Lending Support Specialist

5 days ago

Midland, Texas, United States PROSPERITY BANK Full time
Job Summary

We are seeking a highly organized and detail-oriented Lending Assistant to provide clerical support for commercial lending activities at Prosperity Bank. The successful candidate will be responsible for preparing and filing documents, opening mail, and performing miscellaneous clerical functions as needed.

Key Responsibilities
  • Assume responsibility for the effective performance of assigned clerical and account processing functions.
  • Make transfers for businesses, process loan payments, and track insurance on business loans.
  • Monitor disbursements on construction and development loans, type various documents, records, and reports.
  • Maintain, organize, and update business files, make address changes as needed, and open, sort, and distribute mail.
  • Monitor the needs of new accounts and provide backup as necessary.
Customer Service

The Lending Assistant will be responsible for establishing and maintaining effective business relations with customers, assisting with questions and problems courteously and promptly, and obtaining and conveying information as needed.

Communication and Teamwork

The successful candidate will assume responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management, assisting, supporting, and replacing Commercial Lending personnel as needed, and attending and participating in meetings as required.

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 provided as needed.
  • Management is appropriately informed.
Qualifications
  • High school graduate or equivalent.
  • Familiarity with business loan programs and service requirements.
  • Familiarity with general loan documentation helpful.
  • Prior experience helpful, particularly in a financial environment.
  • 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.

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