step through the door and see a familiar face. Many of our employees are leaders in the community. After all, being involved with the community is an important part of who we are. Discover for yourself how at First Financial, it’s You First.