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Texas Regional Bank · 4 months ago

Lending Assistant - Denton, TX

Denton, TX

Full-time

Onsite

Entry Level

2+ years exp

Texas Regional Bank is seeking a Lending Assistant to support the Lending Team in various administrative and customer service tasks related to loan management. The role involves managing existing loan relationships, assisting with new loan opportunities, and ensuring accurate servicing of the Bank's loan portfolio through various stages such as pre-approval and closing.

FinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Support the Lending Team in managing existing loan relationships and new loan opportunities

Perform administrative tasks that can include but are not limited to: pulling credit reports, collecting financial information, preparing loan related document and packages, ensuring accuracy and completeness of loan packages, gathering information on existing loan relationships and booking/closing loans

Perform customer service duties that may include identifying, researching and resolving customers’ questions and issues regarding deposits, fund transfers, loan advances, loan pay downs, payoffs, etc

Identify and order documentation required to process loan requests

Track and ensure receipt of appropriate documents and reports

Prepare and maintain loan transaction files and assist in maintaining customer credit files

Ensure completeness and accuracy of credit and transaction files

Coordinate account maintenance with the Loan Servicing department

Manage compliance reporting and maintain customer and prospect database

Assist loan officers in addressing customer inquiries and servicing requests

Perform additional duties as requested or assigned

Support and promote the Bank’s Vision, Mission and Core Values, organizational structure and policies and procedures

Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects

Comply with federal and state regulations as well as all established Bank policies and procedures

Perform other duties as assigned

Qualification

Microsoft ExcelMicrosoft WordOrganizational skillsCommunication skillsProblem-solving skillsInterpersonal skillsAttention to detailDecision-making skills

Required

High School Diploma or G.E.D. is required

Minimum of two (2) years in a secretarial/support role

Needs strong Microsoft Excel/Word skills, effective organizational and follow-up skills

Must be able to use sound judgment when identifying and solving problems

Excellent organizational, interpersonal and communication skills are required for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community

Must have excellent analysis, observation and decision-making skills

Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned

Should be able to work under high pressure situations while remaining calm and composed

Attention to detail and a high degree of mental concentration are required

Flexibility, professionalism, ability to perform a variety of tasks with multiple interruptions is essential

Must be physically present in the Bank to perform the job duties