Commercial Lending Assistant

American National Bank of Texas • Frisco, TX

4d

About The Position

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.

Requirements

• High School Diploma or equivalent
• minimum of 7 years Commercial Banking experience
• 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.

Responsibilities

• 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 customer's need to open accounts, transfer funds, process wires, etc

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED