Senior Lending Assistant - Houston, TX

Position Summary

The Senior Lending Assistant performs routine administrative and customer service tasks in support of the Lending Team while managing existing loan relationships and supporting the lenders with new loan opportunities. The Senior Lending Assistant is responsible for ensuring accurate and timely servicing and related customer support activities for the Bank's loan portfolio during the pre-approval underwriting, pre-closing, closing and post-closing stages.

• Perform administrative tasks that can include but are not limited to: pulling credit reports, collecting financial information, preparing loan related document and packages, ensuring accuracy and completeness of loan packages, gathering information on existing loan relationships and booking/closing loans.
• Able to make independent decisions as necessary.
• Support the lending team in managing existing loan relationships and new loan opportunities.
• Perform customer service duties that may include identifying, researching and resolving customers’ questions and issues regarding deposits, fund transfers, loan advances, loan pay downs, payoffs, etc.
• Identify and order documentation required to process loan requests.
• Track and ensure receipt of appropriate documents and reports.
• Prepare and maintain loan transaction files and assist in maintaining customer credit files.
• Ensure completeness and accuracy of credit and transaction files.
• Coordinate account maintenance with the Loan Servicing department.
• Manage compliance reporting and maintain customer and prospect database.
• Assist lending team in addressing customer inquiries and servicing requests. Including but not limited to, assisting with clearing exceptions and bringing past due accounts current.
• Pull reports including but not limited to exceptions and past due reports.
• Ensure work assignments are completed in a timely manner
• Assist branch operations with opening and/or closing procedures, if necessary.
• Perform additional duties as requested or assigned.

• Support and promote the Bank’s Vision, Mission and Core Values, organizational structure and policies and procedures.
• Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects.
• Comply with federal and state regulations as well as all established Bank policies and procedures.
• Perform other duties as assigned.

• High School Diploma or G.E.D. is required.
• Minimum of five (5) years in a secretarial/support role.
• Demonstrated leadership abilities.
• Strong Microsoft Excel/Word skills, effective organizational and follow-up skills.
• Familiarity with Sageworks/Abrigo system preferred but not required.
• Must be able to use sound judgment when identifying and solving problems.
• Ability to manage multiple priorities and meet deadlines in a fast paced, high volume, work environment with accuracy and minimal supervision.
• Excellent organizational, interpersonal and communication skills are required for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community.
• Must have excellent analysis, observation and decision-making skills.
• Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
• Should be able to work under high pressure situations while remaining calm and composed.
• Attention to detail and a high degree of mental concentration are required.
• Flexibility, professionalism, ability to perform a variety of tasks with multiple interruptions is essential.
• Must be physically present in the Bank to perform the job duties.
• Texas Regional Bank is an Equal Opportunity Employer.