Commercial Lending Assistant

Job Summary:

Provide administrative support to the organization’s SVP/Commercial Lending Officer by performing a variety of tasks, including preparing loan approval forms and packages, and organizing and maintaining files.

Duties/Responsibilities:

• Work closely with the loan officers.
• Prepare loan approval forms to be submitted to the loan operations department, loan committee, and/or the Board of Directors.
• Prepare loan packages to be submitted to the loan operations department for document preparation.
• Order title work and closing statements.
• Work with insurance companies for proper collateral coverage.
• Maintain loan officer’s exceptions and submit proper documentation to the loan operations department to clear exceptions.
• Communicate with the borrowers.
• Receive and prepare draw requests and submit them to loan operations for payment.
• Order Inspections on draw requests.
• Manage loan officer’s calendar, schedule appointments, and organize meetings.
• Perform other duties as assigned by management.

Required Skills/Qualifications:

• Strong oral and written communication skills; ability to communicate effectively and professionally in writing, in person, and over the phone.
• Proficient in Microsoft Office, especially Word, Excel, and PowerPoint.
• Knowledge of commercial real estate loans.
• Knowledge of commercial real estate, C&I, and consumer loan documentation requirements.
• Knowledge of business entity types and required documentation, including CIP documentation.
• Knowledge of Title Policies and UCC filing requirements.
• Excellent organizational, problem-solving, and analytical skills; able to manage priorities and workflow.
• Must have good time management and problem-prevention skills.
• Ability to work independently and as part of a team.
• Willingness and ability to adapt to changing business needs and deadlines.

Education and Experience:

• Associate’s degree preferred.
• Minimum 2 years of experience in an administrative role, or an equivalent combination of education and experience.
• Minimum 2 years of experience in commercial loan processing.

Harmony Bank is an equal opportunity and affirmative action employer. Qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as protected veterans.

Job Type: Full-time

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• loan assistant: 1 year (Required)

Ability to Commute:

• Ennis, TX 75119 (Required)

Work Location: In person