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Commercial Assistant

Company: Home Bank
Location: Houston
Posted on: August 7, 2022

Job Description:

Job DescriptionPURPOSE OF THE JOBThis position provides customer assistance to Commercial Banking customers and assists Commercial Relationship Managers and/or the Market President with their job duties.MAIN DUTIES OF THE JOB

  • Provides information and assistance to commercial customers of the bank.
  • Assist Commercial Relationship Managers with scheduling appointments, closing dates, etc.
  • Corresponds with new customers to make sure that their needs were met, and that the transaction has been completed (welcome and follow-up letters)
  • Assists Commercial Relationship Managers by calling customers, sending past due notices, and in the preparation of management reports.
  • Communicates internally with Loan Documentation, Credit, Loan Servicing, Collections, Deposit Services, and Branch personnel.
  • Communicates with realtors, builders, insurance agents, attorneys, appraisers, and others in preparation for applications, pre- and post-closings.
  • Coordinate documentation of loans with the assistance of the Commercial Relationship Manager
  • Coordinates collateral releases (partial releases – subdivision development)
  • Coordinate exception clearing, insurance tracking and resolution, and other post-closing items.
  • Administers loan closings when lenders are unavailable.
  • Administer all loan disbursements.
  • Assists in the opening of commercial depository accounts with the Commercial Relationship Banker.
  • Provides administrative assistance to the Market President.
  • Actively participates in community organizations and bank sponsored events.WHAT WILL YOU NEED TO SUCCEED
    • Bachelor's degree in finance or related fields or equivalent experience preferred.
    • One to three years of experience in a commercial lending environment with a demonstrated understanding of commercial lending processes including loan documentation.
    • Good understanding of financial institution products and services.
    • Strong organizational and problem-solving skills.
    • Knowledge and understanding of commercial lending practices, commercial lending terminology, loan documentation and loan servicing requirements.
    • Knowledge of legal issues surrounding the perfection of a security interest and authority to borrow.
    • Knowledge of marketing and sales practices
    • Knowledge of bank loan policy and regulations.
    • Good communication skills with the ability to prepare and deliver oral and written presentations.
    • Excellent computer skills including knowledge of Microsoft Office.
    • Familiar with LaserPro software.
    • Time management skills and the ability to work independently with minimal supervision
    • Ability to sell Home Bank products and services within local community
    • Capability to interpret financial information and data and determine the value of collateral offered
    • Ability to identify and develop relationship strategies for retention and client expansion HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

Keywords: Home Bank, Houston , Commercial Assistant, Other , Houston, Texas

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