Commercial Lending Assistant
American National bank of Texas, Frisco, TX, United States
Overview
The
Commercial Lending Assistant
is responsible for various customer service, relationship management, and operational tasks while acting as a bank advocate and advisor to the client. This position serves as the primary point person of service for commercial clients and helps relationship manager maximize the sales opportunity. Responsibilities
Supports Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios. Prepares and processes loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants. Reviews loan documentation and gathers necessary documents required to close commercial loans. Reviews documentation and proofs to ensure there are no errors in documents and all required terms are accurate. Clears all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio. Manages past due commercial loan accounts and resolves customer account issues. Assists customers with banking needs by coordinating with other banking departments to support the customer's need to open accounts, transfer funds, process wires, etc. Requirements
High School Diploma or equivalent. Minimum of 7 years Commercial Banking experience. Skills
Working knowledge of Microsoft Excel, PowerPoint and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions. Good customer service, organization, time management, problem resolution skills, and multi-tasking skills. Work occasionally requires more than 40 hours per week to perform the essential functions of the job. Lifting in an office setting may be required up to 30 lbs. Additional Notes
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employment
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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The
Commercial Lending Assistant
is responsible for various customer service, relationship management, and operational tasks while acting as a bank advocate and advisor to the client. This position serves as the primary point person of service for commercial clients and helps relationship manager maximize the sales opportunity. Responsibilities
Supports Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios. Prepares and processes loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants. Reviews loan documentation and gathers necessary documents required to close commercial loans. Reviews documentation and proofs to ensure there are no errors in documents and all required terms are accurate. Clears all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio. Manages past due commercial loan accounts and resolves customer account issues. Assists customers with banking needs by coordinating with other banking departments to support the customer's need to open accounts, transfer funds, process wires, etc. Requirements
High School Diploma or equivalent. Minimum of 7 years Commercial Banking experience. Skills
Working knowledge of Microsoft Excel, PowerPoint and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions. Good customer service, organization, time management, problem resolution skills, and multi-tasking skills. Work occasionally requires more than 40 hours per week to perform the essential functions of the job. Lifting in an office setting may be required up to 30 lbs. Additional Notes
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employment
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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