Top 32 Loan assistant Jobs in Mckinney, Tx

Loan Assistant II - McKinney, TX
South State Bank —McKinney, TX
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
4d
Administrative Assistant
Dept of Family & Protectve Svc —McKinney, TX
- $2,694.34 - $3,404.91 a month
- Overtime
- Background check
- Word processing
- Computer literacy
- Paid holidays
- Dental insurance
Quick Apply
2d
Commercial Loan Assistant II
First United Bank & Trust —Frisco, TX
- Email
- Computer literacy
- Basic math
- Mid-level
Quick Apply
Commercial Banking Assistant II
Bank OZK —Frisco, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Dental insurance
- Paid time off
Loan Assistant Supervisor
First United Bank & Trust —Plano, TX
- Email
- Bachelor of Science
- Mid-level
- Office
Quick Apply
Commercial Loan Processing Specialist
Harmony Bank —Garland, TX
- Full-time
- Microsoft Excel
- Customer service
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Escrow Assistant - Title Insurance
Essent Guaranty, Inc. —Frisco, TX
- Office
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
Escrow Officer Representative - McKinney, TX
Anywhere Real Estate —McKinney, TX
- Full-time
- Mid-level
- High school diploma or GED
- Business development
- Wellness program
- Paid parental leave
Commercial Lending Assistant
American National Bank of Texas —Allen, TX
- Overtime
- 7 years
- Computer literacy
- Basic math
Quick Apply
Home Lending Product and Transformation Executive Assistant
JPMorganChase —Plano, TX
- Full-time
- 5 years
- Office
- Senior level
- Health insurance
- Tuition reimbursement
11d
Commercial Portfolio Manager
South State Bank —McKinney, TX
- Full-time
- Microsoft Word
- Customer service
- Computer literacy
- On-the-job training
Mortgage Loan Originator Assistant
Texans Credit Union —Richardson, TX
- Full-time
- Mid-level
- High school diploma or GED
- Travel
Quick Apply
Mortgage Loan Originator
Highland HomeLoans —Plano, TX
- Full-time
- Mid-level
- Office
- High school diploma or GED
AVP Sr Relationship Assistant
Susser Bank —Plano, TX
- 5 years
- Office
- Analysis skills
Quick Apply
11d
Mortgage Production Associate
Cornerstone Home Lending —Dallas, TX
- Computer literacy
- Mid-level
- Office
- Paid parental leave
- Health savings account
Senior Lending Assistant (Full Time) - 14th St. Plano
PROSPERITY BANK —Plano, TX
- Full-time
- Microsoft Excel
- Public speaking
- Mid-level
Loan Administration Specialist III
TEXAS SECURITY BANK —Dallas, TX
- Full-time
- Mid-level
- Office
- SharePoint
Quick Apply
Bilingual Mortgage Loan Assistant
First United Bank & Trust —Plano, TX
- Email
- Spanish
- Customer service
- Office
Quick Apply
Corporate Banking Loan Operations Manager
Cornerstone Capital Bank, SSB —Plano, TX
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
- Paid parental leave
- Health savings account
Loan Originator NE - North Dallas
PrimeLending —Plano, TX
- Part-time
- Mid-level
- Office
- High school diploma or GED

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loan assistant jobs near mckinney, tx

Loan Assistant II - McKinney, TX

South State Bank -
McKinney, TX

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Job Details

Full-time
4 days ago

Benefits

Paid time off

Qualifications

Computer operation
Commercial banking expertise
Customer communication
High school diploma or GED
Desktop applications
Productivity software
Stakeholder relationship building

Full Job Description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

The responsibility of a Loan Assistant II is to direct the timely processing and fulfillment of Commercial loans. Additional tasks may be assigned at the direction of the Market Leaders. As a Loan Assistant II, you will play a critical role with the deal team managing simple and semi complex commercial loans and basic to semi complex client relationships. You will be responsible for the accuracy and uniformity of all loan documents to minimize the risk of loss to the Bank. Additionally, you will assist with loan issue investigations and resolution.

This position requires a solid understanding of loan products and procedures, making it ideal for candidates with prior experience in loan processing and customer service within the commercial lending industry.

ESSENTIAL FUNCTIONS

PRIMARY RESPONSIBILITIES

Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports , ensuring timely processing and adherence to deadlines.

Prioritize tasks effectively to meet processing goals and customer expectations.

Provide back-up support to other Loan Assistants to cover PTO requests, and absences.

Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance

Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.

Input data into loan processing systems accurately and efficiently.

Order title searches, UCC searches, appraisals and flood certifications as needed.

Coordinate closings with lenders, attorneys, insurance agents and clients.

Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires.

Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner.

Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings

Lender / Customer Support

Maintain clear and effective communication with an increased number of lenders (up to 2-3), and other stakeholders throughout the loan process.

Provide exceptional client service through offering assistance and responding to questions and requests for information

Notify clients of any issues or discrepancies that may arise and assist in resolving them.

Culture Champion

Advocate our culture by providing prompt, efficient, and exceptional customer service.

Build internal and external relationships with customers.

Demonstrate a commitment to the Company’s core values.

Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.

Participate with community organizations and in community projects.

Actively participate in learning and development for continued personal and professional development.

Confidentiality and Compliance

Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.

Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

SKILLS NECESSARY

Excellent time management, organizational skills, and attention to detail required.

Excellent communication, and interpersonal skills.

Excellent computer skills required, especially Microsoft Office.

Ability to prioritize tasks, think and work independently.

Ability to exercise good judgment to analyze and problem solve situations that arise.

Ability to exercise personal and professional responsibility and work with limited direction.

Qualifications, Education, and Certification Requirements

Education : A high school diploma or equivalent is required. Bachelor’s degree or additional course work in banking, finance or lending is an asset.

Experience :
3-4 years of experience in commercial lending documentation.

3-4 years of Loan Assistant I or comparable experience.

TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

TRAVEL
Travel may be required to meet with lender and/or client meetings as needed. In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.

Work Location: 6751 Virginia Pkwy. McKinney, Texas 75071

Equal Opportunity Employer, including disabled/veterans.

Apply Now

Refine Your Search

loan assistant jobs in mckinney, tx

Loan Assistant II - McKinney, TX

Administrative Assistant

Commercial Loan Assistant II

Commercial Banking Assistant II

Loan Assistant Supervisor

Commercial Loan Processing Specialist

Escrow Assistant - Title Insurance

Escrow Officer Representative - McKinney, TX

Commercial Lending Assistant

Home Lending Product and Transformation Executive Assistant

Commercial Portfolio Manager

Mortgage Loan Originator Assistant

Mortgage Loan Originator

AVP Sr Relationship Assistant

Mortgage Production Associate

Senior Lending Assistant (Full Time) - 14th St. Plano

Loan Administration Specialist III

Bilingual Mortgage Loan Assistant

Corporate Banking Loan Operations Manager

Loan Originator NE - North Dallas

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