Loan Assistant, Commercial Real Estate
Overview
You will own loan processing and administrative support for commercial real estate loans at a growing bank. You will manage loan documentation, customer service, and compliance tasks in a fast-paced office environment. You will work alongside lenders and other support staff to ensure accurate and timely loan servicing. You will use Microsoft Office daily to produce documents and manage schedules. This role requires 1+ years of commercial real estate loan experience and offers career growth in the banking industry.
What You'll Do9
- 1Take loan applications, obtain credit reports, and process credit denials per regulations.
- 2Produce loan documents and renewals accurately and timely using Microsoft Office.
- 3Greet customers, accept payments, and assist with routine account issues.
- 4Handle incoming calls, mail, and image documents into the electronic filing system.
- 5Call and write to past-due customers to collect payments.
- 6Obtain necessary documents and legal papers for loans, and service loans including payoffs and quotes.
- 7Monitor schedules to resolve conflicts and set up meetings and conference calls.
- 8Work exception reports and cross-sell banking products and services to customers.
- 9Comply with privacy policies and federal, state, and local regulations, and complete training.
Requirements9
- 11+ years of loan administrative experience in commercial real estate loans.
- 22+ years of customer service experience.
- 3High School diploma or equivalent required; Associates degree preferred.
- 4Expert knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook).
- 5Ability to handle sensitive information with integrity and confidentiality.
- 6Must live within 30 minutes of the bank in Rockwall, TX.
- 7Proficiency with office equipment including computers, phones, and copiers.
- 8Ability to sit, use hands for repetitive motions, and work on a computer for 6-8 hours daily.
- 9Strong time management and organizational skills, with ability to adapt to change.
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