Commercial Lending Assistant

Workway, Inc.•Grapevine, TX

3d•Onsite

About The Position

We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Commercial Lending Assistant opportunity with a growing community bank. The Lending Assistant provides execution support across the commercial loan lifecycle and provides administrative support to the Chief Banking Officer. This role is built for a high performer who is comfortable moving quickly in a high-growth, fast-paced environment.

Requirements

Experience in commercial lending support, loan administration, or a closely related financial services role.
Working knowledge of commercial loan documentation, entity structures, and closing/post-closing requirements.
Strong organizational skills with the ability to juggle multiple transactions, deadlines, and stakeholders accurately.
Proficiency in Microsoft Office and the aptitude to quickly learn loan origination and pipeline-management systems.

Nice To Haves

3+ years of commercial lending, credit administration, or loan operations experience within a regulated bank.
Hands-on experience with complex commercial credits, including commercial real estate (CRE), C&I, and participations.
Experience handling exception tracking, covenant monitoring, collateral documentation, and audit requests.

Responsibilities

Oversee the administrative workflow for commercial loans from application intake and due diligence to closing, funding, and post-closing.
Review deal setups, entity information, and document packages for accuracy.
Maintain organized, compliant electronic loan files.
Proactively identify and resolve bottlenecks, missing information, and documentation exceptions (e.g., covenants, insurance, ticklers).
Serve as a central point of contact, providing timely updates on requirements and deadlines to customers, third parties, and internal teams.
Provide direct administrative support to the CBO, including calendar management, correspondence, meeting prep, and action-item tracking.
Provide cross-coverage for the broader portfolio and help build process improvements, checklists, and templates to increase team speed and accuracy.