Loan Assistant

Job Title:

Lending Assistant Department:

Lending Reports to:

Loan Officer Location:

Tyler, TX FSLA Status:

Non-Exempt |

Full-Time Supervises:

None Lending Assistant The position of Lending Assistant is responsible for providing administrative support to the Loan Officers. This person is responsible for gathering and compiling data, collecting loan files for internal staff, scans and copies materials, maintains files, issues correspondence, process loan files and promotes business for the Bank by maintaining excellent customer relations. This position requires compliance with all Bank policies and procedures and with all applicable state and federal banking regulations.

Essential Duties, Responsibilities & Accountabilities:

Performs professional administrative support in greeting customers, answering telephones, taking messages and providing information related to loan status, payoff, balances, etc. Accurately and efficiently supports the lending function by preparing loan worksheets and ordering required documentation, such as credit reports, title and lien searches, surveys and title insurance commitments. Collects loan files for staff members. May run credit reports and assist in scanning documents. Assembles loan proposal packets for lending officer's submission to loan committee. Prepares letters, memos and reports. Process new and renewed loans to include talking with customers, orderings documents, meeting with customers to close the loan, funding loan, collecting related fees and recording related collateral documents. Reviews documentation to ensure accuracy of loan transactions. At officer direction, reviews and determines appropriate action related to insufficient funds items, immediate credit decisions and check cashing approval. Records collateral and financial information to promptly clear exceptions.

Required Skills:

Strong knowledge of consumer, commercial, and real estate loan documentation Knowledge of related state and federal banking compliance regulations and Bank lending policies and procedures Proficient in the use of PC software including Microsoft Office Suite Strong organizational skills and effective time management Ability to work independently with limited supervision Excellent oral, written communication and presentation skills Detail oriented Ability to multitask Strong analytical skills Ability to assume additional tasks and responsibility as assigned by management

Desired Skills:

Minimum of 2 years working experience as a Lending Assistant Experience loan processing Experience working with Laserpro Experience working with

FISERV Navigator & Director Education/Certifications:

Bachelor's Degree Desired Job Type:

Full-time Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Physical Setting:

Office Experience:

Loan processing: 2 years (Preferred)

Banking:

1 year (Preferred)

Work Location:

In person