About The Position

This role is about helping team members achieve big goals. The Commercial Real Estate Support Specialist performs administrative duties and general portfolio management within the commercial real estate team. The ideal candidate is excited to build relationships with customers through effective communication and exceptional customer service, and enjoys assisting Relationship Managers with monitoring loan performance, covenant compliance, and proactively identifying emerging risks. The role emphasizes providing top-quality service with integrity, caring, and excellence.

Requirements

  • Bachelor’s degree in Business, preferably in Accounting or Finance
  • 2+ years of experience in commercial banking or portfolio management; or related experience
  • Completion of Frost’s Financial Services University training
  • Ability to assess and understand credit risk and loan structures
  • Record of high-quality underwriting work
  • Excellent multi-tasking skills and high attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft applications

Nice To Haves

  • Experience with construction tracking, covenant forecasting, and CRE-specific reporting tools

Responsibilities

  • Assist with general portfolio management of commercial real estate loans, monitoring loan agreements and processing construction draws to ensure accuracy and compliance.
  • Analyze borrower financials, property performance, lease-up progress, construction milestones, and market trends to maintain accurate risk ratings and portfolio quality.
  • Communicate with customers to gather financial information and documentation as needed.
  • Partner with Relationship Managers to deliver excellent client experiences and facilitate smooth communication across teams, including syndicated loan relationships.
  • Produce internal reports for quarterly reviews and ongoing portfolio health assessments.
  • Monitor loan performance, covenant compliance, and proactively identify emerging risks or opportunities within the CRE portfolio.
  • Develop and sustain strong working relationships with internal business partners, staying informed on loan policy updates and the Bank’s current products and services.
  • Always take action using Integrity, Caring, and Excellence to achieve all-win outcome.

Benefits

  • Medical, dental, vision, long-term disability, and life insurance
  • 401(k) matching
  • Generous holiday and paid time off schedule
  • Tuition reimbursement
  • Extensive health and wellness programs, including our Employee Assistance Program
  • Referral bonus program
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