The Commercial Lending Assistant is responsible for various customer service, relationship management, and operational tasks while acting as a bank advocate and advisor to the client. This position serves as the primary point person of service for commercial clients and helps relationship manager maximize the sales opportunity.
Supports Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios Prepares and processes loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants
Reviews loan documentation and gathers necessary documents required to close commercial loans
Reviews documentation and proofs to ensure there are no errors in documents and all required terms are accurate
Clears all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio
Manages past due commercial loan accounts and resolves customer account issues
Assists customers with banking needs by coordinating with other banking departments to support the customers need to open accounts, transfer funds, process wires, etc
Requirements:
High School Diploma or equivalent
minimum of 7 years Commercial Banking experience
Skills:
Working knowledge of Microsoft Excel, PowerPoint and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
Good customer service, organization, time management, problem resolution skills, and multi-tasking skills
Work occasionally requires more than 40 hours per week to perform the essential functions of the job
Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Numbers & Facts
Location
Allen, TX
Skills
Banking Servicesunmatched
Calculatorsunmatched
Commercial Bankingunmatched
Commercial Loansunmatched
Credit and Collectionsunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Service Managementunmatched
Customer Support/Serviceunmatched
English Languageunmatched
Loan Approvalunmatched
Loan Closingunmatched
Loan Portfoliounmatched
Loan Processingunmatched
Loansunmatched
Mathematicsunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Past Due Accountsunmatched
Problem Solving Skillsunmatched
Resolve Customer Issuesunmatched
Revenue Growthunmatched
Spanish Languageunmatched
Time Managementunmatched
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