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Executive Banking Assistant

Independent Bank Group

Posted on: 25 Feb 2024

Job Location: Houston, US

Job Description:

Under general direction, the Banking Assistant is responsible for providing administrative support to the Manager, Relationship Managers and/or Portfolio Managers in a specific geographical market or business line. The Banking Assistant is responsible for the proper processing of loan transactions and documents for loans in the portfolio, the maintenance of loan files and records, and the preparation of various reports. In addition, the Banking Assistant may communicate with third parties and customers to facilitate loan servicing and problem solve.

Responsibilities:

Coordinate loan due diligence with various third parties including loan processors and/or customers for larger, complex customer relationships
Prepare and review loan due diligence for processing, administration and closing for larger, complex customer relationships with a deeper understanding of banker and customer expectations
Conduct loan closings and disburse funds for more complex loans (participations, syndications and SWAP transactions
Prepare advances on line of credit loans as approved by banker. More familiar with borrowing base and calculations of available funds
Assist bankers with ongoing file maintenance, past due reports/notices, insurance management, compliance exceptions through problem solving and contacting customers as needed on more complex transactions
Process extensions and/or modifications of matured loans
Inform existing customers about the Bank's products and services and works to resolve any issues (may vary by market)
Participate in bank, customer and other meetings outside of the office to support business development efforts (may vary by market)
Oversee and review loan due diligence as a point of contact for less experienced assistants
Prepare and maintain construction loan records, floor plans, fund loans as needed and work closely with internal and external clients during the construction process on the most complex deals
Review and coordinate resolution of NSF items and prepare wire transfers as needed. Verify wires up to specific amount based on approval limit
Primary contact and subject matter expert for customer and third party inquiries throughout the lending relationship including but not limited to facilitating loan documentation, payment amounts, credit information, and resolving associated problems
Answer customer inquiries regarding all transactions related to loan accounts; analyze the appropriateness of waiver requests and may negotiate exceptions
Assist customers with credit information and credit reference requests from other companies and/or other institutions
Adhere to operational controls to ensure safety and security of customers and banks assets, including legal, corporate and regulatory procedures and policies
Train, on-board and provide ongoing support for new Banking Assistants and Bankers
Champion for implementing new processes and procedures throughout the market
Train and disseminate new information to all necessary parties
May have direct reports, manage work flow

Qualifications:

Education Requirements

High school diploma or equivalent is required
Minimum of 7 years of experience in financial services customer service environment and/or loan documentation

Bachelor's degree
Minimum of 5 years of experience in financial services customer service environment and/or loan documentation

Minimum Experience

Minimum of 2 years of experience supporting commercial and/or real estate lending

Knowledge/ Skills/ Abilities

Advanced knowledge of Microsoft Word, Excel, PowerPoint, Access, and Outlook (e.g. manage and track changes, create documents with tables of contents/footnotes, advanced functions such as VLOOKUP and IF statements, create pivot tables, develop databases, create presentation templates)
Understanding of lending process from application to final booking.
Previous knowledge of banking regulations.
Requires high level of organization, interpersonal, communications and customer relations skills.
Must be able to multi-task, be able to work with minimal supervision and be a team player.
Ability to meet time sensitive deadlines.
Able to work well under pressure and be able to handle constant interruptions.

Job Details:

To all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes.

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