Commercial Lending Assistant

Be among the first 25 applicants.

As a Commercial Lending Assistant, you will support relationship managers and clients in closing commercial loans, ensuring all commercial lending steps flow effectively and efficiently. You will have a hand in underwriting/compliance, closing, funding, boarding, portfolio management and servicing. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.

• Assist in call management tracking, data input, notary services, preparing marketing materials and creating management reports and scorecards
• Manage office supply needs, reordering and facilities repairs
• Assist with routing of approval documents, clearing credit and collateral exception items, addressing loan portfolio client inquiries and issues
• Produce and coordinate loan closing document checklist process
• Research/follow‑up on past‑due loans
• Attention to regulatory requirements and compliance training (Bank Secrecy Act, Customer Information Privacy, etc.)
• Consolidate Branch Officers Monthly Bank Credit Card transactions
• Enter monthly bills into the Accounts Payable system in a timely manner
• Assist clients with wire transfer requests
• Assist with Branch Officers calendars as needed
• Initial gathering of required information for documentation to ensure timely closings
• Request draws on lines of credit, payoffs and credit advances
• Order title work, flood searches, UCC searches, and credit reports, and interpret the resulting reports
• Request collateral valuation through internal or external sources
• Work with loan officers and customers to ensure deposits are opened in a timely manner at the branch level
• Package closed loans to ensure a complete set of documents and supporting information
• Work with professionals to facilitate document prep and loan closing (title companies, attorneys, environmental agencies, etc.)
• Follow policies and procedures
• Prepare necessary reports for loan officers and management
• Provide superior customer service to existing customers by resolving issues and providing accurate and timely information
• Attend work on a regular basis, on time, and withstand varying degrees of stress
• Integrity, discretion, and respect for confidential information are essential
• Assist with data input on nCino (Salesforce)
• Assist with various marketing campaigns
• Assist with monthly expense reports
• Prepare Fed Ex and Courier documents
• Prepare folders for officers to take on their weekly calls
• Assist with other special projects as assigned
• Discuss any exception/loan closing roadblocks in Monday morning team meetings
• Assist with routing of approval documents
• Assist in clearing delinquent tax report
• Gather entity documentation when needed
• Request UCC searches on the Secretary of State website
• Obtain insurance and collateral documentation
• Obtain landlord information when applicable
• Collect checklist items needed for renewal and new loans
• Prepare and assist with loan closing packages for customer signing and routing
• Assist with clearing documentation exception items
• Able to prioritize duties and effectively manage time
• Analytical and problem‑solving skills
• Effective written communication skills
• Strong sense of customer service
• Able to work in a team environment
• Time management skills

• Assist in deposit portfolio client inquiries and issues
• Contact Non‑Sufficient Funds / Overdraft clients when needed
• Coordinate new account onboarding
• Associates degree
• 2 years’ experience in a banking or customer service environment or an equivalent combination of education and experience

We are more than just a bank. Are you ready to join a team of champions? Texas Security Bank is proud and honored to be an award‑winning organization where our employees serve as brand ambassadors to our customers, the community and each other. The TSB core values—integrity, growth, teamwork, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence—are the principles that guide our business decisions.

Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued…