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Universal Banker​/Lending Assistant

Job in Austin, Travis County, Texas, 78716, USA
Listing for: Security Bank of Texas
Full Time position
Listed on 2025-12-26
Job specializations:
  • Finance & Banking
    Banking Operations, Loan Servicing, Loan Officer
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Universal Banker / Lending Assistant

Security Bank of Texas is looking for a detail-oriented and customer-focused Universal Banker / Lending Assistant to join our Austin team. This hybrid role combines customer service, new account opening, and teller support with direct assistance to lending officers in the loan process.

Responsibilities
  • Open and maintain new deposit accounts; perform teller transactions as needed, including issuing debit cards, stop payments, and online banking resets.
  • Assist lending officers throughout the loan process, including preparing loan documentation, ordering appraisals, lien searches, and title commitments, as well as closing loans and perfecting liens.
  • Ensure accurate execution of all loan documents, collection of fees, and proper organization of credit and collateral files.
  • Monitor maturing loans, past dues, and collateral exceptions; process loan advances, payments, and related fees.
  • Provide responsive service to customers regarding loan applications, existing accounts, overdrafts, returned items, and other operational issues.
  • Act as a liaison between customers, lending officers, attorneys, and title companies to ensure smooth loan closings and account servicing.
  • Support lending officers with daily administrative needs, including correspondence, secretarial tasks, and relationship development activities.
  • Maintain accurate and organized loan files in compliance with bank policies and regulations.
  • Research and resolve customer issues in a timely and professional manner.
  • Other duties as assigned by management.
Qualifications
  • High school diploma or equivalent required; some college coursework preferred.
  • 2+ years of banking experience required; prior experience as a Universal Banker or Lending Assistant strongly preferred.
  • Knowledge of TRID regulations and prior loan processing experience strongly preferred.
  • Proficiency in Microsoft Word, Excel, and other standard office software.
  • Strong organizational, problem-solving, and analytical skills.
  • Excellent interpersonal and communication abilities, with a strong customer service mindset.
  • Ability to multi-task, prioritize, and work effectively in both independent and team environments.
Schedule
  • Full-time, Monday through Friday, 8-hour shift.
  • 401(k)
  • Health insurance
  • Paid time off
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