Lending Assistant

Job Description

Office

Location:

Alvarado, Texas, United States

The incumbent has frequent contact with customers and other department employees in person, by telephone and email. It is important that the incumbent function efficiently under deadlines while maintaining a professional and mature demeanor. The incumbent will be required to assist customers with the loan application process and prepare applications for the lending officers’ review. Once the loan has been approved the incumbent will be responsible for coordinating with the loan processors to complete and return the documentation for closing in a timely manner.

• Perform administrative duties for one or more Sr. level loan officers engaged in commercial/consumer loans.
• Type, file, answer phone, greet and assist customers and prospective customers.
• Assist customers with the loan application process and prepare applications for the lending officers’ review.
• Coordinate with loan processors to complete and return the documentation for closing once the loan has been approved.
• Handle special projects as assigned.
• Actively participate in Customer Service First sales and service culture, support the values of the organization and follow established company policies and procedures.

• High school graduate or equivalent.
• At least three years secretarial/administrative experience, commercial or personal loan experience preferred.
• Mathematical and general business knowledge.
• Strong customer relations and communication skills.
• Accuracy, flexibility, reliability, initiative, confidentiality and ability to handle multiple tasks in a fast‑paced, stressful environment.
• Word processing and spreadsheet software experience required.
• Proficient in grammar, punctuation, written and verbal communication skills.

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c).