MidFirst Business Credit, Inc.
Private Banking Lending Assistant - Dallas
MidFirst Business Credit, Inc., Dallas, Texas, United States, 75215
Private Banking Lending Assistant - Dallas
Requisition Number
:
PRIVA004687
Posted : December 19, 2025
Full-Time
Locations Showing 1 location
Description The Private Bank Lending Assistant provides support to Community Development Lending and the Private Bank by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to;
Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding’s, ordering title reposts, UCC filings, and various inquires.
Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires.
Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information.
Prepare various monthly activity monitoring reports.
Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions.
Other duties and projects as assigned.
Processing Community Development loans from application to final approval and working with officers and clients to request and obtain documentation needed for final approval/closing.
Position Requirements:
Minimum of 3 years of retail banking experience
High school diploma or equivalent
Excellent written and oral communication skills
Excellent PC skills and intermediate Microsoft Office Suite skills
Preferred Requirements:
Previous experience working in Private Banking or loan processing
Working knowledge of retail and commercial loan documentation
Bachelor's degree or some college business courses
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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:
PRIVA004687
Posted : December 19, 2025
Full-Time
Locations Showing 1 location
Description The Private Bank Lending Assistant provides support to Community Development Lending and the Private Bank by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to;
Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding’s, ordering title reposts, UCC filings, and various inquires.
Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires.
Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information.
Prepare various monthly activity monitoring reports.
Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions.
Other duties and projects as assigned.
Processing Community Development loans from application to final approval and working with officers and clients to request and obtain documentation needed for final approval/closing.
Position Requirements:
Minimum of 3 years of retail banking experience
High school diploma or equivalent
Excellent written and oral communication skills
Excellent PC skills and intermediate Microsoft Office Suite skills
Preferred Requirements:
Previous experience working in Private Banking or loan processing
Working knowledge of retail and commercial loan documentation
Bachelor's degree or some college business courses
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr