Lending Assistant (Hybrid) - Waco, TX

Waco, Texas, United States


This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you.
Under general direction, the Banking Assistant is responsible for providing administrative support to the Manager, Relationship Managers and/or Portfolio Managers in a specific geographical market or business line. The Banking Assistant is responsible for the proper processing of loan transactions and documents for loans in the portfolio, the maintenance of loan files and records, and the preparation of various reports. In addition, the Banking Assistant may communicate with third parties and customers to facilitate loan servicing and problem solve.
  • Coordinate loan due diligence with various third parties, loan processors and/or customers.
  • Prepare and review loan due diligence for processing, closing and post-closing administration, as needed
  • Conduct loan closings and disburse funds, as needed.
  • Prepare advances on line of credit loans as approved by banker.
  • Assist bankers with ongoing file maintenance, past due reports/notices, insurance management, problem solving and contacting customers as needed.
  • Answer customer and third party inquiries regarding payment amounts on accounts/loans and other credit information.
  • Prepare wire transfers as needed.
  • Review and coordinate resolution of NSF items
  • Adhere to operational controls to ensure safety and security of customers and banks assets including legal, corporate, and regulatory procedures and policies
  • Perform administrative functions for the department including typing memos, letters, answering and directing calls, report distribution, and file management.
Education Requirements
  • High school diploma or equivalent is required.
Minimum Experience
  • Minimum of 5 years of experience in financial services customer service environment and/or loan documentation
Knowledge/ Skills/ Abilities
  • Experience supporting commercial and real estate lending, preferred.
  • Previous experience in personal banking or new accounts, preferred.
Job Details:

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