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Stellar Bank · 5 months ago

Lending Assistant - West Belt

8727 W Sam Houston Pkwy N, Houston, TX 77064, USA

Full-time

Onsite

Entry Level

1+ years exp

Stellar Bank is a newly formed financial institution that focuses on responsive, relationship-based community banking. The Lending Assistant role involves providing clerical and administrative support to Commercial Lenders, assisting customers with various banking needs, and ensuring compliance with bank policies.

BankingFinancial ServicesPersonal Finance

Responsibilities

Serves a first or second point of contact for existing customers

Manage Customer Due Diligence Questionnaire (“CDDQ”) request on deposit accounts

Assist with monitoring & managing exceptions as directed by Lender

Order appraisals and internal evaluations/reviews and assist with any loan related reviews

Assist with application and data entry for Sageworks directed by the Lender

Coordinate loan completion through booking and funding the entire time through Sageworks in conjunction with Credit Analyst

Daily cut list for NSFs, transfers and exception items such as Positive Pay

Manage transfers and customer inquiries

Oversight to handle wire request

Complete beneficial ownership forms

Coordinate auto debit payments

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

Qualification

Lending Assistant experienceCustomer serviceMicrosoft OfficeLoan documentationAttention to detailCommunication skillsTeamworkTime managementOrganizational skills

Required

High school diploma or its equivalent; College Degree preferred

Minimum 1-2 years Lending Assistant experience, Commercial, Real Estate and working capital Line of Credit loan documentation including processing, closing, perfecting liens, etc

Customer service oriented; polite and professional

Good communications skill for effective interactions with clients

Proficiently communicate with branch personnel, loan officers, commercial lending staff, attorneys, etc

Detailed oriented with ability to multi-task

Must be self-motivated and also work in a team environment

Requires a high-energy level and strong sense of urgency

High level of customer relation and interpersonal skills (verbal and written), tact and integrity

Proficiency in typing, PC, Microsoft Office, and ability to operate standard office equipment

Excellent organizational, multi-tasking skills and ability to work with frequent interruptions

Good time management skills, task orientation, attention to detail, and ability to work independently

Must be able to process information quickly while maintaining quality