Executive Lending Assistant - FineMark

Commerce Bank•Dallas, TX

1d•Hybrid

About The Position

The Executive Lending Assistant provides administrative and lending support to the Dallas Market President. The role organizes workflow, prioritizes tasks, disseminates information within the office, and coordinates the loan process with the senior lending officer, credit analyst, loan coordinators, and clients. The position also supports client servicing, lending portfolio management, loan documentation, and executive communications. The role is listed as remote in Dallas, Texas, with a hybrid schedule requiring in-office work two days per week. The selected candidate may be eligible for employer-sponsored health, dental, and vision insurance, a 401(k), life insurance, paid vacation, paid personal time, career development, education assistance, and voluntary supplemental benefits. Candidates must be eligible to work in the United States without current or future sponsorship.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
At least 5 years of administrative lending support experience within a financial institution, mortgage company, law office, or title company.
Strong knowledge of RESPA, TRID/Regulation Z, the Flood Disaster Protection Act, the Equal Credit Opportunity Act, the Fair Housing Act, and the Fair Credit Reporting Act.
Familiarity with common office equipment such as fax machines, copy machines, and scanners.
Excellent proofreading skills.
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent on meeting all driving requirements.
Motivated, organized self-starter with strong attention to detail and ability to manage multiple priorities.
Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and reflect the company’s culture and Core Values.
Basic proficiency with Microsoft Word, Excel, Teams, and Outlook.
Must be eligible to work in the United States without sponsorship now or in the future.
Must authorize review of driving record and an investigatory consumer report disclosing credit history if considered for the position.

Nice To Haves

Experience with Salesforce, Sageworks, Laser Pro, or FIS/Metavante Insight.

Responsibilities

Update Sageworks and client file folders.
Proactively communicate with clients regarding payments, financial information, identity information, credit reports, and insurance.
Manage lending portfolios and create credit files as needed.
Handle client servicing requests and inquiries, including draws, payoffs, wires, payments, escrows, insurance questions, and address changes.
Process address changes and loan account maintenance.
Manage lists of maturing credits, overdrafts, and past-due loans.
Act as a liaison between the lender and loan operations.
Communicate with borrowers, attorneys, realtors, title companies, and insurance agents to facilitate the loan process.
Manage the appraisal and environmental process from order initiation through report review.
Assist with loan or renewal closings with clients, including notarization when able.
Generate reports, agendas, and notices, and maintain databases.
Screen incoming calls and emails for the Market President and respond independently when possible.
Manage the Market President’s calendar and schedule appointments and meetings.
Compose and prepare communications and correspondence.
Support executive communications.
Input credit packages into Sageworks on behalf of the Market President for client loans.
Arrange client and other meetings, including meeting spaces and refreshments.
Manage the Market President’s lists of renewals, pipeline, past-due loans, and ticklers.
Ensure compliance with banking regulations, including the Bank Secrecy Act and Community Reinvestment Act.
Perform other duties as assigned.