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Senior Lending Assistant - Plano, TX

Company: Independent Financial
Location: Plano
Posted on: November 22, 2021

Job Description:

Under general direction, the Lending 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 Lending 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 Lending Assistant may communicate with third parties and customers to facilitate loan servicing and problem solve. Responsibilities:

  • Coordinate loan due diligence with various third parties including 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. More familiar with borrowing base and calculations of available funds.
  • Assist bankers with ongoing file maintenance including past due reports/notices, insurance management, compliance exceptions, problem solving and contacting customers if needed.
  • Prepare and maintain construction loan records including construction draws, floor plans and letters of credit.
  • Gather and review loan due diligence which include processing, reporting, administration and closing. Resolve problems related to content of documentation.
  • Liaison for customer and third party inquiries throughout for the lending relationship including but not limited to facilitating loan documentation, payment amounts, credit information, and resolves associated problems.
  • Review and coordinate resolution of NSF items and prepare wire transfers as needed
  • 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. Qualifications: Education Requirements
    • High school diploma or equivalent is required.Minimum Experience
      • Minimum of 6 years of experience in financial services customer service environment and/or loan documentationKnowledge/Skills/Abilities
        • Knowledge of construction lending, preferred.
        • Previous experience in personal banking or new accounts, preferred. Job Details: Regular

Keywords: Independent Financial, Plano , Senior Lending Assistant - Plano, TX, Other , Plano, Texas

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