Lending Assistant – Dayton
Prosperity Bank
8 hours ago
•No application
About
- External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers [https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.prosperitybankusa.com%2FCareers&data=05%7C02%7Csandra.olivarez%40prosperitybankusa.com%7C4351c6288a4f46ccbc9e08dcd40d9146%7C00eda10cf32f45b88e91257da01a8f7c%7C0%7C0%7C638618401955642480%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=yg2VkStkdrf7Of6ttN7si0bcqfep9Z6KvaukXq%2BSYpI%3D&reserved=0]. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer.
- POSITION PURPOSE
- Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.
- ESSENTIAL FUNCTIONS AND BASIC DUTIES
- Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
- Makes transfers for businesses. Processes loan payments and tracks insurance on business loans.
- Monitors disbursements on construction and development loans.
- Types a variety of documents, records, and reports.
- Maintains, organizes, and updates business files. Makes address changes as needed.
- Opens, sorts, and distributes mail.
- Monitors needs of New Accounts and provides back up as necessary
- Assumes responsibility for establishing and maintaining effective business relations with customers.
- Assists with questions and problems courteously and promptly.
- Obtains and conveys information as needed.
- Maintains the Bank's professional reputation.
- Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
- Assists, supports, and replaces Commercial Lending personnel as needed.
- Obtains and conveys information as needed.
- Attends and participates in meetings as required.
- Assumes responsibility for related duties as required or assigned.
- Assists in preparing loan documents.
- Ensures that work area is clean, secure, and well maintained.
- Completes special projects as assigned. Backup to the Personal Banker when required.
- PERFORMANCE MEASUREMENTS
- Document preparation is accurate, neat, and timely.
- Files are current and well organized.
- Miscellaneous clerical functions are efficiently and effectively completed.
- Professional working relations exist with customers.
- Assistance is provided as needed.
- Questions are answered courteously and promptly
- Good working relations and communications exist with Bank personnel and with management.
- Assistance and support are provided as needed.
- Management is appropriately informed.
- QUALIFICATIONS
- Education/Certification:
- High school graduate or equivalent.
Required Knowledge
- Familiarity with business loan programs and service requirements.
- Familiarity with general loan documentation helpful.
- Prior experience helpful, particularly in a financial environment.
- Skills/Abilities:
- Accurate and attentive to detail.
- Well organized.
- Strong typing abilities.
- Ability to assist others.
- Able to use computer, adding machine, copy machine, and basic business equipment.
- Monday - Thursday: 8:00 AM - 5:00 PM // Friday: 9:00AM - 6:00PM
- 40 hours





