CRE Portfolio Support Specialist – Client-Focused

Frost; Dallas (TX); On-site; USD 66,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Tuition reimbursement

Job summary

Frost in Dallas seeks a Commercial Real Estate Support Specialist to support the CRE team with administration and portfolio management, focusing on service excellence and strong relationships with customers.

You will assist Relationship Managers, monitor loan performance, covenant compliance, and contribute to quarterly reports while maintaining integrity and care. A business degree and CRE training are preferred.

Qualifications

• Bachelor’s degree in Business, preferably in Accounting or Finance.
• 2+ years in commercial banking or portfolio management.
• Completion of Frost’s Financial Services University training.
• Ability to assess credit risk and loan structures.
• Record of high-quality underwriting work.

Responsibilities

• Assist with portfolio management of CRE loans and processing construction draws.
• Analyze borrower financials, property performance, leases, milestones, and market trends.
• Communicate with customers to gather financial information and docs.
• Partner with Relationship Managers to deliver client experiences and cross-team communication.
• Produce internal reports for quarterly reviews and portfolio health.
• Monitor loan performance and covenant compliance; identify risks or opportunities.
• Develop strong internal relationships and stay updated on policies.
• Uphold integrity, caring, and excellence in all interactions.

Skills

Customer service

Communication

Credit risk assessment

Underwriting

Portfolio management

Attention to detail

Multi-tasking

Relationship building

Education

Bachelor’s degree in Business (Accounting/Finance preferred)

Frost Financial Services University training

Tools

Microsoft Office

Job description

Frost in Dallas seeks a Commercial Real Estate Support Specialist to support the CRE team with administration and portfolio management, focusing on service excellence and strong relationships with customers.

You will assist Relationship Managers, monitor loan performance, covenant compliance, and contribute to quarterly reports while maintaining integrity and care. A business degree and CRE training are preferred.