Prosperity Bank · 1 day ago
Senior Lending Assistant (Full Time) - Sterling Plaza
Dallas, TX, US
Full-time
Onsite
Senior Level
5+ years expProsperity Bank is a financial institution seeking a Senior Lending Assistant to provide advanced support to Commercial Loan Officers. The role involves performing various administrative duties related to commercial lending, assisting in loan package preparation, and serving as a liaison between lenders and clients.
BankingFinancial Services
Responsibilities
Participates with and assists loan officers on commercial and real estate loans
Coordinates with title companies on real estate loans
Provides administrative and operational support within the commercial loan function; assists loan officers in handling loans
Operates with no, credit authority
Obtains financial data and provides customer service on approved lines of credit, equipment, financing loans, etc
Will follow up and communicate consistently with clients, and provides other customer service as required
Coordinates the daily workflow in and out of the area to ensure that current loans are in complete conformity with terms
Establishes and maintains appropriate files and records for loan documents
Provide information necessary for loan preparation
Organize and schedule loan closings
Gather credit and loan information from customers to complete request for loan transactions
Coordinate loan packages and documentation for customers’ signature
Examine loan terms, interest rates and funded within established time frames
Assures the accurate, efficient, and timely processing of activities in these areas through proper planning and scheduling
Develops and prepares reports and records relating commercial loans as required
Coordinates the workflow with related departments
Obtains financial data and provides customer service on approved lines of credit, equipment, financing loans, etc
Drafts necessary documents and agreements
Provides customers with routine platform services, such as approving checks for cashing or handling customer problems
Will handle marketing initiatives
All other duties as needed or required
Qualification
Required
High School Diploma or GED
A minimum of 5-years Commercial Administrative Loan Assistant experience with heavy emphasis in all phases of commercial lending is required
Excellent organizational skills, the ability to multi-task, high energy, and be detail oriented
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Ability to calculate figures and amounts such as discounts and interest
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Ability to make appropriate judgments and decisions with limited guidance
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations
Strong public speaking and presentation skills
Excellent written and verbal communications skills
Ability to maintain confidentiality and instill trust within the organization
Proficient in a Microsoft environment using: Word, Excel, Teams, and PowerPoint
Ability to multitask is essential
Preferred
SBA lending experience a plus
Company
Prosperity Bank
Prosperity Bank offers a variety of traditional loan and deposit products to its customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Aaron Shelby
DFW Area President
Mays Davenport
Director of Corporate Strategy
Recent News
2026-01-03
Morningstar.com
2025-11-05
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