Lending Assistant at Guaranty Bank and Trust N.A. in Addison, Texas

Job Description:

At Guaranty Bank & Trust, we are passionate about helping others and our communities.  We strive to stand out and be different, and as a result, our business is growing fast!

Guaranty Bank & Trust offers competitive pay and benefits, generous time off, continued training and career development.  Do you want to work for a respected financial institution who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical and is willing to invest in your career?  If so, we should meet!

We are currently searching for the right person to join our team as a Lending Assistant.

The Lending Assistant will provide a wide range of secretarial, clerical and other duties relating to the loan function of the Bank.  The job functions are:

Job Duties:

• Represent the Bank in a courteous and professional manner.


• Take loan applications, obtain credit reports and process credit denials according to regulations.


• Type memos, letters and reports.


• Greet customers and assist them with routine problems.


• Accept loan payments and deposits.


• Handle incoming telephone calls and mail.


• Obtain the necessary documents and legal papers for loans.


• Call and write letters to past due customers.


• Produce loan documents and renewal loans in an accurate and timely manner.


• May be responsible for servicing loans: ie, payments, payoff quotes and forwards to lenders and/or clients.


• Maintain knowledge of banking products and services in order to cross-sell to customers.


• Image documents into electronic filing system.


• Work exception reports.


• Set up meetings, conference and conference calls.


• Coordinate calendar/travel arrangements.


• Proactively monitor schedules to identify and resolve conflicts and inefficiencies.


• Comply with privacy policies and procedures to maintain customer confidentiality and information protection.


• Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.


• Complete and pass all required regulatory compliance training as assigned.


• Perform any additional duties and tasks assigned by management.

Qualifications & Skills:        

• Displays passion, commitment, and drive to deliver an experience that improves our customer’s financial lives. 


• Superior time management and organizational skills.


• Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning.


• Demonstrate professionalism in speech, demeanor, and dress.


• Be a team player/leader.


• Handle sensitive information with the highest degree of integrity and confidentiality.


• Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook).

Education, Experience & Licenses:

• High School diploma or equivalent.  Associates degree or higher preferred. 


• Minimum 2 years customer service experience.


• Minimum 3 years loan administrative experience in commercial, real estate and consumer loans.