Lending Assistant

Job Location

Boyd, Texas, United States. Wise County residents encouraged to apply.

The incumbent has frequent contact with customers and other department employees in person, by telephone and email. It is important that the incumbent function efficiently under deadlines while maintaining a professional and mature demeanor.

• Perform administrative duties for one or more senior level loan officers engaged in commercial/consumer loans.
• Type, file, answer phone, greet and assist customers and prospective customers.
• Assist customers with the loan application process and prepare applications for the lending officers’ review.
• Coordinate with loan processors to complete and return documentation for closing in a timely manner.
• Handle special projects as assigned.
• Actively participate in Customer Service First sales and service culture, support the values of the organization and follow established company policies and procedures.

• High school graduate or equivalent with at least three years of secretarial/administrative experience.
• Commercial or personal loan experience preferred.
• Mathematical and general business knowledge normally acquired by high school graduate.
• Word processing and spreadsheet software experience required.
• Proficiency in grammar, punctuation, and written and verbal communication skills.
• Excellent customer relations and communication, accuracy, flexibility, reliability, initiative, confidentiality, and ability to handle multiple tasks in a fast‑paced, stressful environment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or discriminate against employees or applicants because they inquired about the pay of another employee or applicant. However employees who have access to compensation information cannot disclose the pay of other employees unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, or (c) consistent with the contractor’s legal duty to provide information.

41 CFR 60‑1.35(c)

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.