Lending Assistant

Galveston, TX 77550

Posted: 03/09/2023 Industry: Banking/Credit Union/Mortgage Job Number: 4951 Pay Rate: 20.00

Job Description

Job description
Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

Essential Functions And Basic Duties

*Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
*Makes transfers for businesses. Processes loan payments and tracks insurance on business loans.
*Monitors disbursements on construction and development loans.
*Types a variety of documents, records, and reports.
*Maintains, organizes, and updates business files. Makes address changes as needed.
*Opens, sorts, and distributes mail. Monitors needs of New Accounts and provides back up as necessary.
*Assumes responsibility for establishing and maintaining effective business relations with customers.
*Assists with questions and problems courteously and promptly.
*Obtains and conveys information as needed. Maintains the Bank's professional reputation.
*Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
*Assists, supports, and replaces Commercial Lending personnel as needed. Obtains and conveys information as needed.
*Attends and participates in meetings as required.
*Assumes Responsibility For Related Duties As Required Or Assigned.
*Assists in preparing loan documents.
*Ensures that work area is clean, secure, and well maintained.
*Completes special projects as assigned.



EOE

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Tifani Watson

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