Susser Bank · 17 hours ago
Relationship Assistant
San Antonio, Texas, United States
Full-time
Onsite
New Grad, Entry LevelSusser Bank is a financial institution seeking a Relationship Assistant to provide administrative and lending support to their lending personnel. The role involves processing loan documents, answering customer inquiries, and ensuring compliance with bank policies and regulations.
BankingCommercialFinancial Services
Responsibilities
Oversees the development and maintenance of loan and credit files
Prepares various loan documents for Bankers ensuring completeness, accuracy, and timeliness
Processes and follows up on new and renewal documents, processes renewals on real estate files
Prepares packets that include plans/cost breakdown for the appraisal department
Processes and closes loan documents in person with customer
Prepares the loan set up sheet
Order loan documents through commercial attorney
Processes loans from approval to closing
Answers NSF’s and tracks financial exceptions
Sends out new and renewal documents
Obtains signatures for approvals of various exceptions
Attends loan assistant meetings
Orders Title Commitments, Flood Certificates, Appraisals, Title Binder Extensions, UCC searches and Credit Reports
Approves HUD's for closing, requests Plans and Cost Breakdown sheets for interims
Processes customer requests or inquiries including loan draws or transfers
Places Red Flag verifications on all consumer loans
Communicates loan status with the Loan Origination Department, Compliance Department, Banker, and Customers
Works directly with branch staff to coordinate and facilitate account opening needs, ensuring timely and accurate completion of all clients onboarding documentation
Understands and agrees to abide by the policies and procedures established by Susser Bank
Performs duties in compliance with applicable laws and regulations
Maintains the security and confidentiality of pertinent information and records
Maintains current and up-to-date knowledge and continues professional development through training as applicable
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct
Performs additional duties as assigned or directed
Qualification
Required
Provides administrative and lending support to the lending personnel within the bank
Responsible for processing loan documents including set-up and maintenance
Answers telephones, greet customers or guests, closes loans with customers with officer approval, and performs general support duties
Oversees the development and maintenance of loan and credit files
Prepares various loan documents for Bankers ensuring completeness, accuracy, and timeliness
Processes and follows up on new and renewal documents, processes renewals on real estate files
Prepares packets that include plans/cost breakdown for the appraisal department
Processes and closes loan documents in person with customer
Prepares the loan set up sheet
Order loan documents through commercial attorney
Processes loans from approval to closing
Answers NSF's and tracks financial exceptions
Sends out new and renewal documents
Obtains signatures for approvals of various exceptions
Attends loan assistant meetings
Orders Title Commitments, Flood Certificates, Appraisals, Title Binder Extensions, UCC searches and Credit Reports
Approves HUD's for closing, requests Plans and Cost Breakdown sheets for interims
Processes customer requests or inquiries including loan draws or transfers
Places Red Flag verifications on all consumer loans
Communicates loan status with the Loan Origination Department, Compliance Department, Banker, and Customers
Works directly with branch staff to coordinate and facilitate account opening needs, ensuring timely and accurate completion of all clients onboarding documentation
Understands and agrees to abide by the policies and procedures established by Susser Bank
Performs duties in compliance with applicable laws and regulations
Maintains the security and confidentiality of pertinent information and records
Maintains current and up-to-date knowledge and continues professional development through training as applicable
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct
Performs additional duties as assigned or directed
Associate degree or equivalent education and experience required
Job Knowledge/Technical Knowledge: Computer (Microsoft Office, Loan Origination Software, Jack Henry, LaserPro), ppdocs.com
Accuracy, attention to details, organizational skills
Analytical skills, problem solving, good time management
Strong verbal and written communication skills
Cooperation/Teamwork
Preferred
Previous job related and customer service experience in a financial institution preferred
Company
Susser Bank
Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions.
Founded in 1959
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.8M2017-04-17Seed· $0.8M
Leadership Team
Sam L. Susser
Chairman and CEO
Julie Anderson
Chief Financial Officer
Company data provided by crunchbase