Commercial Banking - Relationship Assistant (VISTA)

NBH Bank; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Insurance

401k

Stock purchase plan

Paid time off

Associate banking perks

Job summary

NBH Bank is seeking a Relationship Assistant in Dallas to provide operational and administrative support to Relationship Officers and Banking Center leadership. You will coordinate all phases of the loan process, ensure documentation accuracy, and liaise with title companies for reports and endorsements.

The role includes monitoring loan pipelines, processing disbursements, and handling third-party reports while maintaining compliance with bank policies and regulatory requirements.

Qualifications

• Strong oral and written communication skills.
• Proficient in MS Office (Outlook, Word, Excel, PowerPoint).
• Ability to build peer and team cohesiveness.
• Ability to prioritize competing demands and manage multiple tasks.

Responsibilities

• Coordinate loan processing through closing and document accuracy.
• Serve as liaison with title companies for reports and endorsements.
• Order and review third-party reports (appraisals, title work, UCC filings).
• Monitor loan pipelines, ticklers, and post-close items.
• Process changes-in-terms, collateral releases, disbursements, and loan draws.
• Ensure compliance with BSA/OFAC and bank policies.

Skills

Strong communication

MS Office

Team collaboration

Prioritization

Client service

Professional demeanor

Education

High School diploma or GED

Job description

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

As a Relationship Assistant, you will provide operational and administrative support to Relationship Officers and Banking Center leadership in achieving loan production and portfolio management goals. This role is responsible for coordinating and supporting all phases of the loan process, including preparing loan files for closing, ensuring documentation accuracy and completeness, coordinating with the loan documentation team, and reviewing loan documents and settlement statements to ensure compliance with approved credit structures and bank requirements. The Relationship Assistant will serve as a primary point of coordination with title companies for preliminary reports, endorsements, recordings, searches, and title instruction letters, while also ordering, reviewing, and processing business organizational documents.

Additional responsibilities include coordinating the ordering, delivery, and review of third-party reports such as appraisals, environmental investigations, title work, UCC filings, flood searches, insurance documentation, and credit reports. This position will monitor loan pipelines, manage loan ticklers, follow up on post-close items, perform internal post-close audits, and maintain accurate loan records and reporting. The Relationship Assistant will also process change-in-terms requests, collateral releases, paid loan files, loan disbursements, and construction loan draws, while overseeing loan fee GL accounts and processing invoices related to third-party reports and other Banking Center expenses.

In this role, you will support construction lending activities by coordinating inspections, handling loan disbursements, preparing authorized cashier's checks and wires, and ensuring interest reserve payments are processed timely. Additional duties include obtaining final title policies, validating insurance coverage, reviewing post-UCC searches, preparing payoff quotes and late fee reports, and maintaining accurate electronic loan records and documentation.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements:

To be considered for this position, you must possess the following qualifications.

• High School diploma or GED.
• 3+ years of banking experience.

Desired Qualifications:

To be considered an ideal candidate, you should possess some of the following qualifications:

• 5+ years of successful commercial or small business lending space.
• 3+ years in lending documentation/assisting experience.

Skills and Abilities:

Below is a general list of desired skills and abilities; this is not an exhaustive list.

• Strong oral and written communication skills with the ability to clearly and concisely articulate issues.
• Ability to think creatively and meet challenges with resourcefulness.
• Strong interpersonal skills with the ability to build peer and/or team cohesiveness.
• Ability to work effectively in a collaborative environment.
• Ability to prioritize competing demands and effectively manage multiple tasks and/or projects.
• Ability to make sound and timely decisions, to consistently deliver on commitments and assume responsibility for results.
• Strong client service skills with the ability to interact in a professional manner with both internal and external clients.
• Carries oneself in a professional manner both inside and outside the bank, always representing the bank in a professional manner.
• Proficient in MS office applications which include Outlook, Word, Excel and PowerPoint.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following.

• We are committed to our core value of meritocracy and supporting our associates in growing within their role.
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.

• Office setting with traditional hours.
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).

• Must be able to sit at a desk for an extended period of time.

• Must be able to work overtime to the extent necessary.

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered .

If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.