Loan Assistant II - Tanglewood, TX

SouthState Bank · Houston, TX · 3 wk ago

FinanceFull-time

Affirmatively track and manage the loan pipeline, loan maturities, uninsured reports, and past dues reports.
Ensure timely processing and adherence to deadlines.
Prioritize tasks effectively to meet processing goals and customer expectations.
Provide back-up support to other Loan Assistants to cover PTO requests and absences.
Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines, ensuring compliance.
Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.
Input data into loan processing systems accurately and efficiently.
Order title searches, UCC searches, appraisals, and flood certifications as needed.
Collapse closings with lenders, attorneys, insurance agents, and clients.
Initiate the disbursement of closing funds and issue loan proceeds via checks and/or wires.
Review closed and funded loans for document completion and ensure timely and accurate booking.
Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings.

Maintain clear and effective communication with an increased number of lenders (up to 2-3) and other stakeholders throughout the loan process.
Provide exceptional client service through offering assistance and responding to questions and requests for information.
Notify clients of any issues or discrepancies that may arise and assist in resolving them.

Advocate our culture by providing prompt, efficient, and exceptional customer service.
Build internal and external relationships with customers.
Demonstrate a commitment to the Company’s core values.
Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.
Participate with community organizations and in community projects.
Actively participate in learning and development for continued personal and professional development.

Ensure confidentiality of all sensitive material and matters, directing documents to the appropriate parties, obtaining approvals as necessary, and ensuring deadlines are met.
Adhere to compliance, security, and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

Excellent time management, organizational skills, and attention to detail required.
Excellent communication, and interpersonal skills.
Excellent computer skills required, especially Microsoft Office.
Ability to prioritize tasks, think and work independently.
Ability to exercise good judgment to analyze and problem solve situations that arise.
Ability to exercise personal and professional responsibility and work with limited direction.

Education: A high school diploma or equivalent is required. Bachelor’s degree or additional course work in banking, finance, or lending is an asset.
Experience: 3-4 years of experience in commercial lending documentation. 3-4 years of Loan Assistant I or comparable experience.
Training Requirements/Classes: Required annual compliance training, New Employee Orientation.

Must be able to effectively access and interpret information on computer screens, documents, and reports.
This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

This position could be in a cubicle or private office environment that may be loud throughout the day.

Travel may be required to meet with lender and/or client meetings as needed.
In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.

750 Bering Dr., Ste. 100 Houston, Texas 77057

including disabled/veterans.

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