Commercial Banking - Senior Relationship Assistant (VISTA)

NBH Bank•Dallas, TX

3d•Onsite

About The Position

As a Senior Relationship Assistant you will serve in a highly responsible operational and administrative capacity supporting Relationship Officers and Banking Center leadership in achieving loan production, portfolio management, and client service goals. This role regularly exercises independent judgment and discretion in coordinating loan workflow activities, prioritizing multiple transactions and deadlines, reviewing loan documentation for accuracy and compliance with approved credit structures, resolving operational issues, and facilitating communication between internal and external business partners. The Senior Relationship Assistant functions as a key operational resource within the Banking Center and is expected to demonstrate professionalism, confidentiality, analytical ability, initiative, and sound decision-making while managing multiple priorities and supporting efficient lending operations.

Requirements

High school diploma or equivalent
3+ years of banking, commercial lending, or loan operations experience
Experience reviewing loan documentation and coordinating loan processing activities
Experience managing multiple priorities in a fast-paced operational environment
Strong organizational skills and attention to detail

Nice To Haves

5+ years of commercial or small business lending support experience
3+ years of lending documentation or loan administration experience
Strong understanding of commercial loan documentation, collateral, and portfolio management processes
Ability to exercise independent judgment and discretion with confidential financial information
Strong work ethic and ability to complete work accurately and efficiently
Ability to think logically in order to analyze situations and make sound decisions
Strong oral and written communication skills with the ability to clearly and concisely articulate issues
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Proficient in Microsoft Office applications including Outlook, Word, Excel, and PowerPoint

Responsibilities

Preparing and reviewing loan files for completeness and accuracy
Coordinating with loan documentation teams
Managing post-close follow-up activities
Overseeing loan exception tracking and portfolio reporting
Coordinating third-party reports including appraisals, title work, environmental investigations, insurance documentation, flood searches, and UCC filings
Supporting construction lending activities, loan disbursements, collateral releases, payoff preparation, and loan servicing functions
Maintaining accurate loan records and ensuring adherence to bank policies, procedures, and regulatory requirements