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Loan Assistant

LEGEND BANK
Posted 4 days ago, valid for 14 days
Location

Whitewright, TX, US

Salary

Competitive

Contract type

Full Time

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Sonic Summary

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  • The job position is located in Whitewright, TX and is a full-time role focused on processing and administering various types of loans including consumer, commercial, and real estate loans.
  • The primary responsibilities include acting as a direct contact for customers and lenders, performing customer service activities, and ensuring compliance with banking policies and regulations.
  • Candidates are expected to have a minimum of two years of banking or related experience, and a high school education or equivalent is required.
  • The role involves managing loan documentation, conducting pre and post-closing file reviews, and monitoring loans for compliance and payment issues.
  • While the salary is not explicitly stated, the position offers opportunities for growth within an Equal Opportunity Employer environment.

Job DetailsJob Location: Whitewright - Whitewright, TX 75491Position Type: Full TimePRIMARY FUNCTION   Processes and administers existing loans in one or more of the following areas: consumer, commercial, and real estate loans.   ESSENTIAL DUTIES AND RESPONSIBILITIES   Acts as direct contact with customers, Lender and Loan Operations through loan process. Performs a variety of customer service activities including responding to requests, researching discrepancies and resolving issues. Communicates with attorney, if necessary, on document preparation and title work. Orders loan documentation though Loan Operations. Reviews the final documents noting proper rates, terms and conditions of the loan, ensures appropriate approvals and actions are taken for a successful loan closing. May assist the Lender with closings. Conducts a pre-closing and a post-closing file review and forwards the file to Central Loans for booking, scanning and filing. Manages the loan documentation pipeline by updating officer and borrower on loan status, ensuring timely preparation of the loan process. May be responsible for the servicing of loans, (e.g. payments, insurance, etc). Prepares payoff quotes and forwards to lenders and/or client. Monitors loans, partners with Lender to discuss past due ticklers and records documentation. Contacts clients to request financials on past due loans. Forwards financials to Analyst to spread. Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act. Maintains knowledge of banking products and services, as well as knowledge of the industries or market areas served. Keeps informed of current developments and market trends, to further identify and service the customer’s needs. QualificationsEDUCATION: High School education or equivalent required.     RELATED WORK EXPERIENCE: Two plus (2+) years of banking or related experience. Legend Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. FDIC-Insured  




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