Document Prep Jobs in Dallas, TX (NOW HIRING)

As Senior Commercial Lending Assistant, you will support relationship managers and clients in closing commercial loans, ensuring all commercial lending steps flow effectively and efficiently. You will have a hand in underwriting/compliance phase, closing, funding, boarding, portfolio management and servicing. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.

Responsibilities: 

• Assist in call management tracking, data input, notary services, preparing marketing materials and creating management reports and scorecards.
• Manage office supply needs, reordering and facilities repairs.
• Assist with routing of Approval documents, clearing credit and collateral exception items, addressing loan portfolio client inquires and issues.
• Produce and coordinate loan closing document checklist process.
• Research/follow-up on past due loans.
• Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC).
• Consolidate Branch Officers Monthly Bank Credit Card transactions (Assigned Branch Officers).
• Ensures monthly bills are input into the Accounts Payable system in a timely manner
• Assist Clients with Wire transfer requests.
• Assist with Branch Officers Calendars as needed.
• Initial gathering of required information for documentation for loans to ensure timely closings.
• Request draws on lines of credit, payoffs and credit advances.
• Follow up on past due loans and clear exceptions in a timely manner.
• Order title work, flood searches, UCC searches, and credit reports, and be able to interpret resulting reports.
• Request collateral valuation through internal or external sources.
• Assist the SBA Portfolio Manager with all work out situations
• Prepare agenda for monthly SBA sales meetings including all pipeline reports
• Work with loan officers and customers to ensure that all deposits are opened in a timely manner at the branch level
• Package closed loans to ensure a complete set of documents and supporting information.
• Work with various professionals to facilitate document prep and loan closing (title companies, attorneys, environmental agencies, etc.)
• Follow policies and procedures.
• Prepare necessary reports for loan officers and management.
• Provide superior customer service to existing customers by resolving issues and providing accurate and timely information.
• Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
• Attend work on a regular basis, on time, and withstand varying degrees of stress.
• Integrity, discretion, and respect for confidential information are essential Assist in Call management tracking
• Assist with data input on Business Wise and nCino
• Assist with various marketing campaigns
• Assist with various management reports and scorecards
• Manage office supply needs, reordering and facilities repairs
• Assist with monthly expense reports
• Prepare Fed Ex and Courier documents
• Notary Services (if applicable)
• Prepare marketing materials as needed 
• Meet weekly to review status of client issues, etc. 
• Loan Assistant Duties: 
  • Assist with routing of Approval documents
  • Assist with clearing credit and collateral exception items
  • Assist in clearing delinquent tax report
  • Assist in loan portfolio client inquires and issues
  • Produce and coordinate loan closing document checklist process:
  • Commitment report review to ensure all information is included
  • Attend Loan Huddle Meetings for new / renewed loans
  • Gather entity documentation when needed 
  • UCC searches on the Secretary of State website
  • Obtain Insurance and collateral documentation
  • Obtain Landlord information when applicable
  • Research / Follow-Up on past due loans
  • Collect checklist items needed for renewal and new loans
  • Prepare and assist with loan closing packages for customer signing and routing:
• Deposit Assistant: 
  • Assist with clearing documentation exception items 
  • Assist in deposit portfolio client inquires and issues
  • Contact Non-Sufficient Funds / Overdraft clients when needed
  • Coordinate new account document checklist process 
• Request title work, flood searches, UCC searches, and credit reports, and be able to interpret resulting reports. 
• Able to prioritize duties and effectively manage time. 
• Analytical and problem-solving skills.
• Effective written communication skills.
• Strong sense of customer service.
• Able to work in a team environment.
• Time management skills
• Prepare and assist with loan closing packages for customer signing and routing.
• Assist with clearing documentation exception items.
• Assist in deposit portfolio client inquires and issues.
• Contact Non-Sufficient Funds / Overdraft clients when needed.
• Coordinate new account document checklist process.
• Work with various professionals to facilitate document prep and loan closing (title companies, attorneys, environmental agencies, etc.).
• Completes Smart Checklists for all new loan and renewal/ modifications accordingly
• Ensures all appropriate searches are completed for all new loans, renewals/modifications based on loan type (ie. UCC searches, Active Status/Good Standing, lien searches, MLA, CAIVRS, SAMS.gov, etc.) 

• Associates Degree
• 4 years’ experience in Commercial Lending and equivalent combination of education and experience.
• Knowledge of:
  • Lending practices and policies.
  • Loan documentation requirements and regulations.
  • Deposit, loan, and investment systems for report generation and information gathering purposes.
  • Loan documentation and lien perfection requirements.
  • Thorough knowledge of commercial loan processes and workflows.
• Solid Excel and Word experience.
• Well-developed oral and written communication skills to effectively represent self.
• Solid conceptual thinking and analytical skills with the ability to analyze complex problems that include interrelationships and dependencies in order to identify common themes and solutions.
• Ability to effectively plan time, method, manner and sequence of own work assignments. 

Why join Texas Security Bank:

We are more than just a Bank. Are you ready to join a team of Champions? Texas Security Bank is proud and honored to be an award-winning organization where our employees serve as brand ambassadors to our customers, our community and each other. The TSB core values; integrity, growth, team players, independent thinking, exemplary customer service, winning, innovation, collaboration, discipline to process and diligence are the principles established that determine how we conduct ourselves and our business decisions.

Texas Security Bank is a place where you will be challenged to excel and given room to grow as a valued part of one of North Texas’ fastest-growing community banks. We are honored to be a Best Workplace by the Dallas Business Journal, the Dallas Morning News, and the Best Workplace Institute. The awards are a reflection of our positive workplace culture and a distinction we are proud to have earned. We work hard every day to ensure our employees know they are valued and appreciated.

We invest more resources in business education for owner managed businesses than other banks. Our focus on continuing education is truly unique and needed. We Elevate the Champions of Free Enterprise in an era where little differentiation among banks exists. Our focus on education isn’t just for our customers- it’s for our employees as well.

About Us:

Texas Security Bank is an independent bank focused on the success of independent business owners. Most banks are institutional. We’re entrepreneurial. We were founded in 2008 and have grown to over $1 Billion in total assets. We do more than offer services to customers; we solve problems. We are unique in the banking industry with a mission to ‘Elevate the Champions of Free Enterprise’ and are committed to reinforcing the mission by educating business owners, elevating our customers and the community, and leading through innovation and exemplary customer service. As an organization that celebrates its wins, we are honored to be named the Dallas Morning News People’s Choice Award for Best Bank in DFW, Dallas Business Journal’s Best Place to Work and have a Net Promoter Score of 87.8 when the banking benchmark average is 30.

Texas Security Bank is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.