Financial Assistant (Public) jobs in San Antonio, TX
Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Assistant (Public) jobs
Executive Banking Assistant
- Independent Financial
-
San Antonio, TX
FULL_TIME
-
This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you.Under general direction, the Banking Assistant is responsible for providing administrative support to the Manager, Relationship Managers and/or Portfolio Managers in a specific geographical market or business line. The Banking Assistant is responsible for the proper processing of loan transactions and documents for loans in the portfolio, the maintenance of loan files and records, and the preparation of various reports. In addition, the Banking Assistant may communicate with third parties and customers to facilitate loan servicing and problem solve.Responsibilities:
- Coordinate loan due diligence with various third parties including loan processors and/or customers for larger, complex customer relationships
- Prepare and review loan due diligence for processing, administration and closing for larger, complex customer relationships with a deeper understanding of banker and customer expectations
- Conduct loan closings and disburse funds for more complex loans (participations, syndications and SWAP transactions
- Prepare advances on line of credit loans as approved by banker. More familiar with borrowing base and calculations of available funds
- Assist bankers with ongoing file maintenance, past due reports/notices, insurance management, compliance exceptions through problem solving and contacting customers as needed on more complex transactions
- Process extensions and/or modifications of matured loans
- Inform existing customers about the Bank’s products and services and works to resolve any issues (may vary by market)
- Participate in bank, customer and other meetings outside of the office to support business development efforts (may vary by market)
- Oversee and review loan due diligence as a point of contact for less experienced assistants
- Prepare and maintain construction loan records, floor plans, fund loans as needed and work closely with internal and external clients during the construction process on the most complex deals
- Review and coordinate resolution of NSF items and prepare wire transfers as needed. Verify wires up to specific amount based on approval limit
- Primary contact and subject matter expert for customer and third party inquiries throughout the lending relationship including but not limited to facilitating loan documentation, payment amounts, credit information, and resolving associated problems
- Answer customer inquiries regarding all transactions related to loan accounts; analyze the appropriateness of waiver requests and may negotiate exceptions
- Assist customers with credit information and credit reference requests from other companies and/or other institutions
- Adhere to operational controls to ensure safety and security of customers and banks assets, including legal, corporate and regulatory procedures and policies
- Train, on-board and provide ongoing support for new Banking Assistants and Bankers
- Champion for implementing new processes and procedures throughout the market
- Train and disseminate new information to all necessary parties
- May have direct reports, manage work flow
Qualifications:Education Requirements- High school diploma or equivalent is required
- Minimum of 7 years of experience in financial services customer service environment and/or loan documentation
OR- Bachelor’s degree
- Minimum of 5 years of experience in financial services customer service environment and/or loan documentation
Minimum Experience- Minimum of 2 years of experience supporting commercial and/or real estate lending
Knowledge/ Skills/ Abilities- Advanced knowledge of Microsoft Word, Excel, PowerPoint, Access, and Outlook (e.g. manage and track changes, create documents with tables of contents/footnotes, advanced functions such as VLOOKUP and IF statements, create pivot tables, develop databases, create presentation templates)
- Understanding of lending process from application to final booking.
- Previous knowledge of banking regulations.
- Requires high level of organization, interpersonal, communications and customer relations skills.
- Must be able to multi-task, be able to work with minimal supervision and be a team player.
- Ability to meet time sensitive deadlines.
- Able to work well under pressure and be able to handle constant interruptions.
Job Details:RegularTo all recruitment agencies: Independent Financial does not accept agency resumes without formal engagement of the agency. Please do not forward resumes to Independent Financial employees or any other organization location. Independent Financial is not responsible for any fees related to unsolicited resumes. - 1 Month Ago
Assistant Public Defender I
- Bexar County
-
San Antonio, TX
FULL_TIME
- Under general direction of the Chief Public Defender, Assistant Public Defender (APD) is responsible for representing defendants during the initial bail hearing conducted under Article 15.17 Code of C...
- 14 Days Ago
Assistant Director of Public Works
- City of Schertz
-
Schertz, TX
FULL_TIME
- POSITION SUMMARY: Under administrative direction, assists, plans, manages, oversees, and directs the operations and services of the assigned divisions or programs in the Public Works Department, which...
- 19 Days Ago
Assistant Public Information Officer
- Bexar County
-
San Antonio, TX
FULL_TIME
- Under general direction, is responsible for covering a wide variety of pressing governmental topics, manages the logistics of events, visibility, client management, vendor management, audience develop...
- 21 Days Ago
Assistant Director of Public Works
- City Of Fair Oaks Ranch
-
Fair Oaks, TX
FULL_TIME
- This is a professional position with broad administrative and managerial duties directing the day-to-day activities of the Maintenance and Utility departments within Public Works. These duties will in...
- 22 Days Ago
Assistant Director of Public Works
- CITY OF FAIR OAKS RANCH
-
Boerne, TX
FULL_TIME
- Overview: This is a professional position with broad administrative and managerial duties directing the day-to-day activities of the Maintenance and Utility departments within Public Works. These duti...
- 1 Month Ago
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0 Financial Assistant (Public) jobs found in San Antonio, TX area
Assistant Financial Controller
- JCB North America
-
San Antonio, TX
- Company Profile JCB is a family-owned company that has enjoyed huge success and expansion, growing from one man building...
- 4/18/2024 12:00:00 AM
Budget Analyst Associate - REMOTE
- Planet Pharma
-
San Antonio, TX
- Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
- 4/18/2024 12:00:00 AM
Personal Banker Evans & 281
- WELLS FARGO BANK
-
San Antonio, TX
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/17/2024 12:00:00 AM
Personal Banker Roving Greater San Antonio North
- WELLS FARGO BANK
-
San Antonio, TX
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/17/2024 12:00:00 AM
Assistant Director of Finance
- Creative Financial Staffing
-
Converse, TX
- One of our clients is looking to add an Assistant Finance Director to their team. Essential Job Duties of the Assistant ...
- 4/16/2024 12:00:00 AM
Assistant Financial Controller
- Jcb North America
-
San Antonio, TX
- Company Profile JCB is a family-owned company that has enjoyed huge success and expansion, growing from one man building...
- 4/16/2024 12:00:00 AM
Personal Financial Counselor, Assignment Ready Counselor, PFC, Texas
- Magellan Health, Inc.
-
San Antonio, TX
- This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such...
- 4/16/2024 12:00:00 AM
Pricing Analyst
- Accenture
-
San Antonio, TX
- At Accenture Federal Services, nothing matters more than helping the US federal government make the nation stronger and ...
- 4/14/2024 12:00:00 AM
About San Antonio, Texas
San Antonio (/ˌsæn ænˈtoʊnioʊ/; from Spanish, "Saint Anthony"), officially the City of San Antonio, is the seventh-most populous city in the United States, and the second-most populous city in both Texas and the Southern United States, with more than 1.5 million residents. Founded as a Spanish mission and colonial outpost in 1718, the city became the first chartered civil settlement in present-day Texas in 1731. The area was still part of the Spanish Empire, and later of the Mexican Republic. Today it is the state's oldest municipality.
The city's deep history is contrasted with its rapid rec...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$47,341 to $61,175
San Antonio, Texas area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Financial Assistant (Public) do?
Financial Assistant (Public) in Olympia, WA
Do you struggle to pay your family's dental bills? No dental benefits through your employer? Financial assistance is available if you meet the required criteria.
December 20, 2019
Financial Assistant (Public) in Honolulu, HI
Eligibility based on immigration status will need to be determined by one of our financial counselors.
January 28, 2020
Financial Assistant (Public) in Peoria, IL
The program provides financial counseling by specially trained staff familiar with artists’ employment cycles to determine eligibility for various insurance options – including government programs, or a sliding-scale fee-for-service arrangement.
January 23, 2020