Lending Assistant I
About the role
We’re always looking for bright individuals to join our growing organization. As part of the First Financial Family, we invest in your development and provide a dynamic work environment where you’re challenged, valued, and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
Office Location: Fulshear, Texas, United States
Responsibilities
- Perform administrative duties for one or more senior-level loan officers engaged in commercial/consumer loans.
- Type, file, answer phones, greet, and assist customers and prospective customers.
- Assist customers with the loan application process and prepare applications for lending officers’ review.
- Coordinate with loan processors to complete and return documentation for closing in a timely manner once the loan has been approved.
- Handle special projects as assigned.
- Actively participate in the Customer Service First sales and service culture, support the values of the organization, and follow established company policies and procedures.
The incumbent has frequent contact with customers and other department employees in person, by telephone, and email. It is important to function efficiently under deadlines while maintaining a professional and mature demeanor.
Requirements
- High school graduate with at least three years of secretarial/administrative experience; commercial or personal loan experience preferred.
- Strong mathematical and general business knowledge.
- Proficiency in word processing and spreadsheet software.
- Excellent grammar, punctuation, written, and verbal communication skills.
- Strong customer relations skills and a professional demeanor.
- Ability to handle multiple tasks in a fast-paced, stressful environment with accuracy, flexibility, reliability, and initiative.
- Commitment to confidentiality.
Qualities most important to this position include good customer relations, communication skills, and the ability to work effectively under pressure.