Lending AssistantGraham, TXReports to: Regional President The Lending Assistant position is primarily responsible for administrative support to the Lending Officer in servicing the needs of Bank’s loan and depository customers. Incumbent applies working knowledge of commercial, consumer, and real estate loan documentation to perform work. Works under general supervision and in compliance with established policies, procedures and regulations. |
Essential Functions(Majority of duties, but not meant to be all inclusive nor prevent other duties from being assigned as necessary) Functional:
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Knowledge, Skills & Abilities(Minimum education, experience, technical and communication skill levels and licenses/certificates normally required to perform the duties of this position.)
This level of knowledge is normally acquired through completion of a high school diploma, or equivalent, and 2-3 years related experience. |
Working Conditions(Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position.) Internal – Work is normally performed in climate controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc.). No known environmental hazards are encountered in normal performance of job duties. External – N/A |
Physical Demands(The physical effort generally associated with this position) Work involves standing and walking for brief periods of time, but most duties are performed from a seated position. Work may include occasional pushing, pulling, or carrying objects weighing up to 20 pounds such as files, documents, and computer printouts. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at an advanced skill level. Position includes reading (20% or more of work time spent reading) and extensive computer usage (80% or more of work time viewing computer monitor) as well as close or highly concentrated visual work. Receive detailed information through verbal and electronic communication both in person and by telephone. |
Working Relationships / Contacts(Positions, other than supervisor and immediate co-workers, with which incumbent has frequent contact and the reason for contact.) Internal – Extensive contact with personnel throughout the Corporation. External – Frequent contact with customers, title companies, appraisers and insurance providers in order to obtain or provide information and/or assistance and to resolve problems. Supervision of Others – N/A
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Accountability(Budget/asset amount managed, revenues/profits produced, and/or other financial resource incumbent is accountable for. Also indicates judgement/decision making level.) This position is responsible for the effective assistance to assigned Bank Lending Officers and for achieving individual production goals
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