Top 34 Loan assistant Jobs in Mckinney Tx

Loan Assistant
Legend Bank —Whitewright, TX
- Full-time
- Writing skills
- Office
- High school diploma or GED
- Health savings account
- Health insurance
Quick Apply
4d
Loan Assistant II - McKinney, TX
South State Bank —McKinney, TX
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
20h
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
12d
Mortgage Loan Originator Assistant
Texans Credit Union —Richardson, TX
- Full-time
- Mid-level
- High school diploma or GED
- Travel
Quick Apply
Bilingual Mortgage Loan Assistant
First United Bank & Trust —Plano, TX
- Email
- Spanish
- Customer service
- Office
Quick Apply
Escrow Assistant - Title Insurance
Essent Guaranty, Inc. —Frisco, TX
- Office
- Administrative experience
- High school diploma or GED
- Health insurance
- Dental insurance
Mortgage Production Associate
Cornerstone Home Lending —Dallas, TX
- Computer literacy
- Mid-level
- Office
- Paid parental leave
- Health savings account
Home Lending Product and Transformation Executive Assistant
JPMorganChase —Plano, TX
- Full-time
- 5 years
- Office
- Senior level
- Health insurance
- Tuition reimbursement
7d
Commercial Lending Assistant
American National Bank of Texas —Allen, TX
- Overtime
- 7 years
- Computer literacy
- Basic math
Quick Apply
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
Senior Tech, Engineering Project Assistant (Onsite)
Collins Aerospace —Richardson, TX
- $43,400 - $82,600 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid holidays
- Loan repayment program
1d
Senior Lending Assistant (Full Time) - 14th St. Plano
PROSPERITY BANK —Plano, TX
- Full-time
- Microsoft Excel
- Public speaking
- Mid-level
AVP Sr Relationship Assistant
Susser Bank —Plano, TX
- 5 years
- Office
- Analysis skills
Quick Apply
7d
Escrow Team Lead (Full Time) - Plano
PROSPERITY BANK —Plano, TX
- Full-time
- Microsoft Word
- Computer literacy
- Basic math
Escrow Funder
Gardes & Associates, LLC —Dallas, TX
- $60,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Design Assistant
Cantoni, LLC —Dallas, TX
- Weekends as needed
- Organizational skills
- Entry level
Quick Apply
Loan Administration Specialist III
TEXAS SECURITY BANK —Dallas, TX
- Full-time
- Mid-level
- Office
- SharePoint
Quick Apply
Escrow Assistant
Residential Services Group —Garland, TX
- $15 - $20 an hour
- Full-time
- Background check
- Spanish
- Microsoft Excel
Quick Apply
2d

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loan assistant jobs near mckinney tx

Loan Assistant

Legend Bank
Whitewright, TX

Quick Apply

Job Details

Full-time
4 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Life insurance
Referral program

Qualifications

UCC law
Writing skills
High school diploma or GED
Analysis skills
Attention to detail
Organizational skills
Banking

Full Job Description

PRIMARY FUNCTION

The Loan Assistant performs a variety function supporting the Commercial Lender(s) in connection with Commercial, Real Estate, Agriculture and Consumer loans. Provides front-line contact with current and potential commercial loan customers. Assists with the gathering of information, completion of applications, and related documents necessary for the closing loans, processing draws, and clearing exceptions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

· Assists Lender in gathering data from loan prospects, customers, internal and outside sources, contacts customers and prospects for additional information and clarification of data; data entry of customer and loan set-up in the Loan Operating System including uploading required documents.

· Assists Lender in coordinating processing of approved loans and pending loans; ensures loans are processed according to agreement (such as covenant tracking), customer needs, and conform to Bank lending policies; obtains required information and/or documentation from customers.

· Acts as direct contact with customers, Lender, and Loan Operations through loan process. Performs a variety of customer service activities including responding to requests, researching discrepancies, resolving issues, and clearing exceptions.

· Communicates with attorney, if necessary, on document preparation and title work.

· Orders loan documentation though Loan Services. Reviews the final documents noting proper rates, terms, and conditions of the loan, ensures appropriate approvals and actions are taken for a successful loan closing.

· May assist the Lender with closings. Conducts a pre-closing and a post-closing file review and forwards the file to Loan Services for booking, scanning and filing.

· Manages the loan documentation pipeline by updating officer and borrower on loan status, ensuring timely preparation of the loan process.

· May be responsible for the servicing of loans, (e.g. payments, draws, insurance, etc).

· Monitors loans, partners with Loan Officer to discuss past due ticklers and records documentation. Contacts clients to request financials on past due loans. Forwards financials to Analyst to spread.

· Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act.

· Maintains knowledge of banking products and services, as well as knowledge of the industries or market areas served. Keeps informed of current developments and market trends, to further identify and service the customer’s needs.

· May represent the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business.

KNOWLEDGE AND EXPERIENCE REQUIRED:

EDUCATION

· High School education or equivalent required.

QUALIFICATIONS

· Two plus (2+) years of banking or related experience required.

· Commercial loan administration/documentation experience preferred.

· Knowledge of commercial real estate loans, C&I, and consumer loan documentation; business entity types and required documentation; Title Policies and UCC filing requirements.

· Abrigo Sageworks experience preferred.

· Excellent oral and written communication and customer service skills; ability to communicate effectively and professionally in writing, in person, and over the phone.

· Strong attention to detail, organizational skills, problem solving and analytical skills.

· Proven ability to multitask and prioritize across numerous on-going transactions.

· Must be dependable, professional, proactive, and courteous.

· Demonstrated ability to learn and use new software and programs.

· Ability to work independently and as part of a team.

Legend Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.

FDIC-Insured

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Tuition reimbursement
Vision insurance

Application Question(s):

What is your salary expectation for the role?

Education:

High school or equivalent (Preferred)

Experience:

Banking: 2 years (Preferred)
Loan Assistant: 1 year (Preferred)

Ability to Relocate:

Whitewright, TX 75491: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

loan assistant jobs in mckinney tx

Loan Assistant

Loan Assistant II - McKinney, TX

Commercial Loan Assistant II

Commercial Banking Assistant II

Loan Assistant Supervisor

Mortgage Loan Originator Assistant

Bilingual Mortgage Loan Assistant

Escrow Assistant - Title Insurance

Mortgage Production Associate

Home Lending Product and Transformation Executive Assistant

Commercial Lending Assistant

Escrow Officer Representative - McKinney, TX

Senior Tech, Engineering Project Assistant (Onsite)

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

AVP Sr Relationship Assistant

Escrow Team Lead (Full Time) - Plano

Escrow Funder

Design Assistant

Loan Administration Specialist III

Escrow Assistant

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