Sr Relationship Assistant

Susser Bank; Dallas (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Susser Bank in Dallas, TX seeks an experienced Loan Document Specialist to oversee loan files, coordinate with loan officers, and ensure compliance with state and federal regulations. You will prepare and review loan documents, order appraisals and title work, and maintain accurate records in a fast-paced banking environment.

The role involves ordering HUDs, appraisals, and title commitments, communicating loan status to lenders and customers, and ensuring timely closing of loans while

Qualifications

• Associates Degree or equivalent education and experience required.
• Five years of job-related experience required in the financial industry preferred.
• Proficiency with loan origination software and document preparation tools.

Responsibilities

• Oversees development and maintenance of loan and credit files; prepares loan documents for loan officers.
• Provides clerical and customer service support to the bank lobby.
• Processes new and renewal documents; handles real estate file renewals.
• Prepares plans/cost breakdowns for appraisal department and loan setup sheets.

Skills

Detail-oriented

Verbal & written communication

Time management

Leadership

Customer service

Education

Associates Degree or equivalent

Tools

Jack Henry

LaserPro

ppdocs.com

Job description

This position ensures that applicable bank lending policies and practices, as well as state and federal regulations are being followed.

Primary Duties and Responsibilities

• Oversees the development and maintenance of loan and credit files. Prepares various loan documents for loan officers ensuring completeness, accuracy, and timeliness.
• Provides clerical and customer service support to the bank lobby.
• Processes and follows up on new and renewal documents, processes renewals on real estate files.
• Prepares packets that include plans/cost breakdown for the appraisal department. Prepares the loan set up sheet.
• Processes and closes loan documents in person with customer.
• Processes loans from approval to closing. Sends out new and renewal documents; sends certified mail. Obtains signatures for approvals of various exceptions.
• Order loan documents through commercial attorney. Orders Title Commitments, Flood Certificates, Appraisals, Title Binder Extensions, UCC searches and Credit Reports
• Approves HUD's for closing, requests Plans and Cost Breakdown sheets for interims.
• Processes customer requests or inquiries including loan draws or transfers.
• Reviews and approves documents before they are sent to close, checks on pending loans for Title Commitment and Appraisals. Prepares additional security agreements for collateralized loans; prepares HMDA on applicable loans. Prepares drafting instructions or sends off cashier’s check for vehicle loans.
• Places Red Flag verifications on all new loans. Sends out denial and withdrawal letters, as necessary.
• Communicates loan status with the Loan Origination Department, Compliance Department, Loan Officers, and Customers.
• Performs duties in compliance with applicable laws and regulations.
• Maintains the security and confidentiality of pertinent information and records.
• Maintains current and up-to-date knowledge and continues professional development through training as applicable.
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

Education and Experience Required

• Associates Degree or equivalent education and experience required.
• Five years of job-related experience required, preferably in the financial industry.

Skills and Abilities Required

• Job Knowledge/Technical Knowledge: Computer (Microsoft Office, Loan Origination Software, Jack Henry, LaserPro), ppdocs.com.
• Accuracy, attention to details, organizational skills.
• Analytical skills, problem solving, good time management and excellent follow up skills. Responsive to requests and timely completion of tasks.
• Strong verbal and written communication with all levels.
• Strong leadership and decision making.
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.