Lending Assistant

3 weeks ago

Beaumont, Texas, United States Texas First Bank . Insurance Full time
Job Title: Lending Assistant

At Texas First Bank, we are seeking a highly organized and detail-oriented Lending Assistant to join our team.

Job Summary:

The Lending Assistant will provide administrative support to our Lending Officers, ensuring the preparation of loan documents for closing is accurate and compliant. This role requires strong communication skills, attention to detail, and the ability to work independently and as part of a team.

Responsibilities:

  • Determine the type of loan and provide the appropriate application type.
  • Take loan applications and gather supporting information for presentation approval.
  • Pull OFAC, certificate of account status, and UCC searches.
  • Prepare loan officer worksheets and real estate source documents.
  • Prepare and review loan documents for accuracy.
  • Close and fund loans.
  • Process draw requests for revolving line of credits and construction loans.
  • Exception tracking and clearing.

Requirements:

  • 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.

Work Environment:

This is a full-time position, Monday through Friday, 40 hours per week. We offer a competitive salary and a positive work environment.

EOE/Disability/Veteran:

Texas First Bank is an equal opportunity employer and welcomes applications from diverse candidates.

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