Sr Relationship Assistant

Susser-Bank; Plano (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Susser Bank is seeking a detail-oriented professional to manage loan and credit file maintenance, document preparation, and closing support. You will process real estate renewals, set up loan packages, and coordinate with title companies and attorneys to ensure accurate, compliant closings.

The role includes client-facing duties in the lobby, teller tasks, and cross-selling opportunities while maintaining confidentiality and regulatory compliance across all loan activities.

Qualifications

• Associates Degree or equivalent education and experience required.
• Five years of job-related experience required, preferably in the financial industry.
• Experience with loan documentation, closing and maintenance of loan files.
• Proficiency with loan origination software and Microsoft Office.

Responsibilities

• Oversees the development and maintenance of loan and credit files; prepares loan documents for officers.
• Provides clerical and customer service support in the bank lobby.
• Processes new and renewal documents, renewals on real estate files.
• Prepares appraisal and loan setup packets; orders documents and titles.
• Processes and closes loan documents in person with customers.
• Manages loan processing from approval to closing; handles mail and signatures for exceptions.
• Orders title commitments, surveys, appraisals, and reports.
• Prepares HMDA for applicable loans and drafts instructions.
• Handles loan status communications with LO, Compliance, officers, and customers.
• Performs teller duties and supports cross-selling of products.
• Maintains security and confidentiality; adheres to laws and regulations.

Skills

Microsoft Office

Loan Origination Software

Jack Henry

LaserPro

ppdocs.com

Accuracy

Attention to detail

Organizational skills

Analytical skills

Time management

Communication

Leadership

Follow up

Education

Associate 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.
• In dept knowledge of bank products, services, policies, and procedures to successfully assist customers in all aspect of the new account and teller functions.
• Perform teller duties including cash, check and deposit transactions, wire transfers, loan payments, Cashier’s Checks, and balancing cash drawers.
• Knowledge of both customer and business account opening along with the ability to recommend and cross sell products and services.
• Perform audit and vault duties as needed.
• 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.

Susser Bank participates in E-Verify.

Travel Required

No .

Qualifications

Behaviors

Preferred

Team Player : Works well as a member of a group

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Dedicated : Devoted to a task or purpose with loyalty or integrity

Motivations

Preferred

Self-Starter : Inspired to perform without outside help

Growth Opportunities : Inspired to perform well by the chance to take on more responsibility

Goal Completion : Inspired to perform well by the completion of tasks

Education

Preferred

Associates or better.

Experience

Preferred

5 years: Commercial loan documentation, closing and maintenance of loan and credit files.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.