Southside Bank · 17 hours ago
Loan Admin Assistant I
Lufkin, TX
Full-time
Onsite
New Grad, Entry Level
0+ years expSouthside Bank is seeking a Loan Admin Assistant I to provide detailed administrative support for Commercial Relationship Managers. The role involves assisting in the preparation of loan documentation, managing loan portfolios, and ensuring compliance with banking regulations.
BankingFinanceFinancial Services
Responsibilities
Assists Commercial Relationship Managers in the gathering and preparation of pre-closing documents and other communications necessary to compile and submit a loan package
Coordinates and manages the collection of and completion of documentation for the closing and funding of commercial loans
Assists Commercial Relationship Managers in managing past due and maturing loans
Reviews and prepares draw requests from customers and processes for approval of the Commercial Relationship Manager
Actively manages the Commercial Relationship Manager’s loan portfolio to ensure collateral exceptions are cleared and financial reporting requirements of commercial relationships are met
Provides assistance with service requests from customers, facilitates customer transactions, and responds to customer inquiries
Supports Commercial Relationship Managers with inquiries on loan and deposit accounts
Performs administrative tasks for Commercial Relationship Manager, as assigned
Maintains confidentiality of all sensitive Bank information
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees
Participates in proactive team efforts to achieve departmental and company goals
Understands and agrees to abide by the policies and procedures established at Southside Bank
Responsible for complying with audit policies and procedures as they pertain to this position
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Must comply with all applicable laws and regulations
Operates within division or department policy guidelines using independent judgment in achieving assigned objectives
Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources
Performs additional duties as assigned or directed
Qualification
Required
High School diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc
Prioritize, organize, and delegate assignments
Manual dexterity sufficient to reach/handle items and work with fingers
Must be able to remain in a stationary position 90% of the time
The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone
The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing
Benefits
Medical, Prescription Drugs, Dental, and Vision Insurance
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
401(k) with a Match
Basic, Voluntary, and Dependent Life Insurance
Paid Time Off
Paid Bank Holidays
Workplace Wellness Programs
Employee Assistance Programs
Tuition Reimbursement
Company
Southside Bank
Southside Bancshares is a banking company that specializes in personal banking, business banking, mortgage, and equity lending.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2020-11-18Post Ipo Debt· $100M
1998-05-20IPO
Leadership Team
Keith Donahoe
Chief Executive Officer
Recent News
2026-01-16
Southside Bancshares, Inc.
2025-11-07
Southside Bancshares, Inc.
2025-10-24
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