Senior Commercial Lending Assistant (78605

Job Details

Job Location:

Southlake
- Southlake, TX 76092

Position Type:
Full Time

Job Category:
Banking
- Commercial Lending

• 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 inquires and issues.
• Produce and coordinate loan closing document checklist process.
• Research/follow-up on past due loans.
• Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC).
• Consolidate Branch Officers Monthly Bank Credit Card transactions (Assigned Branch Officers).
• Ensures monthly bills are input 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 for loans to ensure timely closings.
• Request draws on lines of credit, payoffs and credit advances.
• Follow up on past due loans and clear exceptions in a timely manner.
• Order title work, flood searches, UCC searches, and credit reports, and be able to interpret resulting reports.
• Request collateral valuation through internal or external sources.
• Assist the SBA Portfolio Manager with all work out situations
• Prepare agenda for monthly SBA sales meetings including all pipeline reports
• Work with loan officers and customers to ensure that all 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 various 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.
• Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
• Attend work on a regular basis, on time, and withstand varying degrees of stress.
• Integrity, discretion, and respect for confidential information are essential Assist in Call management tracking
• Assist with data input on Business Wise and nCino
• Assist with various marketing campaigns
• Assist with various management reports and scorecards
• Manage office supply needs, reordering and facilities repairs
• Assist with monthly expense reports
• Prepare Fed Ex and Courier documents
• Notary Services (if applicable)
• Prepare marketing materials as needed
• Meet weekly to review status of client issues, etc.

• Assist with routing of Approval documents
• Assist with clearing credit and collateral exception items
• Assist in clearing delinquent tax report
• Assist in loan portfolio client inquires and issues
• Produce and coordinate loan closing document checklist process:
• Commitment report review to ensure all information is included
• Attend Loan Huddle Meetings for new / renewed loans
• Gather entity documentation when needed
• UCC searches on the Secretary of State website
• Obtain Insurance and collateral documentation
• Obtain Landlord information when applicable
• Research / Follow-Up on past due loans
• 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
• Assist in deposit portfolio client inquires and issues
• Contact Non-Sufficient Funds / Overdraft clients when needed
• Coordinate new account document checklist process

Request title work, flood searches, UCC searches, and credit reports, and be able to interpret resulting reports.

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

Prepare and assist with loan closing packages for customer signing…