Loan Assistant

Texas Methodist Foundation (TMF) is seeking a detail-oriented and customer-focused Loan Assistant to support our Loan Department. This role works closely with loan officers, borrowers, and internal teams to ensure loan processes run smoothly, efficiently, and in compliance with established policies.

The Loan Assistant plays a key role in supporting loan operations while providing exceptional service to borrowers and stakeholders. This position is ideal for someone who thrives in a collaborative environment and enjoys managing multiple tasks with precision.

• Maintain confidentiality of borrower information in compliance with policies and procedures
• Serve as a first point of contact for borrower inquiries via phone, email, and mail
• Prepare loan-related documents including letters, reports, amortization schedules, audits, and agreements
• Process loan payments, payoff quotes, paid files, and lien releases
• Accurately enter and maintain data in loan and tracking systems
• Image and organize documents in electronic filing systems
• Prepare and distribute weekly and monthly reports
• Coordinate Loan Committee communications, including email ballots
• Schedule and coordinate meetings, Zoom calls, and conference calls
• Track and manage insurance documentation with borrowers and agents
• Process online applications and portal registrations (Salesforce)
• Perform notary services for the State of Texas
• Support additional projects and duties as assigned

• High school diploma or equivalent required
• 1–3 years of experience in banking, lending, or administrative support (loan processing experience preferred)
• Proficiency in Microsoft Office and loan processing systems such as Silverlake, Xperience, Laser Pro, Docu Sign, Salesforce, or Banno
• Strong organizational and time management skills
• Exceptional attention to detail with the ability to manage multiple priorities
• Strong written and verbal communication skills

At TMF, we value our employees and offer a competitive and comprehensive benefits package, including:

• Medical, dental, and vision insurance
• Retirement plan with employer contribution
• Generous paid time off and holidays
• Life and disability insurance
• Flexible and supportive work environment
• Opportunities for professional development and growth
• Mission-driven culture focused on meaningful impact

At Texas Methodist Foundation, we are committed to making a meaningful impact through our work. You’ll be part of a collaborative, mission-driven organization that values integrity, service, and excellence.