Loan Assistant II, III, or Senior

US-TX-Houston
Req #
2017-6926
Type
Full-Time
Category
Administrative Support
Houston, TX - Kirby Grove
Availability
Monday-Friday 8:00am-5:00pm
Company Name
PlainsCapital Bank

Job Summary

The Loan Assistant supports loan officers in an administrative capacity within a highly engaged, high service environment. Provides administrative support utilizing 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 clients 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 Credit 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; Associate's or Bachelor’s degree in Business or related field a plus.
  • 3 or more years of experience in related field of expertise. Previous experience supporting a commercial loan officer with a heavy commercial real estate and C&I portfolio strongly preferred.
  • 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 Bank, we’ve always had a trailblazing spirit. PlainsCapital Bank was founded in 1988 by current Chairman Alan B. White and a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and $198.8 million, they began growing the bank one relationship at a time.


Today, PlainsCapital Bank is one of the largest banks in Texas based on deposit market share. 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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