Commercial Lending AssistantCity Bank • Houston, TX, United States
Commercial Lending Assistant
City Bank • Houston, TX, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionObtain borrowing authorization documents for entities, input Beneficial Owner information in Verafin and obtain Certificates of Good Standing Create new customer CIF's on Silverlake and complete BSA - Verafin questions Coordinate the preparation of loan closing documents with internal and external individuals for Commercial and Industrial loans including Letters of Credit, Floor Plans and Guidance Lines. Coordinate document ordering Request appraisal, environmental and evaluation orders through Real Estate Valuation Dept. Coordinates with SBA and other government guaranteed loan programs on gathering the proper documentation on government guaranteed loans Scheduling, closing and funding of loans; Prepare or assist in the preparation of the Loan Input Worksheet which is used to prepare the Commercial / Ag Loan Memo, provides information for Loan Doc Prep to prepare loan documents, and provides checklists (borrowing entity and collateral documentation) for Doc Review ticklers Review loan documents for accuracy prior to loan closings Prepare Loan Funding Worksheet to provide loan disbursement instructions to the centralized Loan Funding Department once loans are closed; provide drafting instructions as needed Scan loan package documents and name using naming template. Save completed loan package to Doc Review for tracking Scan documents received by mail. Name with naming template and save to exception folder to remove exception or Synergy Folder for upload to Synergy. Manages each loan to identify, file, and perfect the Bank's lien on any and all loans, including but not limited to : UCC's, Deed of Trust, Assignments, Subordinations, etc. Review documentation exception reports and communicate with borrowers by letter, email or phone requesting on-going financial and collateral documentation. Complete the Exception Removal Request spreadsheet and forward to the Exception Tracking group to update tracked documents as received Complete loan advances and transfers; update construction draw spreadsheets as applicable; prepare extensions and modifications for loan payments; Process / review loan payments; Portal Pay, DMI, Private Banking and all loans housed on Silverlake; Issues cashier's checks Prepare spreadsheet to track floor plan customers and guidance line activity Scheduling construction, equipment and floor plan inspections Utilizing Lien Solutions, order UCC searches and flood determinations; file new and terminated UCC's, review borrower monitoring alerts Customer Services requests : Enters changes in Synapsys for address changes and officer changes; Process wire transfers Prepare payoff quotes, Provide loan history information, Compile release of lien documents and etc. Scheduling appointments for loan officers Receiving and directing phone calls Call on past due and NSF customers Participate in training sessions as required by supervisor. Other duties, as assigned by Management; some branch Lending Assistants perform additional duties : Q2 Online Banking resets
Job Details Job Location Houston Branch - Houston, TX Position Type Full Time Description
Responsible for performing a variety of services for our customers in a timely and professional manner. Also responsible for the preparation of new loans and the maintenance of existing loans.
Essential Duties
- Greeting customers
- Represent the bank to the customer in a courteous and professional manner.
- Furnish prompt, efficient, and accurate service
- Attention to detail and excellent communication skills are required
- Maintain work area in a clean, neat, and professional appearance
- Accept credit applications
Obtain CIP documentation for individuals, run credit reports and enter Customer Due Diligence information into Verafin
Open title insurance orders with title companies
Prepare AFT and ACH set up forms
Accept stop payments
serp_jobs.job_alerts.create_a_job
Lending Assistant • Houston, TX, United States
Job_description.internal_linking.related_jobs
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more
Mortgage Loan Officer – Wholesale Non-Delegated Lender.Company : Tag Lending Group, LLC Location : Remote (Nationwide) Employment Type : W-2 Only Minimum Production : $1,000,000 funded monthly.We Don’t...serp_jobs.internal_linking.show_more
Credit Risk Review Analyst - Commercial Lending.Full benefits package Bonus + Paid Relocation Assistance.Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst...serp_jobs.internal_linking.show_more Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more 
At Amegy Bank, people and culture are at the heart of everything we do.Everyone counts isn't just a phrase.It is woven into all aspects of our organization.
We know that to be successful in deliveri...serp_jobs.internal_linking.show_more
This Jobot Job is hosted by : Dana Stark.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary : $70,000 - $75,000 per year.As a small Texas-based brokera...serp_jobs.internal_linking.show_more
Do you enjoy building relationships helping to identify growth opportunities for clients and have a passion for Commercial Real Estate If sothe Commercial Real Estate Commercial Term Lending team i...serp_jobs.internal_linking.show_more Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your cu...serp_jobs.internal_linking.show_more At Amegy Bank, everyone counts! Your contributions are valued, and everyone is given the opportunity to grow in their career.
We're committed to doing the very best for our customers, our communitie...serp_jobs.internal_linking.show_more 
Outlier is a platform owned and operated by Scale AI and believes AI can only perform as well as the data it’s trained on.
That’s why we work with contributors from all over the world, who help impr...serp_jobs.internal_linking.show_more At Amegy Bank, people and culture are at the heart of everything we do.Everyone counts isn't just a phrase.It is woven into all aspects of our organization.
We know that to be successful in deliveri...serp_jobs.internal_linking.show_more Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $70 billion? With local management teams at the helm in 11 western sta...serp_jobs.internal_linking.show_more 
Team Members, Clients, Shareholders, Communities, and the People who provide services to us.We're searching for a Loan Officer who's driven by relationships and results.
You're the advisor clients t...serp_jobs.internal_linking.show_more
Assistant Director Leasing & Collections.Job Description Summary / TWC Summary : .Under general supervision the Assistant Director Leasing & Collections is responsible for managing the entire marketi...serp_jobs.internal_linking.show_more
Our client, a publicly traded energy leader, has an urgent need for an experienced.Your knowledge of accounting and finance principles, natural gas industry experience, and ability to work effectiv...serp_jobs.internal_linking.show_more
Senior Home Lending Advisor - Pearland TX
JPMorganChase • Pearland, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Mortgage Loan Officer Wholesale NonDelegated Lender
Tag Lending Group, LLC • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Sr. Credit Risk Review Analyst / Commercial Lending
Jamie Grayem • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Senior Home Lending Advisor - Houston TX - Meyerland
JPMorganChase • Houston, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Home Lending Advisor - Houston TX - Fry Road
JPMorganChase • Houston, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Home Lending Advisor - Houston TX - Memorial Drive
JPMorganChase • Houston, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Senior Home Lending Advisor - Houston TX - Bellaire
JPMorganChase • Houston, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Mortgage Lender- Texas
BankTalent HQ • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Lines Office Manager
Jobot • Friendswood, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Client Specialist- Commercial Term Lending Commercial Real Estate
JPMorganChase • Pasadena, Texas, USA
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Home Lending Advisor - Pasadena TX - Fairmont
JPMorganChase • Pasadena, TX, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Healthcare Lending Relationship Manager - Austin, Dallas, Houston, or San Antonio, TX
BankTalent HQ • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Accounting Assistant
Scale AI • Houston, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Mortgage Lender-Texas
BankTalent HQ • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Loan Services Underwriting Team Lead - Houston, TX
BankTalent HQ • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Builder Loan Officer
Cornerstone Capital Bank • Houston, TX, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Assistant Director Leasing & Collections
InsideHigherEd • Houston, Texas, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Credit Analyst, Natural Gas
Talent Legends • Houston, TX, US
serp_jobs.job_card.part_time
serp_jobs.filters_job_card.quick_apply
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted