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Guaranty Bank and Trust NA
Mount Pleasant, TX | Full Time
$40k-52k (estimate)
8 Months Ago
Lending Assistant
Guaranty Bank and Trust NA Mount Pleasant, TX
$40k-52k (estimate)
Full Time 8 Months Ago
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Guaranty Bank and Trust NA is Hiring a Lending Assistant Near Mount Pleasant, TX

At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast!

Guaranty Bank & Trust offers competitive pay and benefits, generous time off, continued training and career development. Do you want to work for a respected financial institution who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical, and is willing to invest in your career? If so, we should meet!

We are currently searching for the right person to join our team as a Lending Assistant.

The Lending Administrative Assistant will provide a wide range of secretarial, clerical, and other duties relating to the loan function of the Bank. The job functions are:

Job Duties:

  • Represent the Bank in a courteous and professional manner.
  • Take loan applications, obtain credit reports and process credit denials according to regulations.
  • Type memos, letters and reports.
  • Greet customers and assist them with routine problems.
  • Accept loan payments and deposits.
  • Handle incoming telephone calls and mail.
  • Obtain the necessary documents and legal papers for loans.
  • Call and write letters to past due customers.
  • Produce loan documents and renewal loans in an accurate and timely manner.
  • May be responsible for servicing loans: ie, payments, payoff quotes and forwards to lenders and/or clients.
  • Maintain knowledge of banking products and services in order to cross-sell to customers.
  • Image documents into electronic filing system.
  • Work exception reports.
  • Set up meetings, conference and conference calls.
  • Coordinate calendar/travel arrangements.
  • Proactively monitor schedules to identify and resolve conflicts and inefficiencies.
  • Comply with privacy policies and procedures to maintain customer confidentiality and information protection.
  • Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Complete and pass all required regulatory compliance training as assigned.
  • Perform any additional duties and tasks assigned by management.

Qualifications & Skills:

  • Displays passion, commitment, and drive to deliver an experience that improves our customer’s financial lives.
  • Superior time management and organizational skills.
  • Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning.
  • Demonstrate professionalism in speech, demeanor, and dress.
  • Be a team player/leader.
  • Handle sensitive information with the highest degree of integrity and confidentiality.
  • Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook).

Education, Experience & Licenses:

  • High School diploma or equivalent. Associates degree or higher preferred.
  • Minimum 2 years customer service experience.
  • Minimum 3 years loan administrative experience in commercial, real estate and consumer loans.

Experience

Preferred
  • 3 year(s): Loan administrative experience in commercial, real estate and consumer loans.
  • 2 year(s): Customer service experience.

Education

Required
  • Associates or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Summary

JOB TYPE

Full Time

SALARY

$40k-52k (estimate)

POST DATE

09/09/2023

EXPIRATION DATE

05/03/2024

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The job skills required for Lending Assistant include Customer Service, Commitment, Time Management, Microsoft Office, Credit Reports, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Lending Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Lending Assistant. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Lending Assistant positions, which can be used as a reference in future career path planning. As a Lending Assistant, it can be promoted into senior positions as a Construction Loan Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Lending Assistant. You can explore the career advancement for a Lending Assistant below and select your interested title to get hiring information.