Commercial Lending Assistant II - Kirby

Commercial Lending Assistant II - Kirby Stellar Bank - 3.5 Houston, TX Job Details Full-time 11 hours ago Benefits Travel reimbursement Disability insurance Health insurance Dental insurance Tuition reimbursement Vision insurance 401(k) matching Qualifications Commercial banking expertise Customer communication Document review (document control) Writing skills Basic math Regulatory compliance Process improvement Mid-level Administrative experience High school diploma or GED Loan application intake Economic sanctions regulations Anti-Money Laundering (AML) compliance (compliance procedures implemented) Coordination (loan closing) Organizational skills Order placement Typing Associate's degree Escalation handling Communication skills Under 1 year Full Job Description Research shows that individuals from historically underrepresented groups may hesitate to apply for roles unless they meet every listed requirement. If you believe your skills, knowledge, and experience align with the role, even if they don't exactly match the listed qualifications, we encourage you to apply. Your unique talents may be exactly what we're looking for. Open to anyone residing in Texas. The Commercial Lending Assistant II supports commercial lenders by managing documentation, application input, and coordination of loan processing activities. This role works with moderate oversight and is responsible for ensuring timely and accurate completion of tasks through loan closing.

ESSENTIAL DUTIES AND RESPONSIBILITIES 1.

Documentation & Application Management:

Independently gather and verify documentation from borrowers and third parties. Input and review loan application data for accuracy. Assemble loan packages and prepare transmittals for lender review. 2.

Process Coordination:

Place and track orders for title, appraisals, and related services. Coordinate all activities through the request for documents stage. Schedule and facilitate loan closings and funding coordination. 3.

Communication & Compliance:

Prepare and deliver denial communications as needed. Maintain compliance with internal policies and regulatory requirements. Communicate proactively with lenders, clients, and team members. Identify and escalate issues to senior staff as appropriate. Contribute to process improvements and team initiatives. Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training.

SECONDARY DUTIES

The position performs duties specific to the position and other functions as assigned by management.

SUPERVISORY RESPONSIBILITY

This position is not responsible for the supervision of staff.

ENVIRONMENT AND PHYSICAL ACTIVITY

The incumbent is in a non-confined office setting in which they are free to move about at will. In the course of performing the duties and responsibilities of this position spends time writing, speaking, listening, lifting (up to 25 pounds), sitting, typing on a computer keyboard, and standing, kneeling and reaching. The incumbent for this position may operate any or all of the following: telephone, copy and fax machine, adding machine, computer and related printers. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The incumbent in this position must be able to read documents or instruments, detailed work, problem solving, customer contact, reasoning, math, verbal and written communication, analytical reasoning, multiple tasks with constant interruptions.

MINIMUM REQUIREMENTS

These specifications are guidelines based on the minimum experience required to perform the essential functions of the job. Individual abilities may result in some deviation from these guidelines: High school diploma or equivalent required; associate's degree preferred. 0-2 years of experience in banking, lending, or administrative support. Basic knowledge of commercial lending processes. Strong attention to detail and organizational skills. Effective written and verbal communication skills.

Stellar Benefits:

We believe that empowering people goes far beyond the workplace. That's why we've designed our benefits to help foster your health and prosperity, so you can best support yourself, your loved ones and your communities Health Care Coverage, no waiting period Dental/Vision STD/LTD Annual Performance Bonus Eligible 401K with company match Paid Vacation Volunteer days Travel Stipend Tuition Assistance And More What it Means to

Be Stellar:

Stellar Bank came to be in 2023, when Allegiance Bank and CommunityBank of Texas joined forces. What emerged was a financial institution like no other. Stellar bankers set the standard for responsive, relationship-based community banking. We have the resources, dedication and personal focus to out-bank the big banks and out-service the small banks. Our customers see us as a vital part of the team. We are their financial experts who go above and beyond to help them form a plan and get it done Join Stellar Bank and, yes, you'll be providing outstanding banking. But you'll be achieving something much greater. At Stellar, we empower people to thrive. This is our purpose. This would be your purpose. Here you'd be part of a supportive culture where relationships bond, individuals grow, communities prosper and careers flourish. You can make a difference at Stellar - for yourself and for everyone around you. Stellar Bank does not discriminate on the basis of race, color, religion, national origin, sex, disability, familial status or any other characteristic protected by applicable federal, state, or local laws, regulations and ordinances.