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Prosperity Bank · 16 hours ago

Lending Assistant- Victoria Main

VICTORIA MAIN, Victoria, TX, US

Full-time

Onsite

New Grad, Entry Level

Prosperity Bank is a financial institution seeking a Lending Assistant to provide clerical support for commercial lending activities. The role involves preparing documents, processing loan payments, and maintaining business files while ensuring high-quality service to customers.

BankingFinancial Services

Responsibilities

Assumes responsibility for the effective performance of assigned clerical, and account processing functions

Makes transfers for businesses

Processes loan payments and tracks insurance on business loans

Monitors disbursements on construction and development loans

Types a variety of documents, records, and reports

Maintains, organizes, and updates business files

Makes address changes as needed

Opens, sorts, and distributes mail

Monitors needs of New Accounts and provides back up as necessary

Assumes responsibility for establishing and maintaining effective business relations with customers

Assists with questions and problems courteously and promptly

Obtains and conveys information as needed

Maintains the Bank’s professional reputation

Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management

Assists, supports, and replaces Commercial Lending personnel as needed

Obtains and conveys information as needed

Attends and participates in meetings as required

Assumes responsibility for related duties as required as assigned

Assist in preparing loan documents

Ensure that work area is clean, secure, and will maintained

Completes special projects as assigned

Qualification

Business loan programsGeneral loan documentationTyping abilitiesAttention to detailOrganizational skillsCustomer serviceBasic business equipmentCommunication skills

Required

High School graduate or equivalent

Familiarity with business loan programs and service requirements

Familiarity with general loan documentation helpful

Prior experience helpful, particularly in a financial environment

Accurate and attentive to detail

Well organized

Strong typing abilities

Ability to assist others

Able to use computer, adding machine, copy machine, and basic business equipment

Ability to apply logical or scientific thinking to define problems, collect data, establish facts and draw conclusions

Able to interpret a variety of technical instructions and can deal with multiple variables

Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage

Able to perform very simple algebra

Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias

Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style

Ability to conduct training, communicates at panel discussions, and make professional presentations