Commercial Lending Assistant

Description

Commercial Lending Assistant

Location: Balcones HQ 11149 Research Blvd, Austin, TX 78759 |Department: Commercial Lending |Employment Type: Full-Time

The Commercial Lending Assistant plays a critical role in supporting the full lifecycle of commercial loans, from initial application through post-closing. This position requires exceptional organizational skills, attention to detail, and a strong commitment to member service and regulatory compliance.

What You'll Do

• Provide administrative support to the Commercial Lending Department, including organizing and maintaining loan files
• Assist borrowers with loan and credit applications, ensuring all required documentation is complete
• Review loan application packages for accuracy and completeness
• Coordinate loan closings with attorneys, appraisers, and other professionals
• Order and track reports such as credit reports, flood certificates, environmental assessments, title work, and appraisals
• Prepare loan documents and conduct pre-closing reviews for accuracy and compliance
• Partner with title companies and internal teams to ensure timely documentation
• Verify post-closing documentation for accuracy and completeness
• Perform loan booking setup and data entry
• Prepare and send past-due letters, collection notices, and payment coupons
• Provide responsive customer support and resolve loan inquiries
• Educate members on loan products and services
• Maintain organized and accurate loan files
• Identify and recommend process improvements to enhance operational workflows
• Handle customer complaints and escalate issues as needed
• Maintain a clean and organized workspace
• Complete annual compliance training
• Adhere to credit union policies and procedures
• Perform other duties as assigned
  
  

What You Bring

• High school diploma or GED
• Minimum of 2 years of experience in loan processing or related fields (e.g., financial services, legal support, real estate)
• Strong organizational and time management skills
• Proficiency in Microsoft Office and general computer applications
• Excellent written, verbal, and interpersonal communication skills
• High level of accuracy and attention to detail
• Ability to manage multiple priorities and meet deadlines
• Strong customer service and problem-solving abilities
• Collaborative mindset and ability to work with internal and external partners
• Experience in commercial lending or financial institutions
• Familiarity with loan documentation and compliance requirements
  
  

Ready to take your next big step?

Join a team where projects shape the future—and people always come first.