Lending Assistant III

The Lending Assistant with PlainsCapital Bank supports loan officers in an administrative capacity within a highly engaged, high service environment. Provides administrative support requiring 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, deposits, etc). Assists clients regarding loan and demand deposit related matters.

Responsibilities

• Monitors and reports on loan payments, payments that are past dues, overdrawn accounts, and NSF’s on a daily basis.
• Prepares, indexes, and maintains customer files and documents.
• Handles customer needs including inquiries, debit/credit accounts, and wire transfers.
• Updates/Prints loan volumes on a monthly basis.
• Prepares loan memos and correspondence.
• 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.
• Releases collateral on paid-off loans.
• Assists with Working Exceptions and Elimination of Same.
• Sets up and coordinates meetings and makes travel arrangements.
• Assists Credit Analysts with the completion of loan documents and proofs the loan documents for signatures.
• Coordinates and posts inspections on a weekly basis.
• Types checks for FBO accounts and publishes on a weekly basis.
• Prepares expense account reimbursement forms as necessary.
• Works with Loan Analysis Department in developing analytical work-ups on credits.
• General office support including; receptionist relief, notarizing documents, ordering supplies and fax/copy/scan duties.
  
  
  

Qualifications

• High school diploma, general education degree (GED) or equivalent required; Bachelor’s degree in Business or related field preferred.
• 5 to 7 years of experience in related field of expertise
• 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.
  
  
  

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

About Us

PlainsCapital Bank was founded in 1988 by 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 approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about .