Conroe

Lending Assistant

Job Locations US-TX-Dallas
Posted Date 1 week ago(9/11/2020 12:15 PM)
ID
2020-1157
# of Openings
1
Category
Lending

Overview

JOB SUMMARY:
Interview loan applicants to solicit information; investigate applicants' backgrounds and verify references; prepare loan request papers; and forward findings, reports, and documents to lender. Review loan papers to ensure completeness, and complete transactions between loan establishment, borrowers, and sellers upon approval of loan.

Responsibilities

ESSENTIAL FUNCTIONS:
 Verify and examine information and accuracy of loan application and closing documents
 Calculate, review and correct errors on interest, principal, payment and closing costs using computers or calculators
 Assembles and compile documents for loan closings, such as title abstracts, insurance forms, loan forms and tax receipts
 Prepare and type loan applications, closing documents, legal documents, letters, forms government notices and check
 Submit loan applications with recommendation for underwriting approval
 Check value of customer collateral to be held as loan security
 Present loan and repayment schedules to customers
 Contact customers by mail, telephone or in person concerning the acceptance or rejections of applications
 Review customer accounts in order to determine whether payments are made on time and that other loan terms are being followed
 Answer questions and advise customers regarding loans and transactions


ADDITIONAL DUTIES AND RESPONSIBILITIES:
 Assist lending team as necessary
 Completes clerical tasks such as filing, photocopying, faxing documents, scanning, organizing and maintaining files
 Perform notary services for the bank as needed
 Complete other tasks as assigned


SKILLS:
 Achieve a high standard with work processes and outcomes
 Take responsibility for one owns learning and development
 Multi-task, set priorities and goals in timely manner
 Work with others as a team

 

PROCEDURES:
 Follow commercial loan funding and compliance checklist; provide all disclosures as required by regulations; report
HMDA relationships accurately; refer to Spirit of Texas Bank loan policies and procedures

 

Qualifications

EXPERIENCE AND EDUCATION:
 One to two years of experience
 High school diploma

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