Job Description

PlainsCapital Banking is seeking a Lending Assistant to provide administrative and operational support to Loan Officers in a highly engaged, client-focused environment. This role requires working knowledge of lending procedures and systems and is responsible for servicing clients professionally while managing loan-related activities and documentation. The Lending Assistant facilitates monetary transactions and assists clients with both loan and deposit-related matters.

• Provide administrative support for Loan Officers and/or lending teams:
  • Generate reports and monitor activity within assigned loan portfolios.
  • Review exception reports and resolve exceptions promptly.
  • Assist with daily overdraft/NSF decisions.
  • Review past due reports with officer, notates any updates. Assists with client past due
    
    contacts/notifications when appropriate.
  • Coordinates meetings between officer, clients, other Bank departments.
  • Prepares and submits expense reports; ensures reimbursements are processed accurately.
• Prepare and maintain accurate customer loan files and correspondence.
• Facilitate client transactions and account maintenance requests (e.g., payments, wire transfers, deposits, address changes); coordinate with Retail Banking and other departments as needed.
• Assist clients with account inquiries and basic loan documentation questions.
• Coordinate with Loan Officers, borrowers, and Loan Operations to ensure loan files are complete and accurate; collect required documentation and resolve deficiencies.
• Provide financial documentation (e.g., tax returns, cash flow statements) to Credit Analysts during underwriting; request borrower documentation as needed.
• Review inspection reports and coordinate with Loan Operations and Loan Officers to ensure inspections are scheduled and completed.
• Perform general office support duties including receptionist relief, notarizing documents, ordering supplies, and document handling (fax/copy/scan).
• Greet clients, assess their needs, and assist or direct them appropriately.
• Perform other duties as assigned.

• Bachelor’s degree in related field OR combination of equivalent relevant work experience and high school diploma, GED, or equivalent experience required.
• 3 plus years of experience in related field of expertise. Familiarity with loan documentation a plus.
• Excellent verbal, written and interpersonal communication skills.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system.
• Excellent analytical, time management, organizational and problem-solving skills.
• Ability to multi-task and work in a deadline-driven environment.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown of Lubbock, Texas. With the acquisition of Plains National Bank, a Lubbock financial institution with one branch and approximately $198.8 million in assets, they began growing the bank one relationship at a time.

Over 30 years later, PlainsCapital Bank has held fast to its tried-and-true relationship-based culture and its commitment to financial strength and stability. PlainsCapital Bank ranks sixth among the largest banks headquartered in Texas by deposits and has a statewide presence with approximately 55 locations in markets such as Austin, the Coastal Bend, Dallas, Fort Worth, Houston, Lubbock, the Rio Grande Valley, and San Antonio. Backed by decades of experience, our knowledgeable bankers are renowned for their straightforward approach and for taking exceptional care of their clients. They bring both financial and industry expertise along with vast local market knowledge to each client relationship.

PlainsCapital Bank conducts both commercial and consumer banking, providing a full suite of commercial banking products and services to fit any business model and convenient services, personal attention, and account features to help simplify managing personal finances.

PlainsCapital Bank continues to remain strong and stable, delivering highly personalized service and a single point of contact to help customers reach their financial goals.

To learn more, please visit us online at plainscapital.com/about