Commercial Lending Assistant

About the role

A Commercial Lending Assistant supports the Lenders with their role in developing, originating, servicing and maintaining bank customer relationships. The individual must command a sound understanding of the various policies, procedures and regulations as they relate to various real estate, commercial and consumer loans originated by the Bank. Performs various support duties pertinent to meeting the needs of customers and development of new business.

Location: North Dallas on Preston Road at 635/LBJ Frwy (on-site) in Plano, TX on Preston Rd at Lorimar Dr

Responsibilities

• Decision daily NSF and OD activity for accounts assigned to Loan Officer including reviewing items, account activity and contacting the customer when necessary.
• Handle customer service needs for customers assigned to Loan Officer including account transfers, line of credit advances, payments and other account maintenance needs.
• Screen incoming phone calls for the Loan Officer and manage calendar appointment scheduling.
• Organize and maintain customer files for loans in process in an orderly fashion.
• Contact loan customers regarding past due loan payments.
• Review customer files for maturing loans and contact customers in advance of the maturities with requests for updated information required to process.
• Review collateral and credit exceptions on a regular basis and contact the customers and other parties required in order to clear those exceptions in a timely fashion.
• Process loan files to assist with loan underwriting, documentation and closing.
• Preparing, reviewing and delivering loan disclosures.
• Reviewing the file for additional information needed and communicating with the customer.