Loan Admin Assistant

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Full Time Clerical Cleveland, TX, US

Position Title
:

Loan Admin Assistant I (Commercial Lending)

Exempt Status
:

Non-Exempt

Reports to
:

Commercial Relationship Manager, Market President, or Commercial Loan Admin Manager

Branch
:

Cleveland

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

Job Summary
:
This entry-level support role works with supervision and assistance, as needed, to provide administrative and operational support to the lending department by assisting with loan processing, documentation, closing coordination, loan servicing, record maintenance, customer service, and regulatory compliance. This position works closely with loan officers, admin staff, borrowers, loan operations, credit, underwriting, accounting, compliance, and other internal departments to ensure loans are processed accurately, efficiently, and in accordance with Bank policies and applicable regulations.

The position plays a key customer service role by serving as a knowledgeable and responsive point of contact for customers for both the loan process and non-loan service requests. The Loan Administrative Assistant is expected to provide timely communication, explain administrative requirements clearly, follow through on customer requests, resolve routine issues, and coordinate with appropriate personnel to ensure customers receive accurate and professional service.

Essential Loan

Job Functions:

• Processes loan applications and organizes required supporting documentation.
• Maintains complete, accurate, and organized electronic and physical loan files.
• Reviews loan documentation for completeness, accuracy, required signatures, dates, and supporting information.
• Enters and maintains borrower and loan information accurately in the Bank’s loan processing and core banking systems.
• Provides administrative support to loan officers throughout the loan origination and servicing process.
• Prepares loan documents, disclosures, correspondence, reports, and other lending-related materials.
• Coordinates loan closings and assist with ensuring all required closing documentation and conditions are satisfied.
• Tracks outstanding loan conditions and follows up with borrowers, loan officers, vendors, and internal departments.
• Orders and monitors third-party services including appraisals, title work, credit reports, flood determinations, insurance documentation, and other required reports.
• Monitors loan processing, closing, renewal, and servicing deadlines to ensure timely completion.
• Communicates professionally as a primary administrative contact for borrowers regarding loan documentation, application status, closing requirements, payments, renewals, and other routine loan-related matters.
• Performs loan file quality-control reviews and identifies missing, incomplete, or inconsistent information.
• Assists with loan funding and disbursements by verifying required documentation and following established procedures.
• Processes or assists with loan-related transactions, including payments, payoffs, advances, renewals, extensions, and modifications.
• Assists with loan renewals, extensions, and modifications by gathering documentation and coordinating required approvals.
• Maintains loan ticker and tracking systems for maturities, insurance expirations, financial statements, annual reviews, and other required follow-up items.
• Prepares and maintains loan reports, including pipeline, exception, maturity, delinquency, and other reports as assigned.
• Follows up on missing or expired documentation and assists in resolving outstanding loan requirements.
• Coordinates with credit, underwriting, loan operations, accounting, compliance, and other departments to facilitate efficient loan processing.
• Maintains strict confidentiality of borrower financial information, personal information, bank records, and other sensitive information.
• Follows established Bank policies, procedures, internal controls, and operational standards.
• Supports compliance with applicable federal and state banking regulations and lending requirements.
• Identifies and promptly escalates discrepancies,…