Loan Assistant
On-site · Henrietta, Texas, United States
Job Summary
Processes and administers loans across consumer, commercial, and real estate loans; acts as direct contact with customers, lender and loan operations, providing customer service, researching discrepancies, and resolving issues; coordinates document preparation and title work with attorneys, orders loan documentation, reviews final documents for correct rates/terms, and conducts pre- and post-closing reviews; manages the loan documentation pipeline, assists with closings and servicing tasks (payments, insurance), prepares payoff quotes, and ensures compliance with banking policies and regulatory processes (e.g., Patriot Act); maintains knowledge of banking products and market trends to better identify and service customer needs.
Required Qualifications
- High School education or equivalent required
- Two plus (2+) years of banking or related experience
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