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Lending Assistant

Lending Assistant

Lending Assistant

Wallis Bank
Houston, TX 77043


Associate (Preferred)
Fair Housing regulations: 1 year (Preferred)
Customer service: 1 year (Preferred)
Lending: 3 years (Preferred)
US work authorization (Preferred)

Job details

Job Type

- Full-time


At Wallis Bank we are a full-service community bank with the ability to serve the needs of all our customers, from the smallest rural customers to the largest international customers. We do this by serving the individual communities in which we are present with intentional and exceptional personal service. We serve our communities with integrity, pride, and professionalism, and our mission is to provide our customers unsurpassed financial services that create lasting customer satisfaction.


Supports Commercial Lenders. Provides customer service to loan applicants in and processes loan applications in various areas of lending. Ensures completeness, accuracy, and timely administration of loan applications and required documentation according to loan administration guidelines and checklists.


  • Process documents received for each file, verifying the accuracy and completeness of each document.
  • Prepare draw requests on lines of credit, commercial loans and on real estate construction loan files.
  • Prepare loan cancellations/denials and adverse action letters.
  • Prepare and maintains files, databases, records, and the “applications in process/pipeline reports” for the loan officer.
  • Order business entity searches in gathering any documents needed for loan processing.
  • Tracks documents including hazard insurance, flood insurance, vehicle titles, UCC filings, and financial statements.
  • Assist customers on the closing of loans.
  • Assist in coordinating loans with escrow companies, customers and other lenders.
  • Remain current on government regulations related to lending and internal policies.
  • Act as secondary contact in order to enhance customer relationship.
  • Assist customers with general loan related questions.
  • Assist in the resolution of daily NSF issues.
  • Assist on loan portfolios for collateral and financial exceptions.
  • Sort and distribute incoming mail and deliveries as well as prepare outgoing mail and correspondence, including e-mail and faxes.
  • Effectively communicate with title companies and customers by phone and in person to coordinate a loan closing.
  • Assist loan officer with expense reports.
  • Attain clear to close and insurance clearance from loan operations.
  • Prepares Consumer Identification Program form (CIP) and beneficial ownership (BOF).
  • Completes annual required compliance training.
  • Must be willing to participate in at least one CRA related event.
  • Performs other duties as assigned by management.


  • This job has no supervisory responsibilities.


Associate degree (AA) or equivalent from a two-year college or technical school, or 2 - 3 years related experience and/or training, or equivalent combination of education and experience.

· Computer skills required: Microsoft Office Suite

· Other skills required:

o Ability to maintain a positive attitude despite complex and on occasion stressful situations.

o Ability to calculate figures and amounts and to apply math concepts.

o Ability to apply sound judgement understanding to carry out instructions and to solve problems with variables.

o Takes initiative to think independently and offer solutions.

o Willingness to learn new tasks and approaches for accomplishing assignments.

Job Type: Full-time

Pay: $9.00 - $22.00 per hour


  • 401(k)
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance


  • 8 hour shift
  • Monday to Friday


  • Associate (Preferred)


  • Fair Housing regulations: 1 year (Preferred)
  • Customer service: 1 year (Preferred)
  • Lending: 3 years (Preferred)

Work Location: One location

Hiring Insights

Hiring for this role

• Mobile: NA

• Location: 29.821527:-95.56558

• Post ID: 21689506

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