Lending Support Specialist: Trusted Advisor

Texas Bank and Trust; Flower Mound (TX); Híbrido; USD 42 000 - 54 000; Tempo integral

Resumo da oferta

Texas Bank and Trust is seeking a detail‑oriented banking professional to provide lending support and customer service within the loan department. You will process loan data, assist with applications, gather financial information, and coordinate closings to ensure timely funding.

The role emphasizes accuracy, confidentiality, and teamwork, with opportunities to advance through Trusted Advisor certification and ongoing training.

Qualificações

• High School diploma or GED with relevant experience.
• Three years banking experience or equivalent; lending experience preferred.
• Proficient in computer (Word and Excel) and general office skills.
• Good command of loan documentation and credit related processes, including vehicle title transactions.
• Ability to prioritize and multi-task.
• Ability to make decisions and exercise initiative to meet customer needs.
• Good oral and written communication skills
• Ability to pass and maintain satisfactory results for Trusted Advisor Certification
• Ability to maintain customer confidentiality
• Knowledge of basic math calculations
• Ability to read and understand regulations, policies and procedures; uses grammatically correct and clear oral and written communication
• Ability to work in a fast-paced environment and to work well within team environment presenting a positive customer service demeanor and attitude
• Must comply with all bank policies and procedures that are job related and/or consistent with business necessity.

Responsabilidades

• Provides lending support to the loan officers within the department.
• Answer telephones in a teamwork environment, relay messages and handle inquiries or problems independently whenever possible.
• Take loan applications, gather information for loan request, pull a credit report and prepare information for loan officer to review.
• Prepare worksheets for new and renewal loans; monitor coming due loans.
• Process data input for consumer and commercial non-real estate loans in the loan software.
• Organize final loan documents, set and conduct closings, accomplish post-closing funding and documentation tasks.
• Perform daily tasks with a sense of urgency to focus on meeting the needs of our customer, i.e. wire transfers, account transfers, payments, draw requests or any general banking need.
• Specific loan officer proxy to approve loans with loan officer approval within guidelines of loan policy and loan officer lending limits.
• Assist loan officer in gathering financial information from customer.
• Assist loan officer with overdrafts and past due loan payments.
• Approve checks and deposits when the tellers call.
• Complete Adverse Action Notices on loan declines.
• Clear and work exception lists per loan officer request.
• Notary services for customers.
• Other duties as requested by their supervisor or other management representatives of the bank.

Conhecimentos

Communication skills

Multitasking

Confidentiality

Math skills

Formação académica

High School diploma or GED

Ferramentas

Word

Excel

Descrição da oferta de emprego

Texas Bank and Trust is seeking a detail‑oriented banking professional to provide lending support and customer service within the loan department. You will process loan data, assist with applications, gather financial information, and coordinate closings to ensure timely funding.

The role emphasizes accuracy, confidentiality, and teamwork, with opportunities to advance through Trusted Advisor certification and ongoing training.