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Lending Assistant Jobs (NOW HIRING)

Renasant Bank

Lending Assistant

Birmingham, AL · On-site

Overview The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision. This individual will ...

Renasant Bank

Lending Assistant

Baton Rouge, LA · On-site

Overview The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision. This individual will ...

PeopleFund

Lending Assistant

Dallas, TX

The Lending Assistant will represent PeopleFund by providing a Best-in-Class client experience while assisting loan officers, clients, and partners with loan packages, administrative assistance, and ...

PeopleFund

Lending Assistant

Houston, TX

The Lending Assistant will represent PeopleFund by providing a Best-in-Class client experience while assisting loan officers, clients, and partners with loan packages, administrative assistance, and ...

Renasant Bank

Lending Assistant

Tampa, FL · On-site

Overview The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision. This individual will ...

ITACCEL

Lending Assistant L2

Tampa, FL · On-site

Lending Assistant II (C&I / CRE) Type: 6-month contract to hire Location: Tampa, FL Schedule: 5 days onsite (8-5 or 9-6 flexibility) Responsibilities include, but are not limited to: * Act as the ...

Heartland Bank and Trust Company

$24.05 - $28.06/hr

Works as a team with other Commercial Lending Assistants to assist Commercial Lending Officers to gather information, take payments, and close loans. Troubleshoots and resolves business-client ...

Berkshire Bank

Lending Assistant

Needham, MA · On-site

$21.55 - $36.63/hr

This work will include a high level of customer service for lending customers, coordination between departments within the bank and attorneys on behalf of the bank, and general clerical functions ...

Texas First Bank

Lending Assistant

Montgomery, TX · On-site

Job Summary Perform administrative duties for one or more Lending Officers. Coordinates the preparation of loan documents for closing consumer, commercial and real estate loans to ensure full ...

Texas First Bank

Lending Assistant

Montgomery, TX

Job Summary Perform administrative duties for one or more Lending Officers. Coordinates the preparation of loan documents for closing consumer, commercial and real estate loans to ensure full ...

FIRST UNITED BANK

Lending Assistant - Lubbock

Lubbock, TX · On-site

$31K - $38K/yr

As a Lending Assistant, you will work directly with the Loan Officer preparing and booking customer loans, retrieving supporting documents, and providing a high level of customer service. Essential ...

NDBT

Commercial Lending Assistant

Dallas, TX · On-site

Overview A Commercial Lending Assistant supports the Lenders with their role in developing, originating, servicing and maintaining bank customer relationships. The individual must command a sound ...

FIRST UNITED BANK

Lending Assistant - Lubbock

Lubbock, TX · On-site

$31K - $38K/yr

As a Lending Assistant, you will work directly with the Loan Officer preparing and booking customer loans, retrieving supporting documents, and providing a high level of customer service. Essential ...

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Lending Assistant information

See salary details

$25K

$42.1K

$63K

How much do lending assistant jobs pay per year?

As of Jul 1, 2026, the average yearly pay for lending assistant in the United States is $42,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,000.00 and $45,000.00 per year, depending on experience, location, and employer.

How much does a lending assistant make?

A lending assistant typically earns between $30,000 and $45,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those with specialized skills can earn higher salaries. The role often requires familiarity with banking software and customer service skills.

What are the key skills and qualifications needed to thrive as a Lending Assistant, and why are they important?

To thrive as a Lending Assistant, you need a solid understanding of loan processing, financial documentation, and banking regulations, typically supported by a high school diploma or associate degree. Familiarity with loan origination systems (LOS), customer relationship management (CRM) software, and Microsoft Office Suite is commonly required. Strong attention to detail, organizational skills, and effective communication help you excel in client interactions and team collaboration. These skills ensure accurate loan processing, regulatory compliance, and high-quality customer service in a fast-paced lending environment.

What is the difference between Lending Assistant vs Loan Processor?

AspectLending AssistantLoan Processor
CredentialsHigh school diploma; some roles may prefer associate degreeHigh school diploma; some roles may prefer associate degree or relevant certifications
Work EnvironmentBank branches, mortgage offices, or lending departmentsLoan processing centers, banks, or mortgage companies
Primary ResponsibilitiesAssisting with customer inquiries, scheduling appointments, preparing documentsReviewing applications, verifying information, preparing loan documentation
Industry UsageCommonly used in banking and mortgage sectorsUsed in banking, mortgage, and lending institutions

While both roles support the lending process, a Lending Assistant primarily handles customer service and administrative tasks, whereas a Loan Processor focuses on verifying information and preparing loan documents. Understanding these differences helps in choosing the right career path or job search focus within the lending industry.

What are Lending Assistants?

Lending Assistants are banking professionals who support loan officers and lending teams in processing loan applications, preparing documentation, and communicating with clients. They help ensure that loan files are complete and compliant with regulations, coordinate with internal departments, and provide administrative support throughout the lending process. Their work is vital in streamlining the loan approval process and maintaining strong client relationships.

How does a Lending Assistant typically collaborate with loan officers and clients during the loan process?

Lending Assistants play a critical support role by coordinating communication between loan officers, clients, and other departments. They help gather and organize necessary documentation, schedule meetings, and ensure that all paperwork complies with regulatory and institutional policies. This close collaboration helps streamline the lending process, resolve issues efficiently, and maintain a high level of customer service. Working as part of a team, Lending Assistants often act as the first point of contact for clients, ensuring their questions are addressed and keeping the loan process moving smoothly.

How to become a lending assistant?

To become a lending assistant, candidates typically need a high school diploma or equivalent, strong organizational and communication skills, and familiarity with banking or lending software. Some positions may require prior experience in customer service or finance, and on-the-job training is often provided. Certifications in banking or finance can enhance prospects but are not always mandatory.

How much does a loan officer make on a $500,000 loan?

A loan officer typically earns a commission or fee based on the loan amount, often around 1% to 2%, which would be $5,000 to $10,000 for a $500,000 loan. Compensation can also include a base salary and bonuses, depending on the employer and location. Skills in sales and knowledge of lending products influence earnings in this role.

What is a lending assistant?

A lending assistant is a professional who supports loan officers and financial institutions by processing loan applications, gathering documentation, and ensuring compliance with lending policies. They often use banking software and have strong organizational skills to manage client information and facilitate the loan approval process.
More about Lending Assistant jobs
What cities are hiring for Lending Assistant jobs? Cities with the most Lending Assistant job openings:
What are the most commonly searched types of Lending jobs? The most popular types of Lending jobs are:
What states have the most Lending Assistant jobs? States with the most job openings for Lending Assistant jobs include:
Lending Assistant jobs near you
Infographic showing various Lending Assistant job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $42,087 per year, or $20.2 per hour.
Lending Assistant

Lending Assistant

Renasant Bank

Birmingham, AL • On-site

Other

Posted 11 days ago

Key responsibilities

  • Prepare loan papers, documents, files, and correspondence.

  • Collect and organize financial and credit information for loan processing and credit decisions.

  • Assist in loan closings and prepare all necessary entries to book loans.

Renasant Bank rating

6.0

Company rating: 6.0 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

128th of 144 rated banks

Job description

Overview
The Lending Assistant will assist the Executive Officer, Branch Manager, or Loan Officer in gathering financial data and credit information used in the credit decision. This individual will prepare loan documents and proofreads for corrections. In addition, the individual will handle confidential files and records of the bank, assist in loan closing and in many cases be responsible for closing loans, as well as prepare all entries to book loans.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
  • Prepare loan papers, documents, files and correspondence
  • Aid the lender in collecting financial and related data in order for the lender to determine the general credit worthiness of the prospects and the merits of the specific loan request
  • Collect information, which reflects the current credit worthiness of customers and the current merits of existing loans
  • Assist the lender by monitoring the overdraft list in his/her absence and calling for deposits as needed
  • Assist the lender in collection efforts through preparing correspondence and monitoring payments
  • Assist in preparing management reports including past due reports
  • Prepare all the necessary entries to book loans including loan proceeds checks
  • Assist loan customers on a daily basis with their deposit inquiries and problems
  • Follow-up on tickler exceptions
  • Responsible for keeping records and for preparing master note draws, construction lines of credits, and other business related lines of credit
  • Determine loan documentation and compliance documents needed for loans
  • Close loans on a regular basis
  • Assist lender in monitoring and collecting information needed for notes to be renewed
  • Work as a Personal Banker when needed
  • Assist in other branch assignments as needed
  • Perform other related duties as assigned

Qualifications
  • High School diploma or equivalent required
  • Minimum of 2 years job related experience
  • Ability to operate a personal computer using Microsoft Word and Excel
  • Ability to use DecisionPro and nCino, with a working knowledge of SBLU, BBLU, CLU, and the LSP highly preferred (Small Business Lending Unit, Business Banking Lending Unit, Commercial Lending Unit, and the Loan Submission Package)
  • Basic knowledge of accounting
  • Ability to deal tactfully and effectively with customers issues as well as co-workers
  • Technical knowledge and proficiency to handle the activities and responsibilities of the job
  • Excellent organizational skills and ability to multi-task

Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.

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