Lending Assistant AB San Antonio, Concord

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Full Time Lending Assistant San Antonio, TX, US

3 days ago Requisition

Prosperity Bank is an Equal Opportunity Employer.

Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

• Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
• Makes transfers for businesses.
• Processes loan payments and tracks insurance on business loans.
• Monitors disbursements on construction and development loans.
• Types a variety of documents, records, and reports.
• Maintains, organizes, and updates business files.
• Makes address changes as needed.
• Opens, sorts, and distributes mail.
• Assumes responsibility for establishing and maintaining effective business relations with customers.
• Assists with questions and problems courteously and promptly.
• Obtains and conveys information as needed.
• Maintains the Bank’s professional reputation.
• Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
• Assists, supports, and replaces Commercial Lending personnel as needed.
• Obtains and conveys information as needed.
• Attends and participates in meetings as required.
• Assumes responsibility for related duties as required as assigned
• Assist in preparing loan documents.
• Ensure that work area is clean, secure, and will maintained.
• Completes special projects as assigned.

• Document preparation is accurate, neat, and timely.
• Files are current and well organized.
• Miscellaneous clerical functions are efficiently and effectively completed.
• Professional working relations exist with customers.
• Assistance is provided as needed.
• Questions are answered courteously and promptly.
• Good working relations and communications exist with Bank personnel and with management.
• Assistance and support are provided as needed.
• Management is appropriately informed.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

This role has no supervisory duties.

High School graduate or equivalent

Familiarity with business loan programs and service requirements.

Familiarity with general loan documentation helpful.

Prior experience helpful, particularly in a financial environment.

Accurate and attentive to detail

Well organized.

Strong typing abilities.

Ability to assist others.

Able to use computer, adding machine, copy machine, and basic business equipment.

Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

Able to hear average or normal conversations and receive ordinary information.

Movements frequently and regularly required using the wrists, hands, and/or fingers.

Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally (Almost all office jobs.)