Commercial Lending Assistant

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.