Sr Relationship Assistant

Susser Bank; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Susser Bank seeks an experienced Loan Operations professional to oversee the development and maintenance of loan files and to manage document preparation for loan officers. The role includes closing loans, processing renewals, and coordinating with appraisal, title, and compliance teams to ensure accurate, timely loan processing.

The position requires five years of relevant experience and an associate degree or equivalent, with strong skills in Microsoft Office and loan origination software.

Qualifications

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

Responsibilities

• Oversees development and maintenance of loan and credit files and prepares loan documents.
• Provides clerical and customer service support in bank lobby.
• Processes new and renewal documents and real estate file renewals.
• Prepares cost breakdowns for appraisal department and loan setup sheets.
• Delivers and closes loan documents in person with customers.
• Manages loan documents from approval to closing and handles related sign-offs.
• Orders title commitments, appraisals, and credit reports.
• Reviews documents for closing and HMDA as applicable; prepares drafting instructions.
• Handles loan draws or transfers and maintains lender communications.
• Performs audit and vault duties when required and ensures regulatory compliance.

Skills

Leadership

Communication

Analytical

Time management

Attention to detail

Education

Associates Degree or equivalent education and experience

Tools

Microsoft Office

Loan Origination Software

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 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.