Lending Assistant Details

Lending Assistant

Texas First Bank - League City, TX

Employment Type : Full-Time

Responsible for assisting the League City lending team as directed in the following areas; servicing, processing, lending/origination and serve as a resource for completing assigned projects and tasks as needed along with other administrative duties.

• Responsible for preparing and/or coordinating loan documentation for consumer, commercial, and real estate loans
• Coordinate loan and deposit related due diligence as requested by Loan Production Officer(s)
• Manage and coordinate various loan and deposit related customer requests and provide problem resolution when necessary
• Prepare and prefill internal lending forms for the Loan Production Officer(s)
• Maintain the sales pipeline report, CRM system inputs, and assist the Loan Production Officer(s) with updating to prepare for weekly staff meetings
• Manage the receipt and organization of prospect documentation and forms from the Loan Production Officer(s)
• Other customary administrative tasks as requested

Education, Requirements and Skills:

• High school diploma or equivalent
• College degree preferred
• 1-2 years of banking or job related experience
• Computer skills including MS Word, Excel and Outlook
• Track record of providing competent, friendly and professional customer service
• Excellent written and verbal communication skills
• Ability to work well independently and within a team environment with proven ability to meet deadlines
• Attention to detail a must; must be a self-starter with the ability to multi-task
• Strong organizational and time management skills with the ability to learn and prioritize specialized loan processing tasks

Job Type: Full-time

Work Location: Multiple Locations