Lending Assistant

Job: Lending Assistant - Location: Houston, TX

At Wallis Bank we are a full-service community bank with the ability to serve the needs of all our customers, from the smallest rural customers to the largest international customers. We are looking for a well qualified Lending Assistant to join our team.

What we Offer:

• Competitive Pay and Benefits Packs
• Health, Dental, Life Insurance
• 401k
• PTO

Qualifications - Lending Assistant

• Associate's Degree or higher
• At least 6monthd - 1 year of relevant lending experience
• Computer skills required: High level proficiency in Microsoft Office Suite.
• Knowledge of lending operations and closing procedures.
• Ability to calculate figures and amounts to apply math concepts.
• Willingness to learn new tasks and approaches for accomplishing assignments

Responsibilities - Lending Assistant

• Process documents received for each file, verifying the accuracy and completeness of each document.
• Prepare draw requests on lines of credit, commercial loans and on real estate construction loan files.
• Prepare loan cancellations/denials and adverse action letters.
• Prepare and maintains files, databases, records, and the “applications in process/pipeline reports” for the loan officer.
• Order business entity searches in gathering any documents needed for loan processing.
• Tracks documents including hazard insurance, flood insurance, vehicle titles, UCC filings, and financial statements.
• Assist customers on the closing of loans.
• Assist in coordinating loans with escrow companies, customers and other lenders.
• Remain current on government regulations related to lending and internal policies.
• Act as secondary contact in order to enhance customer relationship.
• Assist customers with general loan related questions.
• Assist in the resolution of daily NSF issues.
• Assist on loan portfolios for collateral and financial exceptions.
• Sort and distribute incoming mail and deliveries as well as prepare outgoing mail and correspondence, including e-mail and faxes.
• Effectively communicate with title companies and customers by phone and in person to coordinate a loan closing.
• Assist loan officer with expense reports.
• Attain clear to close and insurance clearance from loan operations.
• Prepares Consumer Identification Program form (CIP) and beneficial ownership (BOF).
• Completes annual required compliance training.
• Must be willing to participate in at least one CRA related event.
• Performs other duties as assigned by management.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Customer service: 1 year (Preferred)
• Loan processing: 1 year (Preferred)

Work Location: In person