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Full / Part-time: Full Time
Hours Per Week: 40
Location: 777 Taylor Street, Suite 902, Fort Worth, Texas, 76102


Performs secretarial and related administrative services to executive and lending officers in the lending department and supports other members of the lending department as well. Provides superior and quality customer service. Provides customers efficient and accurate transaction processing. Sells the Bank's products and services. Opens accounts and handles customer inquires.


The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.


1. Assist and support lending officers in loan documentation process, closing loans, perfecting liens, maintaining credit and collateral files, order lien searches and title commitments.
2. Respond to customer inquiries about existing commercial or consumer loans. Close new and renewed commercial and consumer loans and ensure accurate execution of all documents and receipt of all fees.
3. Provide customers with a central information point for inquiries regarding transactions, account status and operational issues.
4. Act as a liaison between customers and lending officers to facilitate account servicing, research and coordinate resolution of routine account problems related to overdrafts, returned items, stop payments, etc.
5. Provide basic secretarial support to all lending officers.
6. Assist lending officers with the administration and development of banking relationships including daily interface with customers, other financial institutions and internal departments.
7. Monitors maturing loans, past dues and credit collateral exceptions.
8. Process requests for loan advances and verify availability if requested funds, prepare tickets manually on loan payments, advances, loan fees, recording and related fees.
9. Prepare closing instructions and send to attorneys or title companies.
10. Respond to referrals and general inquires about lending.
11. Responsible for the maintenance and organization of loan files.
12. Assist in compiling loan documentation, sending closing instructions, ordering appraisals and surveys, and closing the loans for the Commercial Business Banking department.
13. Assist in compiling loan documentation, sending closing instructions, ordering appraisals and surveys, and closing the loans for the Small Business Administration department.
14. Assist with loans above $8MM with complex structures which include hotels, retail strip centers, multi-family apartment complexes, and warehouses. This includes gathering all corporate documentation to identify the ownership structure to determine who the final beneficiary is of the entity being used as our borrower or guarantor.
15. Assist in the management of more than $50MM in loan portfolios for the lenders which includes customer service calls, past dues, credit and collateral exceptions, and day to day requests from customers.
16. Assist on complex relationships with multiple borrowers and guarantors with due diligence by pulling OFAC, World Compliance, Google Searches, and Credit Bureau reports to satisfy the “Know Your Customer” policy. This includes sending all information to BSA for their final approval.
17. Assist in borrowing base advances and construction advances on complex loans which include accounts receivable and inventory financing and all hotel, multi-family, retail strip center, and warehouse construction loans.


1. Ability to work accurately and deal with job pressure and deadlines.
2. Promote and maintain positive relations with all contacts, customers and potential customers
3. Comply with all department and company policies and procedures.
4. Contribute to the fulfillment of department and company objectives and goals.
5. Perform as a team member in allocating and coordinating the work flow.
6. May train new employees and answer co-worker questions.
7. May be involved in ordering, receiving, verifying, and distributing cash.
8. Operates the Recycler and mans the Bank Vault to serve the bank's customers by:
o Accepting retail and/or commercial deposits, verifying cash and endorsements and giving customers their receipts.
o Identifying customers and cashing checks, or referring customers to an officer for authorization to cash checks.
o Balances cash daily
o Accepting payments for all loan transactions.
9. May be responsible for bank opening/closing.
10. Open and Close Vault
11. Promotes the bank's products and services; consistently cross-sells bank products at every opportunity.
12. Demonstrates a passion to solve customer problems and identifying and responding to customer’s needs effectively.
13. Follows teller over/short policy.
14. Process daily work through branch capture.
15. Send transport monitor to ITI.
16. Process adjustments in branch capture as needed.
17. Consistently meet or exceed productivity and quality standards.
18. Maintain a position of trust and responsibility by keeping all customer business confidential.
19. Responsible for making sure that teller cash box limits are always being met.
20. All other duties as assigned.


1. Opens primarily new domestic accounts and some foreign accounts including but not limited to checking, savings, and certificates of deposits, money markets, safe deposit boxes, and IRAs.
2. Collects and completes required documentation for accounts to comply with all regulatory requirements and bank policies.
3. Basic understanding of business documentation.
4. Conducts all required credit and banking history required inquiries prior to opening accounts.
5. Ensures completion of new account opening in a timely and courteous manner.
6. Performs required maintenance on customer accounts.
7. Demonstrates a good understanding of customer and enhanced due diligence.
8. Process and submits New Account and loan files for processing/closing/funding in a timely manner.
9. Responds to customer inquiries regarding their account or company products/services in a professional and courteous manner.
10. Closing of all account types.
11. Process consumer loan applications and close/fund consumer loans.
12. Prepares Debit Card applications, process instant issue debit cards and balance inventory.
13. Deliver or participate in bank presentations to employees of VBT commercial customers.
14. Process and submits credit card applications.
15. Submits referrals to cash management services, credit cards, mortgage loans, business loans, foreign exchange, and treasury management.
16. Sets up Check orders on system.
17. Process domestic and foreign wire transfers.
18. Complies with all bank policies and procedures and bank regulations.
19. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, Beneficial Ownership and OFAC requirements as they apply to this particular job title/position.
20. Performs other duties as assigned by supervisor.


These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Requires High School Diploma
• 1-2 years of experience in the banking field
• 6 or more years of experience in the lending assistant field (preferred)
• Excellent verbal and written communication skills
• Proficient in Microsoft Word and Excel
• Bilingual skills a plus
• Strong organizational skills; interpersonal, communications, customer relations, manage priorities and work flow
• Able to multi-task
• Knowledge of Real Estate, Commercial and Consumer loan documentation
• Excellent customer service skills
• Independent and self-motivated
• Be able to maintain high level of credibility with all levels of internal and external customers



Why Work at Vantage?

Our People/Our Culture

At Vantage, we have a committed professional team that share a passion for service. We are a team that values relationships and work together for the greater good of our customers. We strive to follow our motto "One Team. One Bank. One Company."

Our Benefits

  • 401(k) Plan Contribution Match
  • Health & Dental Insurance
  • Disability Insurance
  • Bonus & Incentive Pay Programs
  • Life Insurance
  • Vacation and sick paid leave

Our Programs

  • Health & Wellness Programs
  • Training & Career Development Programs
  • Academic Partnerships
  • Mentorship Program
  • Internship Program

More Perks

  • Employee Advisory Committee
  • Active Community Involvement

For additional information, please call the Human Resources department at (956) 664-8485.