CRE Loan Assistant

Important Information Regarding Application Process

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First Security Bank is seeking a professional, energetic, and team-oriented individual to join our team as a CRE Loan Assistant! If you are passionate about serving our local communities and want to be part of a dynamic, service-driven team, we encourage you to apply!

In this role, you will provide administrative and operational support to CRE Commercial Loan Officers and lending staff throughout the full life cycle of commercial real estate (CRE) loans. You will play a key role in ensuring accuracy, regulatory compliance, and timely processing from origination through closing and servicing, while maintaining effective communication with internal departments, borrowers, legal counsel, and third-party vendors.

You will be responsible for preparing and reviewing loan documentation, verifying applicant and financial information, maintaining accurate and organized records, and ensuring adherence to all applicable banking regulations and internal policies.
This position requires on-site work.

• Must be at least 18 years of age.
• High School Diploma or GED is required
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• Associate or bachelor's degree in business, finance, accounting, or related field preferred.
• 5+ years of experience in commercial lending, CRE loan administration, or banking operations required
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• Experience in administering construction loans and the draw process is required
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• Previous experience in general administration skills, which include keeping an office organized and running efficiently, is preferred
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• Proficiency with Outlook, Word, Excel, typing, 10-key, and utilization of the internet is required
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• Commitment to demonstrating First Security's Core 5 values with customers and coworkers.

Regularly Scheduled Hours/Week: 40(+) hours per week | Monday - Friday 8:00am - 5:00pm | Extended working hours may be required.

• Assist in the preparation, review, and coordination of commercial real estate loan documents, including applications, term sheets, commitment letters, and closing packages.
• Gather, review, and organize borrower organizational documents, surveys, financial statements, appraisals, environmental reports, and title information.
• Ensure loan files are complete, accurate, and compliant with bank policy, Texas banking regulations, and federal requirements.
• Facilitate communication between Loan Officers, customers, appraisers, attorneys, branch staff, title companies, insurance providers, and other third parties.
• Review closing documents for accuracy and consistency with loan approval terms.
• Assist with loan boarding, booking, and post-closing documentation retention.
• Protect all customer information and bank operations through strict confidentiality.
• Operate computer software and equipment, telephone, scanner, and copier, and develop proficiency with internal banking software, FCM/Image Centre, and Loan Operations Platform.
• Maintain reliable transportation, punctual attendance, and the ability to work on-site with occasional extended hours when necessary.
• Additional duties may be assigned by management.

None

Foster a culture that values high ethical conduct, critical thinking, problem-solving, engagement, teamwork, and provides exceptional service. Establish positive and productive work relationships that provide honest feedback that generates trust.

Possess sufficient mobility to work in a standard office setting. Perform repetitive hand, arm, wrist, and finger movements while handling currency, documents, and/or office equipment. Substantial time may be spent on the telephone, operating computers, reaching, sitting, and/or standing while occasionally stooping, kneeling, or crouching. The employee must have the ability to speak and hear well enough to carry on customer interactions, conversations, and presentations both in person and over telecommunications.

Have near/far visual acuity to identify customers, currency, and reading materials in printed or electronic formats. The employee must occasionally lift and move up to 10 pounds.

The work environment described here is representative of what an employee encounters while performing the essential functions of this job successfully. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

The duties of this position require the ability to maintain attention to detail and complete work projects accurately in a short amount of time, despite interruptions. The employee must be able to interact with customers/coworkers in a calm and patient manner and maintain…