- Independent Texas-owned community bank with a strong reputation since 1958.
- Committed to improving the financial well-being of customers, local businesses, and communities.
- Emphasizes integrity, excellence, mutual respect, and professionalism.
- Offers skill-building opportunities and multiple paths for career advancement.
- Focuses on competitive compensation and opportunities for professional growth.
- Combines personalized customer service with modern banking solutions.
- Opportunity to contribute to a bank that actively supports education, community outreach, and economic development.
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What you will be doing:- Provide lending support to loan officers within the department.
- Process data input for loans originated or renewed in the loan software and coordinate, close, and fund loans.
- Answer telephones in a team environment, relay messages, and handle inquiries or problems independently whenever possible.
- Act as a liaison with other bank personnel, customers, and prospective clients.
- Provide secure, accurate, responsive, and courteous customer service to internal and external customers at all times.
- Maintain strict confidentiality of customer and banking relationships.
- Serve as a trusted advisor to every internal and external customer by consistently demonstrating trusted advisor skills to help customers identify and achieve their financial goals.
- Take loan applications, gather information for loan requests, pull credit reports, and prepare information for loan officers to review.
- Prepare worksheets for new and renewal loans and monitor loans coming due.
- Process data input for consumer and commercial non-real estate loans in the loan software.
- Organize final loan documents, set and conduct closings, and complete post-closing funding and documentation tasks.
- Perform daily tasks with a sense of urgency to meet customer needs (e.g., wire transfers, account transfers, payments, draw requests, and other general banking needs).
- Provide loan officer proxy support to approve loans with loan officer approval within guidelines of loan policy and loan officer lending limits.
- Assist loan officers in gathering financial information from customers.
- Assist loan officers with overdrafts and past-due loan payments.
- Approve checks and deposits when tellers call.
- Complete Adverse Action Notices on loan declines.
- Clear and work exception lists per loan officer request.
- Provide notary services for customers.
- Perform other duties as requested by the supervisor or other bank management representatives.
Experience you will need:- High school diploma or GED with relevant experience.
- Three years of banking experience or equivalent; lending experience preferred.
- Proficiency in computer skills (Word and Excel) and general office skills.
- Good command of loan documentation and credit-related processes, including vehicle title transactions.
- Ability to prioritize and multi-task.
- Ability to make decisions and exercise initiative to meet customer needs.
- Good oral and written communication skills.
- Ability to pass and maintain satisfactory results for Trusted Advisor Certification.
- Ability to maintain customer confidentiality.
- Knowledge of basic math calculations.
- Good keyboarding skills.
- Ability to read and understand regulations, policies, and procedures; uses grammatically correct and clear oral and written communication.
- Ability to work in a fast-paced environment and work well within a team while maintaining a positive customer service demeanor and attitude.
- Must comply with all bank policies and procedures related to the job and/or consistent with business necessity.
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