Lending Assistant
Community National Bank · Dallas, TX · 1 mo ago
On-siteFinanceFull-time
Principal Duties and Responsibilities
- Stay up to date on and comply with all applicable banking laws and regulations as well as CNB policies and procedures.
- Aid in the origination, processing, signing, and booking of loans.
- Prepare and maintain compliance documentation for all loans.
- Provide requested information and communicate with Credit Analysts to assist in preparing loan packages for ILC and DLC presentations.
- Maintain files by obtaining financial statements, accounts receivable listings, proof of insurance coverage, tax statements & other required items in credit & collateral files to keep them current and up-to-date.
- Process paid out loans.
- Handle withdrawals and denials.
- Assist customers by answering their questions and contacting the appropriate departments to assist them with all banking needs.
- Pull credit reports, loan worksheets, and check sheets.
- Aid in processing release of liens for real estate, consumer, commercial or oil & gas loans when needed.
- Prepare outgoing wire documents and cashier’s checks as needed by customers.
- Maintain regular and punctual attendance.
- Work cooperatively with others.
- Occasionally work overtime as needed.
Skills and Abilities Required
- Ability to prioritize and manage multiple responsibilities within strict timelines.
- General knowledge of banking and the loan process.
- Ability to move large sums of money with accuracy and confidence.
- Excellent communication skills to assist customers in a professional and confidential manner.
- Above average computer skills (Word, Excel, Power Point, Outlook).
- Strong attention to detail and a conscientious proactive approach to delivering high quality results in a fast-paced environment.
- Willingness to learn and adapt to varied and added responsibilities.
- In-depth knowledge of banking software.
Education and Experience
- Basic knowledge of oil and gas language.
- Familiarity with legal documentation.
- Knowledge of loan policy and compliance requirements.
- Working knowledge of banking software.