Loan Support Specialist

4 days ago


Denver, Colorado, United States Independent Bank (TX) Full time
About the Role:
The Lending Assistant plays a crucial role in supporting the Manager, Relationship Managers and/or Portfolio Managers in a specific geographical market or business line. The successful candidate will be responsible for providing administrative support, ensuring the proper processing of loan transactions and documents, maintaining loan files and records, and preparing various reports. This position requires excellent communication skills to liaise with third parties and customers, facilitating loan servicing and problem-solving.

Key Responsibilities:
  • Coordinate loan due diligence with various third parties including loan processors and/or customers.
  • Prepare and review loan due diligence for processing, closing, and post-closing administration as needed.
  • Conduct loan closings and disburse funds as needed.
  • Prepare advances on line of credit loans as approved by banker. More familiar with borrowing base and calculations of available funds.
  • Assist bankers with ongoing file maintenance, including past due reports/notices, insurance management, compliance exceptions, problem-solving, and contacting customers if needed.
  • Prepare and maintain construction loan records, including construction draws, floor plans, and letters of credit.
  • Gather and review loan due diligence which includes processing, reporting, administration, and closing. Resolve problems related to content of documentation.
  • Liaison for customer and third-party inquiries throughout the lending relationship, including but not limited to facilitating loan documentation, payment amounts, credit information, and resolving associated problems.
  • Review and coordinate resolution of NSF items and prepare wire transfers as needed.
  • Adhere to operational controls to ensure safety and security of customers and banks' assets, including legal, corporate, and regulatory procedures and policies.
  • Perform administrative functions for the department, including typing memos, letters, answering and directing calls, report distribution, and file management.


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