Lending Assistant Lakeway

Position: Lending Assistant (Full Time) - Lakeway

External Applicants: Please apply through Prosperity Bank's Career Center at . 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.

Prosperity Bank is an Equal Opportunity Employer.

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

• 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 backup as necessary.

Customer Relations

• Assists with questions and problems courteously and promptly.
• Obtains and conveys information as needed.
• Maintains the Bank's professional reputation.

Internal Collaboration

• Assists, supports, and replaces Commercial Lending personnel as needed.
• Obtains and conveys information as needed.
• Attends and participates in meetings as required.

Additional Duties

• Assists in preparing loan documents.
• Ensures that work area is clean, secure, and well-maintained.
• Completes special projects as assigned.

Performance Measurements

• Document preparation is accurate, neat, and timely.
• Files are current and well organized.
• Miscellaneous clerical functions are efficiently and effectively completed.
• Professional working relations exist with customers.
• Assistance is provided as needed.
• Questions are answered courteously and promptly.
• Good working relations and communications exist with Bank personnel and with management. Assistance and support are provided as neededdag Management is appropriately informed.

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. pann>

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

Seniority Level

• Entry level

Employment type

• Full-time

Job Function

• Finance and Sales

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