Senior Lending Assistant (Full Time) - Richardson

Position Purpose

Under limited supervision, provides advanced support to Commercial Loan Officers by performing varied administrative duties related to commercial lending. Has a thorough understanding of complex loan requirements and assists in the preparation of all types of loan packages. Serves as a liaison between lenders, internal business partners and customers. Provides executive‑assistant support by coordinating calendars and scheduling meetings, and compiles management reports.

Essential Functions and Basic Duties

• Participates with and assists loan officers on commercial and real‑estate loans.
• Coordinates with title companies on real‑estate loans.
• Provides administrative and operational support within the commercial loan function; assists loan officers in handling loans.
• Operates with no credit authority.
• Obtains financial data and provides customer service on approved lines of credit, equipment, financing loans, etc.
• Follows up and communicates consistently with clients, providing additional customer service as required.
• Coordinates the daily workflow to ensure current loans conform to terms.
• Establishes and maintains appropriate files and records for loan documents.
• Provides information necessary for loan preparation.
• Organizes and schedules loan closings.
• Gathers credit and loan information from customers to complete loan transactions.
• Coordinates loan packages and documentation for customer signatures.
• Examines loan terms, interest rates and ensures funding within established time frames.
• Ensures accurate, efficient, and timely processing of activities through proper planning and scheduling.
• Develops and prepares reports and records relating to commercial loans as required.
• Coordinates workflow with related departments.
• Drafts necessary documents and agreements.
• Provides customers with routine platform services, such as approving checks for cashing or handling customer problems.
• Handles marketing initiatives.
• Performs all other duties as needed or required.

Supervisory Responsibilities

This role has no supervisory responsibilities.

Qualifications

• Education/Certification: High School Diploma or GED.
• Experience: Minimum of 5 years commercial administrative loan assistant experience with heavy emphasis in all phases of commercial lending; SBA lending experience a plus.

Skills and Abilities

• Excellent organizational skills, ability to multi‑task, high energy, and detail‑oriented.
• Ability to read and interpret safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write routine reports and correspondence.
• Effective public speaking and presentation skills; ability to speak before groups of customers or employees.
• Strong written and verbal communication skills.
• Ability to calculate figures such as discounts, interest, and other financial metrics.
• Problem‑solving ability in non‑standardized situations with multiple variables.
• Ability to interpret written, oral, diagram, or schedule instructions.
• Judgment and decision‑making with limited guidance.
• Maintain confidentiality and instill trust within the organization.
• Proficiency in Microsoft Word, Excel, Teams, and PowerPoint.
• Essential ability to multitask.

Physical Requirements

• Average hearing – able to hear normal conversations and receive ordinary information.
• Repetitive motion – frequent use of wrists, hands, and/or fingers.
• Average visual acuity – necessary to prepare or inspect documents.
• Sedentary work – sitting most of the time; occasional exertion of up to 10 lb of force.

Working Conditions

Typical office environment with no hazardous or significantly unpleasant conditions.

Additional Abilities

• Reasoning: Apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
• Mathematics: Compute discounts, interest, profit, loss, commissions, ratios, proportions, percentages, and perform simple algebra.
• Language: Read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.

Schedule

Monday – Friday: 7:30 AM – 4:30 PM (40 hours per week)