Lending Assistant IV

Address

We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.

Job Description:

Office Location:

Southlake, Texas

SCOPE/CONTACTS:         

This is a multi-incumbent position reporting multiple loan officers who have a large or major loan portfolio(s).  Due to the experience and proficiency level of this job, the incumbent receives only general supervision.  The incumbent has frequent customer contact by telephone and e-mail. Assists customers with routine problems and resolves or refers to other departments or supervisor. Must exercise good human relation skills at all times in interaction with customers and bank staff.

ESSENTIAL FUNCTIONS:

• Perform administrative duties for one or more Sr. level loan officers engaged in consumer/commercial loans. 
• Type, file, answer phone, greets and assists customers and prospective customers via phone or email.
• Prepare loan documentation and follow up to ensure conformity to Bank's lending processes.
• Handle special projects as assigned. 
• Must actively participate in Customer Service First sales and service culture, support the values of the organization and follow established company policies and procedures.

MINIMUM QUALIFICATIONS: 

• Requires mathematical and general business knowledge normally acquired by high school graduate and at least six years secretarial/administrative experience, commercial or personal loan experience preferred.
• Bachelor's degree with two years administrative experience will substitute for required experience. 
• Qualities most important to this position are: good customer relations and communications, accuracy, flexibility, reliability, initiative, confidentiality, and ability to handle multiple tasks at a time and work under stress. 
• Word processing and spreadsheet software experience required. 
• Must be proficient in grammar, punctuation, written and verbal communication skills. 
• Customer relations skills and professional demeanor is extremely important.

The above statements reflect the general details considered necessary to decide the principal functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent in the job.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)