We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.
#alert
Back to search results
New

Loan Admin Assistant II

Southside Bank
life insurance, vision insurance, paid time off, tuition reimbursement, 401(k)
United States, Texas, Austin
Jul 08, 2025

Position Title:

Loan Admin Assistant II (Commercial Lending)

Exempt Status:

Non-Exempt, Full Time Hourly

Reports to:

SVP or above, Commercial Lending Manager or Commercial Lender

Location:

Austin Westlake

Benefits:

  • Medical, Prescription Drugs, Dental, and Vision Insurance
  • Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
  • 401(k) with a Match
  • Basic, Voluntary, and Dependent Life Insurance
  • Paid Time Off
  • Paid Bank Holidays
  • Workplace Wellness Programs
  • Employee Assistance Programs
  • Tuition Reimbursement

Summary of the Job: To perform detailed administrative services for Commercial Lenders to support growth of the loan depository portfolio.

Essential Functions:

  • Supports Commercial Lenders with loan and deposit accounts for Commercial relationships.
  • Responsible for the daily review of loan activity and any applicable additions to summary information by the Lender.
  • Work with the Commercial Lender and closing team (dependent upon region of loan) on new loan requests.
  • Work with Lender on exception reports
  • Coordinate and complete order forms for commercial loans.
  • Proof drafts for accuracy and forward as appropriate for booking and funding.
  • Performs administrative tasks for Commercial Lender, as assigned.
  • Provides exceptional service to customers and lenders.
  • Communicates with borrower as needed.
  • Assists lenders in managing past due and maturing loans.
  • Actively manages the lender's loan portfolio to insure collateral exceptions are cleared and financial reporting requirements of commercial relationship are met.
  • Assists lenders in the preparation of pre-closing worksheets/checklists and other communications necessary to properly submit a loan package to the loan processing department.

Additional Functions:

  • Operates within division or department policy guidelines using independent judgment in achieving assigned objectives.
  • Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
  • Participate in team efforts to achieve departmental and company goals.
  • Provide leadership to others through example and sharing of knowledge/skill.
  • Prepares and facilitates customer transactions and responds to customer inquiries.
  • Provides exceptional service to coworkers
  • Perform other duties as assigned.

Necessary Skills:

  • Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
  • Ability to work with financial and non-financial information as it relates to finance accounting and business concepts.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
  • Produce high quality documents/presentations using a variety of software, including Microsoft suite of products.
  • Detail oriented, well organized, and able to manage time and multi-task to accomplish a variety of tasks, sometimes with conflicting priorities and timelines.
  • Maintain professionalism in a fast paced environment, dealing with moderately complex issues and managing conflicting priorities.

Required Education/Experience:

  • High School diploma or general education degree (GED); college education valued.
  • Three to five years' experience in a Loan Administrative or Commercial Loan documentation role required.
  • Work experience in perfection of commercial liens (UCC, commercial real estate & vehicles) field valued.
  • Notary preferred.

Physical Activity/Dexterity:

Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands:

  • Must be able to remain in a stationary position 50% of the time.
  • The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
  • Constantly positions self to operate on a computer.
  • The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

Working Conditions/Environment:

  • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
  • Moderate noise (e.g. business office with computers and printers, light traffic).

Work Schedule/Hours:

  • Monday through Friday; 8:00 a.m. - 5:00 p.m.
  • Available for overtime as needed.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Applied = 0

(web-8588dfb-6fpzf)