Lending Support Specialist & Trusted Advisor

Texas Bank and Trust; Frisco (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Texas Bank and Trust in Frisco, TX seeks a Lending Support Associate to assist loan officers, process data for originations and renewals, and coordinate closings and funding.

You will answer calls, gather financial information, prepare loan documents, and ensure timely, accurate service while maintaining confidentiality. This role emphasizes teamwork, initiative, and attention to policy compliance.

Qualifications

• 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.

Responsibilities

• 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 meet customer needs (wire transfers, account transfers, payments, draw requests or any general banking need).

Skills

Customer service

Communication

Multi-tasking

Confidentiality

Loan processing

Tools

Word

Excel

Job description

Texas Bank and Trust in Frisco, TX seeks a Lending Support Associate to assist loan officers, process data for originations and renewals, and coordinate closings and funding.

You will answer calls, gather financial information, prepare loan documents, and ensure timely, accurate service while maintaining confidentiality. This role emphasizes teamwork, initiative, and attention to policy compliance.