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 customer's 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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High School Diploma or equivalent
- Minimum of 7 years Commercial Banking experience
What We Do
Since 1875, American National Bank of Texas (ANBTX) has been a community bank deeply involved with local business owners, possessing a clear understanding of their challenges, goals, and financial needs. We strive to build lifelong relationships by listening first and then building an integrated product and services mix from our portfolio, including cash management, merchant services and loans and lines of credit. The result? Empowered business customers who are successfully positioned for growth and stability, and ready to capture new business opportunities in the fast-moving North Texas market. Our commitment begins with our Relationship Managers, who are dedicated to customer success. It’s fulfilling work -- so much so that ANBTX has been named a Dallas Morning News "Top 100 Places To Work" for seven years in a row. Member FDIC.
