• Lending Assistant II, III, or Senior

    Job Locations US-TX-Dallas
    Req #
    2019-10371
    Type
    Full-Time
    Category
    Administrative Support
    Location Name
    Dallas, TX - Dallas Hillcrest
    Availability
    Monday-Friday 8:00am to 5:00pm
  • Job Summary

    The Lending Assistant supports loan officers in an administrative capacity within a highly engaged, high service environment. Provides administrative support requiring knowledge of lending operations and procedures. Responsible for servicing clients promptly and professionally in addition to the processing and handling of any functions related to loan activities. Facilitates monetary requests (advances, payments, transfers, overdrafts). Assist sclients regarding loan and demand deposit related matters.

     

     

    Essential Functions

    1. Monitors and reports on loan payments, payments that are past dues, overdrawn accounts, and NSF’s on a daily basis.
    2. Prepares, indexes, and maintains customer files and documents.
    3. Handles customer needs including inquiries, debit/credit accounts, and wire transfers.
    4. Updates/Prints loan volumes on a monthly basis.
    5. Prepares loan memos and correspondence.
    6. Obtains collateral documents to be utilized as security on loans. Delivers completed collateral packages to collateral department and assists collateral department in correcting ongoing collateral deficiencies. Works with the Loan Officers in approving the release, substitution or collateral in accordance with loan policy.
    7. Releases collateral on paid-off loans.
    8. Assists with Working Exceptions and Elimination of Same.
    9. Sets up and coordinates meetings and makes travel arrangements.
    10. Assists Credit Analysts with the completion of loan documents and proofs the loan documents for signatures.
    11. Coordinates and posts inspections on a weekly basis.
    12. Types checks for FBO accounts and publishes on a weekly basis.
    13. Prepares expense account reimbursement forms as necessary.
    14. Works with Loan Analysis Department in developing analytical work-ups on credits.
    15. General office support including; receptionist relief, notarizing documents, ordering supplies and fax/copy/scan duties.

     

    Job Requirements

    • High school diploma, general education degree (GED) or equivalent required; Bachelor’s degree in Business or related field preferred.
    • 3 or more years of experience in related field of expertise. Previous experience as a lending assistant in commercial banking strongly desired.
    • Excellent verbal, written and interpersonal communication skills.
    • Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system.
    • Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

     

    About the Company

    At PlainsCapital, we’ve always had a trailblazing spirit. PlainsCapital was founded in 1988 by Alan White and a group of investors who raised the capital to acquire Plains National Bank, a Lubbock financial institution with one branch and $198.8 million in assets.  Alan, who retired from his post as Chairman of PlainsCapital Bank in 2019, partnered with a team of young bankers who dreamed of bringing relationship banking to Lubbock, and they began to grow the bank one relationship at a time.

     

    Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. Under the leadership of President and Chief Executive Officer Jerry Schaffner, we have a statewide presence with more than 60 locations in all major Texas markets. We are a strong and stable financial institution and a trusted community partner. We take pride in helping our customers blaze trails of their own, whether launching or expanding a business, raising a family, or moving into retirement. Our diverse range of services includes commercial banking, treasury management, private banking, and wealth management, as well as consumer banking.

     

    To learn more, please visit us online at plainscapital.com/about.

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