Senior Lending Assistant

Prosperity Bank; United States; On-site; USD 42,000 - 66,000; Full time

Job summary

Prosperity Bank is seeking a Senior Lending Assistant for an on-site role in the Dallas–Fort Worth Metroplex. You will support lending officers by preparing and processing loan documents, gathering borrower information, and ensuring files meet bank policies and regulatory requirements.

You will coordinate closings, monitor pipelines, and assist with renewals, modifications, and audits. Strong lending knowledge, attention to detail, and customer service are essential.

Qualifications

• Knowledge of commercial and consumer lending processes and compliance.
• Proficiency with loan origination software and MS Office.
• Excellent customer service and communication skills.
• Strong attention to detail and organization to manage multiple loans.
• Experience in banking environment; senior/lead experience a plus.
• High school diploma required; associate/bachelor's preferred.

Responsibilities

• Prepare and process loan documentation.
• Gather and verify borrower information.
• Coordinate closings with customers, lenders, and third parties.
• Monitor loan pipelines and update systems/records.
• Track collateral and insurance; support renewals and modifications.
• Assist with audits and process improvements in lending.

Skills

Lending knowledge

Customer service

Regulatory compliance

Attention to detail

Data analysis

Communication

Education

High school diploma

Associate/Bachelor degree preferred

Tools

Loan origination software

Microsoft Excel

Microsoft Word

Outlook

Job description

Company Description Prosperity Bank is a community-focused financial institution that emphasizes personal relationships and positive customer experiences. The bank combines convenient, secure technology with knowledgeable associates who provide accurate, friendly service at every interaction. Prosperity Bank offers a full range of personal banking and investment services to consumers and small to medium-sized businesses across Texas and Oklahoma. Founded in 1983, the bank has grown to rank among the top 100 U.S. banks in assets, reflecting its stability and long-term commitment to the communities it serves. Prosperity Bank is a Member FDIC and an Equal Housing Lender.

Role Description The Senior Lending Assistant is a full-time, on-site role based in the Dallas-Fort Worth Metroplex. This role supports lending officers by preparing and processing loan documentation, gathering and verifying borrower information, and ensuring files are complete and compliant with bank policies and regulatory requirements. The Senior Lending Assistant communicates with customers, internal departments, and third parties to coordinate closings, resolve questions, and maintain timely follow-up on loan requests. The position also involves monitoring loan pipelines, updating systems and records, tracking collateral and insurance, and assisting with renewals, modifications, and exception clearing. In addition, the Senior Lending Assistant may help generate reports, support audit requests, and contribute to process improvements within the lending department.

Qualifications

• Strong knowledge of commercial and consumer lending processes, including loan documentation, underwriting support, and regulatory compliance.
• Proficiency with banking systems, loan origination software, and standard office applications (e.g., Microsoft Word, Excel, and Outlook).
• Excellent customer service, interpersonal, and communication skills, with the ability to interact professionally with clients, lenders, and internal teams.
• High attention to detail, accuracy in data entry, and strong organizational skills to manage multiple loans, deadlines, and priorities.
• Ability to analyze financial and credit information, interpret policies and procedures, and identify discrepancies or risk issues.
• Experience in a bank or financial services environment, preferably in a lending or credit support role; prior senior or lead assistant experience is a plus.
• Demonstrated problem-solving skills, sound judgment, and the ability to work both independently and collaboratively in a fast-paced setting.
• High school diploma or equivalent required; associate or bachelor’s degree in business, finance, or a related field is preferred.