Lending Support Specialist — Trusted Advisor to Clients

Texas Bank and Trust; Longview (TX); Hybrid; USD 35,000 - 52,000; Full time

Job summary

Texas Bank and Trust in Longview, TX is seeking a Lending Support Clerk to assist loan officers in processing loan applications, gathering documentation, pulling credit reports, and coordinating closings. You will handle telephone inquiries and maintain confidentiality while delivering trusted-advisor level service in a fast-paced banking environment.

The role requires a High School diploma or GED, 3 years of banking experience, and proficiency in Word and Excel.

Qualifications

• High School diploma or GED with relevant experience.
• Three years banking experience or equivalent; lending experience preferred.
• Proficient in Word and Excel.
• Good command of loan documentation and credit-related processes.
• Ability to prioritize and multi-task.
• Ability to make decisions and exercise initiative to meet customer needs.
• Good oral and written communication skills and ability to pass Trusted Advisor Certification.

Responsibilities

• Provide lending support to 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 requests, pull a credit report and prepare information for loan officer 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 closings, accomplish post-closing funding and documentation tasks.
• Perform daily tasks to meet customer needs, e.g., wire transfers, account transfers, payments, draw requests.
• Notary services for customers.
• Other duties as requested by supervisor or management.

Skills

Word & Excel proficiency

Loan documentation

Prioritization & multi-tasking

Decision making

Oral & written communication

Trusted Advisor Certification

Customer confidentiality

Math calculations

Teamwork & collaboration

Education

High School diploma or GED

Tools

Word

Excel

Job description

Texas Bank and Trust in Longview, TX is seeking a Lending Support Clerk to assist loan officers in processing loan applications, gathering documentation, pulling credit reports, and coordinating closings. You will handle telephone inquiries and maintain confidentiality while delivering trusted-advisor level service in a fast-paced banking environment.

The role requires a High School diploma or GED, 3 years of banking experience, and proficiency in Word and Excel.