What are the responsibilities and job description for the Lending Assistant position at First Bank Texas?
Loan Assistant Job Description
Excellence in Personal Banking
First Bank Texas is looking for creative, curious, goal oriented, relationship builders to provide
excellent customer interactions while offering customized solutions to specific needs.
Excellence in Personal Banking
First Bank Texas is looking for creative, curious, goal oriented, relationship builders to provide
excellent customer interactions while offering customized solutions to specific needs.
Company Vision
We engage with each other, customers, and our communities to ensure they say “That’s My Bank” for
generations.
We engage with each other, customers, and our communities to ensure they say “That’s My Bank” for
generations.
Position Vision
Provide a level of service and needs based relationship management that results in extreme customer
loyalty. Our
Loan Assistants use creative problem-solving skills to ensure our customers only need one bank –
First Bank Texas.
Position Summary
Our Loan Assistants have a passion for building relationships, filling customer needs and
delivering excellent customer service. The person in this position is the face of First Bank Texas
and uses their creativity, curiosity, and relationship skills to exceed customer expectations.
Provide a level of service and needs based relationship management that results in extreme customer
loyalty. Our
Loan Assistants use creative problem-solving skills to ensure our customers only need one bank –
First Bank Texas.
Position Summary
Our Loan Assistants have a passion for building relationships, filling customer needs and
delivering excellent customer service. The person in this position is the face of First Bank Texas
and uses their creativity, curiosity, and relationship skills to exceed customer expectations.
You will provide expert financial advice and great service, while adhering to established Bank
policies, procedures, and objectives. Performs any function, within scope of authority and
expertise, to provide the highest level of service and responsiveness to customers and co-workers.
Strive for excellence in conducting needs-based conversations to identify solutions for customers.
policies, procedures, and objectives. Performs any function, within scope of authority and
expertise, to provide the highest level of service and responsiveness to customers and co-workers.
Strive for excellence in conducting needs-based conversations to identify solutions for customers.
Duties and Responsibilities
- Developing and maintaining customer relationships by using our needs-based solution development
- Adhering and complying with lending procedures including compliance requirements for both
- Assisting loan officers and other personnel to ensure proper related documentation is prepared
- Sets up and maintains credit and other files for documentation compliance and exception
- Assures compliance with all Bank policies, procedures and procesess, and all applicable state
responsibilities.
- Promoting business for First Bank Texas by maintaining good customer relations and referring
- Participating in monthly branch audit activities
- At least two (2) years banking experience required
- Experience with needs-based selling
- Excellent interpersonal skills – verbal and listening proficiency
- Strong attention to detail
- Passion for providing outstanding customer service to all clients
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Reasonable accommodations statement
First Bank Texas is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Bank Texas will take steps to ensure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact LaShanna Rowe, VP of Human Resources (325) 793-5029 and/or email at lashanna.rowe@go2fbt.com
Employment with First Bank Texas is contingent upon the outcome of record checks and verifications including, but not limited to, criminal history, credit checks, employment verifications, reference checks, and employment eligibility verifications.
Senior Home Lending Advisor - Flower Mound TX
JPMorgan Chase -
Flower Mound, TX
Senior Home Lending Advisor - Hurst TX
JPMorgan Chase -
Hurst, TX
Senior Home Lending Advisor - Bedford TX
JPMorgan Chase -
Bedford, TX
