Executive Lending Assistant
Bastrop, TX Bastrop, TX Full-time Full-time Estimated:
$35.
3K - $44.
7K a year Estimated:
$35.
3K - $44.
7K a year Description:
Range of Responsibility:
Work with commercial loan officers processing loan applications through closing.
Perform all duties in conformity with applicable regulations and bank policies.
Work under limited supervision with moderate latitude for independent judgement.
Essential Functions:
Provide administrative support by arranging appointment schedule; assisting with loan applications; obtaining credit reports; typing personal and commercial loan documents; closing loans with the customer; filing for recordation title and UCC liens; providing completed documentation to loan administration department and assist with RE modification worksheets.
Prepare application loan packets for commercial loans.
Assist with collection of financial statements, income tax returns, insurance, rent rolls, lease agreements.
Order all paperwork related to each specific real estate loan, i.
e.
, appraisals, surveys, title policies, legal documents, etc.
Correspond with title companies, surveyors, appraisers, borrowers, realtors, attorneys, etc.
relating to the real estate loan being processed.
Coordinate closings with the borrower, loan officer, seller, and title company.
Work with the loan department to ensure that all required documentation is in place prior to a closing.
Work with Loan Officers/Real Estate loan operations with any real estate work they are performing.
Prepare loans for closing.
Process approved RLOC and interim construction draws and pay downs.
Maintain good knowledge of all bank policy/procedures/services so as to identify additional customer needs and/or respond to inquiries, making proper referrals when appropriate.
Stay abreast of changes in the banking field through self-study and both in-house and outside opportunities for continued education and training.
Requirements:
Minimum
Qualifications:
High school graduation or equivalent.
Four years of customer service experience.
Preferred:
Two years of real estate and financial services experience.
Must also have the following demonstrated knowledge, skills, and abilities:
Current knowledge of real estate loan documentation and title company requirements; real estate regulations including but not limited to Truth in Lending, Flood Disaster, HUD, and HMDA.
Ability to read and comprehend various types of loan and related support documentation.
Ability to read, comprehend, and technically apply written policies, procedures and regulations.
Good basic math and typing skills.
Ability to use bank equipment, computer systems including PC applications using spreadsheet, word processing, and database software.
Ability to maintain objectivity and independence.
Company Conformance:
In compliance with all applicable regulations and Bank policies, the employee is expected to successfully produce quality work within deadlines, with or without supervision; interact professionally with other employees, customers, and vendors, while always respecting the need for confidentiality of customer information.
The employee will work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Furthermore, the employee is encouraged to actively represent the Bank to customers and the general public in ways that promote the integrity, validity, and mission of the Bank by participating in community organizations, events, and activities.
Regular and punctual attendance is expected and appropriate attire is required at all times, while either performing job functions or representing the Bank at outside events and activities.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
$35.
3K - $44.
7K a year Estimated:
$35.
3K - $44.
7K a year Description:
Range of Responsibility:
Work with commercial loan officers processing loan applications through closing.
Perform all duties in conformity with applicable regulations and bank policies.
Work under limited supervision with moderate latitude for independent judgement.
Essential Functions:
Provide administrative support by arranging appointment schedule; assisting with loan applications; obtaining credit reports; typing personal and commercial loan documents; closing loans with the customer; filing for recordation title and UCC liens; providing completed documentation to loan administration department and assist with RE modification worksheets.
Prepare application loan packets for commercial loans.
Assist with collection of financial statements, income tax returns, insurance, rent rolls, lease agreements.
Order all paperwork related to each specific real estate loan, i.
e.
, appraisals, surveys, title policies, legal documents, etc.
Correspond with title companies, surveyors, appraisers, borrowers, realtors, attorneys, etc.
relating to the real estate loan being processed.
Coordinate closings with the borrower, loan officer, seller, and title company.
Work with the loan department to ensure that all required documentation is in place prior to a closing.
Work with Loan Officers/Real Estate loan operations with any real estate work they are performing.
Prepare loans for closing.
Process approved RLOC and interim construction draws and pay downs.
Maintain good knowledge of all bank policy/procedures/services so as to identify additional customer needs and/or respond to inquiries, making proper referrals when appropriate.
Stay abreast of changes in the banking field through self-study and both in-house and outside opportunities for continued education and training.
Requirements:
Minimum
Qualifications:
High school graduation or equivalent.
Four years of customer service experience.
Preferred:
Two years of real estate and financial services experience.
Must also have the following demonstrated knowledge, skills, and abilities:
Current knowledge of real estate loan documentation and title company requirements; real estate regulations including but not limited to Truth in Lending, Flood Disaster, HUD, and HMDA.
Ability to read and comprehend various types of loan and related support documentation.
Ability to read, comprehend, and technically apply written policies, procedures and regulations.
Good basic math and typing skills.
Ability to use bank equipment, computer systems including PC applications using spreadsheet, word processing, and database software.
Ability to maintain objectivity and independence.
Company Conformance:
In compliance with all applicable regulations and Bank policies, the employee is expected to successfully produce quality work within deadlines, with or without supervision; interact professionally with other employees, customers, and vendors, while always respecting the need for confidentiality of customer information.
The employee will work effectively as a team contributor on all assignments; and work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Furthermore, the employee is encouraged to actively represent the Bank to customers and the general public in ways that promote the integrity, validity, and mission of the Bank by participating in community organizations, events, and activities.
Regular and punctual attendance is expected and appropriate attire is required at all times, while either performing job functions or representing the Bank at outside events and activities.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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