Lending Assistant

Reposted 3 Days Ago
Be an Early Applicant
Beaumont, TX, USA
In-Office
Entry level
Fintech • Software • Financial Services
The Role
The Lending Assistant performs administrative tasks for Lending Officers, prepares loan documents, and ensures compliance for various loans while gathering necessary applicant information.
Summary Generated by Built In

Join Texas First Bank!

Founded in 1973, Texas First Bank is a fast-growing community bank with 27 locations across Southeast Texas. Our people are our greatest asset, and we’re dedicated to helping employees and communities thrive.

Text LABW to (281) 688-6192 to apply and submit your resume!

Job Summary

Perform administrative duties for one or more Lending Officers. Coordinates the preparation of loan documents for closing consumer, commercial and real estate loans to ensure full compliance and quality of documentation for funding.

Responsibilities and Duties

  • Determine type of loan and provided appropriate application type (i.e. consumer/commercial/real estate).
  • Take loan applications.
  • Gather supporting information for presentation approval; including but not limited to: financial information, corporate documentation, and credit reports
  • Pull OFAC, certificate of account status, and UCC searches.
  • Prepare loan officer worksheets and real estate source document.
  • Preparation of loan agreements.
  • Prepare and review loan documents for accuracy.
  • Close and fund loans.
  • Processing of draw requests for revolving line of credits and construction loans.
  • Exception tracking and clearing.
  • Other duties may be assigned.

Job Skills and Qualifications

  • High school diploma or equivalent.
  • Prior banking experience preferred.
  • MS Office skills, including Word, Excel and Outlook.
  • Excellent verbal and written communication skills.
  • Ability to work independently and within a team environment, with ability to meet deadlines.
  • Attention to detail a must.
  • Strong organizational and time management skills with the ability to prioritize.
  • Must be a self-starter with the ability to multi-task.
  • Sitting extended periods of time; sufficient dexterity of hands/fingers to operate computer keyboard and other office equipment.
  • 40 hours workweek; Monday – Friday.

Salary Grade 03

EOE/Disability/Veteran

Skills Required

  • High school diploma or equivalent
  • Prior banking experience
  • MS Office skills
  • Excellent verbal and written communication skills
  • Strong organizational and time management skills
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The Company
HQ: Texas City, Texas
283 Employees
Year Founded: 1973

What We Do

Member FDIC. Equal Housing Lender. OUR MISSION Helping Texans Build Texas We are a community bank with roots going back to 1962 in Hitchcock, TX. Our customers make us who we are, and we are committed to helping them succeed and build our local communities up. OUR VALUES Our values are what make us who we are and what we also look at to point us on the right path. They are unchanging and guide us in our interactions with you - our customers, partners, employees, and community. -- Above all, be responsive, responsible, and respectful. -- Fairness: Be fair and truthful in all the we do. -- Integrity: Operate with total transparency. Do the right thing at all times and honor the confidentiality of our customers. -- Vision Driven: Anticipate and forecast the future of financial services and how it will impact our customers and employees

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