Lending Assistant (Full Time) - Lakeway

Job Description

Job Description

External Applicants : Please apply through Prosperity Bank's Career Center at https : / / www.prosperitybankusa.com / Careers. Applying through any other source may prevent Prosperity from receiving your application.

Internal Applicants : If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP.

POSITION PURPOSE

Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the effective performance of assigned clerical, and account processing functions.

• Makes transfers for businesses. Processes loan payments and tracks insurance on business loans.
• Monitors disbursements on construction and development loans.
• Types a variety of documents, records, and reports.
• Maintains, organizes, and updates business files. Makes address changes as needed.
• Opens, sorts, and distributes mail.
• Monitors needs of New Accounts and provides back up as necessary.

Assumes responsibility for establishing and maintaining effective business relations with customers.

Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.

Assumes responsibility for related duties as required or assigned.

PERFORMANCE MEASUREMENTS

QUALIFICATIONS

Education / Certification :

High school graduate or equivalent.

Required Knowledge :

Familiarity with business loan programs and service requirements.

Familiarity with general loan documentation helpful.

Experience Required :

Prior experience helpful, particularly in a financial environment.

Skills / Abilities :

Accurate and attentive to detail.

Well organized.

Strong typing abilities.

Ability to assist others.

Able to use computer, adding machine, copy machine, and basic business equipment.

Monday - Friday : 8 : 00AM - 5 : 00PM

40 hours a week