Trusted Lending Support Specialist

Financial Staffing LLC; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Financial Staffing LLC in Dallas is seeking a detail-oriented Lending Support specialist to assist loan officers, process data for originated and renewed loans, and coordinate closings and funding.

You will handle phone inquiries, liaise with bank staff and customers, and uphold confidentiality while delivering accurate, responsive service.

Ideal candidates have banking experience, strong computer skills (Word/Excel), and a commitment to trusted advisor-level customer care.

Qualifications

• High School diploma or GED with relevant banking experience.
• Three years banking experience or equivalent; lending experience preferred.
• Proficient in Word and Excel; strong office skills.
• Good command of loan documentation and credit related processes, including vehicle title transactions.
• Ability to prioritize and multi-task.
• Ability to pass and maintain satisfactory results for Trusted Advisor Certification
• Ability to maintain customer confidentiality
• Knowledge of basic math calculations
• Ability to read and understand regulations, policies and procedures; communicates clearly.

Responsibilities

• Provide lending support to the loan officers within the department.
• Answer telephones in a teamwork environment; relay messages and handle inquiries independently when possible.
• Take loan applications; gather information for loan requests; pull credit reports; prepare information for loan officers.
• 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 and conduct closings; accomplish post-closing funding and documentation tasks.
• Perform daily tasks with urgency to meet customer needs (wire transfers, account transfers, payments, draw requests).

Skills

Word

Excel

Loan documentation

Credit processes

Multitasking

Education

High school diploma or GED

Job description

Financial Staffing LLC in Dallas is seeking a detail-oriented Lending Support specialist to assist loan officers, process data for originated and renewed loans, and coordinate closings and funding.

You will handle phone inquiries, liaise with bank staff and customers, and uphold confidentiality while delivering accurate, responsive service.

Ideal candidates have banking experience, strong computer skills (Word/Excel), and a commitment to trusted advisor-level customer care.