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Commercial Lending Assistant

Job

Harmony Bank

Dallas, TX (In Person)

Full-Time

Posted 2 weeks ago (Updated 2 weeks ago) • Actively hiring

Expires 7/12/2026

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Job Description

Commercial Lending Assistant Job Summary:
We're looking for a detail-oriented, organized Commercial Lending Assistant to support our Commercial Lending Officer. In this role, you'll help keep things running smoothly by preparing loan forms and packages, organizing files, and staying on top of day-to-day tasks.
What You'll Be Doing:
Work side-by-side with loan officers to keep loans moving. Put together loan approval forms for loan operations, committees, and the Board. Create loan packages for the loan operations team to prep documents. Order title work and closing statements when needed. Coordinate with insurance companies to make sure collateral coverage is in place. Track and clear exceptions by sending proper documentation to loan operations. Communicate directly with borrowers to keep them updated. Handle draw requests—review, prepare, and send them over for payment. Order inspections on draw requests when required. Keep the loan officer's calendar on track—schedule meetings and organize appointments. Jump in to help with other projects and tasks as needed.
What We're Looking For:
Strong communication skills—you're comfortable writing emails, talking on the phone, and meeting face-to-face. Confident with Microsoft Office (Word, Excel, PowerPoint). Familiar with commercial real estate loans and documentation (C&I and consumer loans too). Knowledge of business entity requirements, CIP documentation, Title Policies, and UCC filing requirements. Highly organized with solid problem-solving and time management skills. Able to work well independently but also enjoy being part of a team. Flexible and ready to adapt when things change.
Education & Experience:
Associate's degree preferred. At least 2 years of experience in an administrative role (or a mix of education and experience). 2+ years working with commercial loan processing. Why Harmony Bank? We're an equal opportunity employer. We believe in creating an inclusive environment where all qualified candidates are considered, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Job Type:
Full-time Benefits:
401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Vision insurance
Work Location:
In person