Lending Assistant jobs in United States
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Texas First Bank · 1 day ago

Lending Assistant

Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas, dedicated to helping employees and communities thrive. The Lending Assistant will perform administrative duties for Lending Officers, ensuring compliance and quality of loan documentation for consumer, commercial, and real estate loans.

BankingFinancial Services

Responsibilities

Determine type of loan and provided appropriate application type (i.e. consumer/commercial/real estate)
Take loan applications
Gather supporting information for presentation approval; including but not limited to: financial information, corporate documentation, and credit reports
Pull OFAC, certificate of account status, and UCC searches
Prepare loan officer worksheets and real estate source document
Preparation of loan agreements
Prepare and review loan documents for accuracy
Close and fund loans
Processing of draw requests for revolving line of credits and construction loans
Exception tracking and clearing
Other duties may be assigned

Qualification

MS OfficeBanking experienceMulti-taskingVerbal communicationWritten communicationTeamworkAttention to detailOrganizational skillsTime managementSelf-starter

Required

High school diploma or equivalent
Prior banking experience preferred
MS Office skills, including Word, Excel and Outlook
Excellent verbal and written communication skills
Ability to work independently and within a team environment, with ability to meet deadlines
Attention to detail a must
Strong organizational and time management skills with the ability to prioritize
Must be a self-starter with the ability to multi-task
Sitting extended periods of time; sufficient dexterity of hands/fingers to operate computer keyboard and other office equipment
40 hours workweek; Monday – Friday

Preferred

Prior banking experience preferred

Company

Texas First Bank

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Texas First Bank operates as a community bank.

Funding

Current Stage
Growth Stage

Leadership Team

C
Chris Doyle
President/CEO
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Lincoln C. McKinnon
Chief Operating Officer
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Company data provided by crunchbase