Top 3 Loan officer assistant Jobs in Terrell, Tx

Loan Assistant
HomeBank Texas —Dallas, TX
- Full-time
- Computer literacy
- Basic math
- Mid-level
Quick Apply
12d
Escrow Assistant
Harbor Town Title —Rockwall, TX
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
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Loan Assistant
HomeBank Texas —Dallas, TX
Serve as a point of contact for customers, providing updates, answering questions, and gathering required information. 1–3 years of banking experience.
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12d

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Loan Assistant

HomeBank Texas -
Dallas, TX

Quick Apply

Job Details

Full-time
12 days ago

Qualifications

Computer operation
Confidential information handling
Phone communication
Basic math
High school diploma or GED
Bank experience
Customer engagement
Desktop applications
Document quality checks
Productivity software
Technical Proficiency
Quality data entry
Client interaction via phone calls
Customer data entry

Full Job Description

Summary

The Lending Assistant supports the lending team by providing administrative, operational, and customer service assistance throughout the loan lifecycle and through their relationship with the bank. This role ensures loan files are complete, accurate, and compliant with internal policies and regulatory requirements, while helping loan officers deliver a smooth and efficient customer experience.

Core Responsibilities

Assist loan officers with processing consumer, commercial, and real estate loan applications from origination through closing.
Collect, review, and verify client financial documentation (e.g., income statements, tax returns, credit reports).
Prepare and maintain loan files, ensuring completeness, accuracy, and compliance with banking regulations.
Generate and process loan documentation, disclosures, and closing packages.
Serve as a point of contact for customers, providing updates, answering questions, and gathering required information.
Coordinate with internal departments, title companies, appraisers, and other third parties to facilitate loan processing.
Monitor loan pipelines, tickler systems, and reporting to ensure timely progression and funding of loans.
Input and maintain accurate loan data in the bank’s systems and prepare reports as required.
Ensure compliance with all bank policies and applicable federal and state lending regulations.
Provide general administrative support to the lending department and assist with special projects as needed.

Minimum Requirements

High school diploma or GED required; bachelor’s degree or equivalent experience.
1–3 years of banking experience
Previous Lending Assistant or lending support role preferred.
Basic knowledge of loan documentation, loan processing, and banking regulations is preferred.
Proficiency in Microsoft Office and general computer systems.
Ability to work in a fast-paced environment and manage multiple priorities.

Skills Required

Strong attention to detail and accuracy in document review and data entry.
Excellent customer service and communication skills (verbal and written).
Organizational and time management skills with the ability to meet deadlines.
Problem-solving skills and sound judgment.
Ability to maintain confidentiality and handle sensitive financial information.
Basic math and analytical skills related to financial data.

Minimum Physical Ability

Ability to sit or stand for extended periods while working at a desk and computer.
Frequent use of hands for typing, filing, and operating standard office equipment.
Ability to lift and carry files or office materials (up to 15–25 pounds occasionally).
Ability to communicate effectively in person, by phone, and via electronic communication.

EEO M/F/D/V

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loan officer assistant jobs in terrell, tx

Loan Assistant

Escrow Assistant

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