Lending Assistant

Office

Location:

Southlake, Texas, United States

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 Sr. level loan officers engaged in commercial and consumer loans.
• Type, file, answer phone, greet and assist customers and prospective customers.
• Assist customers with the loan application process and prepare applications for lending officer 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, and follow established company policies and procedures.

• High school graduate with at least three years of secretarial/administrative experience.
• Commercial or personal loan experience preferred.
• Strong mathematical and general business knowledge.
• Excellent customer relations and communication skills.
• Accuracy, flexibility, reliability, initiative, confidentiality, and ability to handle multiple tasks in a fast‑paced environment.
• Proficiency with word processing and spreadsheet software.
• Proficient in grammar, punctuation, written and verbal communication skills.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.

41 CFR 60-1.35(c).