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PlainsCapital Bank · 4 hours ago

Lending Assistant III

Granbury, TX

Full-time

Onsite

Senior Level

5+ years exp

PlainsCapital Bank is a financial institution that emphasizes relationship banking and has a strong presence in Texas. The Lending Assistant III role involves providing administrative support to loan officers, servicing clients, and managing various loan-related activities in a professional environment.

BankingFinancial Services

Responsibilities

Monitors and reports on loan payments, payments that are past dues, overdrawn accounts, and NSF’s on a daily basis

Prepares, indexes, and maintains customer files and documents

Handles customer needs including inquiries, debit/credit accounts, and wire transfers

Updates/Prints loan volumes on a monthly basis

Prepares loan memos and correspondence

Obtains collateral documents to be utilized as security on loans. Delivers completed collateral packages to collateral department and assists collateral department in correcting ongoing collateral deficiencies. Works with the Loan Officers in approving the release, substitution or collateral in accordance with loan policy

Releases collateral on paid-off loans

Assists with Working Exceptions and Elimination of Same

Sets up and coordinates meetings and makes travel arrangements

Assists Credit Analysts with the completion of loan documents and proofs the loan documents for signatures

Coordinates and posts inspections on a weekly basis

Types checks for FBO accounts and publishes on a weekly basis

Prepares expense account reimbursement forms as necessary

Works with Loan Analysis Department in developing analytical work-ups on credits

General office support including; receptionist relief, notarizing documents, ordering supplies and fax/copy/scan duties

Qualification

Lending operations knowledgeMicrosoft Office proficiencyAnalytical skillsTime managementMulti-tasking abilityInterpersonal communicationOrganizational skillsProblem-solving skills

Required

High school diploma, general education degree (GED) or equivalent required

5 to 7 years of experience in related field of expertise

Excellent verbal, written and interpersonal communication skills

Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system

Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment