Senior Lending Assistant

1 week ago


Dallas, Texas, United States Prosperity Bank Full time

How to apply:
Please apply through Prosperity Bank's Career Center at

and to find more job opportunities with our company.

*A pre-employment credit check will be run on all qualified applicants.

false
false
false

EN-US
X-NONE
X-NONE

MicrosoftInternetExplorer4

POSITION PURPOSE
Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Assumes responsibility for the effective performance of assigned clerical, and account processing functions.

  • Makes transfers for businesses. Processes loan payments and tracks insurance on business loans.
  • Monitors disbursements on construction and development loans.
  • Types a variety of documents, records, and reports.
  • Maintains, organizes, and updates business files. Makes address changes as needed.
  • Opens, sorts, and distributes mail.
  • Monitors needs of New Accounts and provides back up as necessary

2. Assumes responsibility for establishing and maintaining effective business relations with customers.

  • Assists with questions and problems courteously and promptly.
  • Obtains and conveys information as needed.
  • Maintains the Bank's professional reputation.

3. Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.

  • Assists, supports, and replaces Commercial Lending personnel as needed.
  • Obtains and conveys information as needed.
  • Attends and participates in meetings as required.

4. Assumes responsibility for related duties as required or assigned.

  • Assists in preparing loan documents.
  • Ensures that work area is clean, secure, and well maintained.
  • Completes special projects as assigned.

PERFORMANCE MEASUREMENTS

  • Document preparation is accurate, neat, and timely.
  • Files are current and well organized.
  • Miscellaneous clerical functions are efficiently and effectively completed.
  • Professional working relations exist with customers. Assistance is provided as needed. Questions are answered courteously and promptly.
  • Good working relations and communications exist with Bank personnel and with management. Assistance and support are
6. provided as needed. Management is appropriately informed.

QUALIFICATIONS

Education/Certification:

High school graduate or equivalent.

Required Knowledge:

Familiarity with business loan programs and service requirements.
Familiarity with general loan documentation helpful.

Experience Required:

Prior experience helpful, particularly in a financial environment.

Skills/Abilities:

Accurate and attentive to detail.
Well organized.
Strong typing abilities.
Ability to assist others.
Able to use computer, adding machine, copy machine, and basic business equipment.

Monday - Friday: 8:00am-5:00pm

  • Dallas, Texas, United States Goldman Sachs Full time

    At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. For us, it's...


  • Dallas, Texas, United States Goldman Sachs Full time

    MORE ABOUT THIS JOB: Consumer and Wealth Management (CWM) Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients,...


  • Dallas, Texas, United States Goldman Sachs Full time

    MORE ABOUT THIS JOB:Consumer and Wealth Management (CWM)Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients,...


  • Dallas, Texas, United States Zions Bancorporation Full time

    At Amegy Bank, everyone counts Your contributions are valued, and everyone is given the opportunity to grow in their career. We're committed to doing the very best for our customers, our communities, and our employees. We are looking for an experienced Relationship Manager to join Amegy's Commercial Lending Team in Dallas, TX. This role focuses on...


  • Dallas, Texas, United States Goldman Sachs Full time

    YOUR IMPACTDo you have a strong financial background, experience in underwriting or credit analysis, and are you looking for a dynamic team on which to build your career? We are seeking candidates that are highly analytical and client focused to be part of our Private Lending Underwriting team, which is responsible for the underwriting and portfolio...


  • Dallas, Texas, United States Triumph Financial Full time

    Join Triumph Financial At Triumph Financial, we're focused on creating value by driving business and communities of all sizes toward the future. That's why we're looking for passionate, solutions-oriented people to join our team. As a values-driven financial service company, our goal is to help our clients succeed and our communities prosper - and that...


  • Dallas, Texas, United States Selby Jennings Full time

    Title: ABL Senior Credit AnalystLocation: Dallas, TXOnsite 5 days a week My client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This individual will work directly alongside the investment team in order to help manage the existing portfolio of complex, asset backed loans. The right...


  • Dallas, Texas, United States Selby Jennings Full time

    Title:ABL Senior Credit AnalystLocation:Dallas, TXOnsite 5 days a week My client is a growing alternative investment advisory firm looking to add a credit specialist to their asset management group. This individual will work directly alongside the investment team in order to help manage the existing portfolio of complex, asset backed loans. The right...


  • Dallas, Texas, United States The Ladders Full time

    Join Triumph Financial At Triumph Financial, we're focused on creating value by driving business and communities of all sizes toward the future. That's why we're looking for passionate, solutions-oriented people to join our team. As a values-driven financial service company, our goal is to help our clients succeed and our communities prosper - and that...


  • Dallas, Texas, United States BOK Financial Full time

    Req ID:74779 Location: Dallas -DAL, Fort Worth -FTWT Areas of Interest: Commercial Banking, Energy Pay Transparency Salary Range: Not Available Application Deadline: 06/03/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma,...


  • Dallas, Texas, United States Highland Springs by Erickson Senior Living Full time

    Highland Springs by Erickson Senior Living Highland Springs is a beautiful 89-acre continuing care retirement community in North Dallas, Texas. We're part of a growing network of communities developed and managed by Erickson Senior Living, a national provider of senior living and health care with campuses in 11 states—and growing. We are hiring a Senior...


  • Dallas, Texas, United States BOK Financial Full time

    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Select how often (in days) to receive an alert:Areas of Interest: Commercial Banking, EnergyPay Transparency Salary Range: Not AvailableApplication Deadline: 05/30/2024BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ:BOKF) is a top...


  • Dallas, Texas, United States Brookdale Senior Living Full time

    OverviewThis position is required to work from our Brentwood, TN corporate office, but we are open to candidates looking to relocate to the area. Relocation assistance availble for the right candidate. Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity. Make Lives Better Including Your Own. If you want to work in an environment...


  • Dallas, Texas, United States Brookdale Senior Living Full time

    OverviewThis position is required to work from our Brentwood, TN corporate office, but we are open to candidates looking to relocate to the area. Relocation assistance availble for the right candidate. Voted by Newsweek in 2024 as one of America's Greatest Workplaces for Diversity. Make Lives Better Including Your Own. If you want to work in an environment...


  • Dallas, Texas, United States Cambridge Associates Full time

    CAREERS THAT CHANGE THE WORLD OUR CULTURE Cambridge Associates believes culture is central to your success and ours. We believe in a vibrant, values-driven culture that is supportive, inclusive, and diverse. Here, we celebrate the individual while we support global connectivity. At CA, collaboration wins, kindness matters, and your success is our priority. o...


  • Dallas, Texas, United States CMB Full time

    NHK Capital Partners (NHK) is a thriving global investment company searching for full-time Senior Marketing Analyst to identify marketing opportunities for growth while ensuring effective reach and quality engagement across various platforms and social channels. Senior Marketing Analyst primarily works on-site in a professional office setting at the Dallas,...


  • Dallas, Texas, United States Wells Fargo Full time

    Act as an advisor to leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across groups and functions. Lead the strategy and resolution of highly complex Lending, Wealth, Senior, Banker, Specialist, Lead, Banking, Business Services


  • Dallas, Texas, United States BOK Financial Full time

    Req ID: 75055 Location: Dallas -DAL Areas of Interest: Commercial Credit Underwriter; Commercial Analyst; Commercial Banking; Commercial Credit Analyst; Commercial Credit Specialist; Portfolio Management; Underwriting Pay Transparency Salary Range: Not Available Application Deadline: 06/16/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial...


  • Dallas, Texas, United States Oncor Electric Delivery Full time

    SummaryThis position is responsible for the daily activities associated with Oncor's Accounts Payable function including paying vendors and contractors and ensuring the on-going accuracy and completeness of the accounts payable system and related vendor files and other accounts payable system transactions, records and reports. Other responsibilities include...


  • Dallas, Texas, United States Oncor Electric Delivery Full time

    SummaryThis position is responsible for the daily activities associated with Oncor's Accounts Payable function including paying vendors and contractors and ensuring the on-going accuracy and completeness of the accounts payable system and related vendor files and other accounts payable system transactions, records and reports. Other responsibilities include...