Banking Services, Calculators, Commercial Banking, Commercial Loans, Credit and Collections, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, English Language, Loan Approval, Loan Closing, Loan Portfolio, Loan Processing, Loans, Mathematics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, Past Due Accounts, Problem Solving Skills, Resolve Customer Issues, Revenue Growth, Spanish Language, Time Management
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.
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American National Bank of Texas