Lending Assistant

Plains Capital Bank is currently looking to hire a Lending Assistant to work at our Preston Center location in Dallas, Texas. The Lending Assistant provides administrative and operational support to Loan Officers in a highly engaged, client-focused environment. This role requires working knowledge of lending procedures and systems and is responsible for servicing clients professionally while managing loan-related activities and documentation.

The Lending Assistant facilitates monetary transactions and assists clients with both loan and deposit-related matters.

• Provide administrative support for Loan Officers and/or lending teams:
  • Generate reports and monitor activity within assigned loan portfolios.
  • Review exception reports and resolve exceptions promptly.
  • Assist with daily overdraft/NSF decisions.
  • Review past due reports and assist with client notifications when appropriate.
• Prepare and maintain accurate customer loan files and correspondence.
• Facilitate client transactions and account maintenance requests (e.g., payments, wire transfers, deposits, address changes); coordinate with Retail Banking and other departments as needed.
• Assist clients with account inquiries and basic loan documentation questions.
• Coordinate with Loan Officers, borrowers, and Loan Operations to ensure loan files are complete and accurate; collect required documentation and resolve deficiencies.
• Provide financial documentation (e.g., tax returns, cash flow statements) to Credit Analysts during underwriting; request borrower documentation as needed.
• Review inspection reports and coordinate with Loan Operations and Loan Officers to ensure inspections are scheduled and completed.
• Perform general office support duties including receptionist relief, notarizing documents, ordering supplies, and document handling (fax/copy/scan).
• Greet clients, assess their needs, and assist or direct them appropriately.
• Perform other duties as assigned.

• High school diploma, general education degree (GED) or equivalent required
• 1 to 3 years of experience in related field of expertise. Familiarity with loan documentation a plus.
• Excellent verbal, written and interpersonal communication skills.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.