Lending Assistant

Responsibilities

• Provide administrative support for Loan Officers and/or lending teams.
• Generate reports and monitor activity within assigned loan portfolios.
• Review exception reports and resolve exceptions promptly.
• Avoid overdraft/NSF decisions.
• Review past due reports and assist with client notifications when appropriate.
• Prepare and maintain accurate customer loan files and correspondence.
• Facilitate client transactions and account maintenance requests (e.g., payments, wire transfers, deposits, address changes); coordinate with Retail Banking and other departments as needed.
• Assist clients with account inquiries and basic loan documentation questions.
• Cook with Loan Officers, borrowers, and Loan Operations to ensure loan files are complete and accurate; collect required documentation and resolve deficiencies.
• Review inspection reports and coordinate with Loan Operations and Loan Officers to ensure inspections are scheduled and completed.
• Perform general office support duties including receptionist relief, notarizing documents, ordering supplies, and document handling (fax/copy/scan).
• Greet clients, assess their needs, and assist or direct them appropriately.
• Perform other duties as assigned.

Qualifications

• A high school diploma, general education degree (GED) or equivalent required.
• 1 to 3 years of experience in related field of expertise.
• Familiarity with loan documentation a plus.
• Excellent verbal, written and interpersonal communication skills.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system.
• Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

About the role

PlainsCapital Bank is currently looking to hire a Lending Assistant to work at our Preston Center location in Dallas, Texas.