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Senior Relationship Assistant Commercial Banking- Dallas
Dallas, TX, USPosted Yesterday
hybrid
Job Description
Why Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending. Essential Functions: Prepare, review, and process CRE and C I loan documentation, ensuring compliance with credit approvals, policies, and regulatory standards. Coordinate CRE loan closings with title companies, attorneys, and internal stakeholders. Oversee construction loan administration, ensuring compliance with draw schedules, lien waivers, budget adherence, and inspection requirements. Verify and process documentation such as flood certifications, appraisals, entity records, leases, title commitments and insurance to ensure loan files are complete and accurate. Prepare loan packages and credit memorandums for C I loan approvals and renewals. Review C I loan documents for accuracy and compliance with approved credit terms and collateral requirements. Manage post-closing activities, including collateral monitoring, exception clearing, and document imaging, to ensure compliance with loan covenants for both CRE and C I loans. Process loan payments, advances, transfers, and account maintenance for both CRE and C I clients. Support bankers in monitoring past-due payments, overdrafts, and client follow-ups. Serve as the primary client contact for loan inquiries, servicing requests, and issue resolution. Assist in client onboarding by collecting and reviewing required documentation. Support bankers with CRM updates, call reports, and pipeline tracking. Open new deposit accounts, manage deposit client and maintenance requests such as wire transfers, address changes, and fraud research. Ensure adherence to all banking regulations, loan policies, and compliance standards. This position may require travel within the Bank’s geographic area.