Relationship Admin Specialist: Banking Support & Loans

Frost; Fredericksburg (TX); Sur place; USD 48 000 - 64 000; Plein temps

Avantages offerts par ce poste

Medical and dental benefits

401(k) matching

Generous PTO

Résumé du poste

Frost is seeking a Relationship Administrative Specialist to support loan officers with daily administrative tasks and policy implementation. You will prepare documents, compile reports, and liaise with internal teams to ensure smooth loan processes.

The role emphasizes strong organization, professional communication, and confidentiality while providing top-quality service to both internal and external customers.

Qualifications

• 3+ years of experience in banking or 2+ years as an Administrative Assistant or in loan administration.
• Willingness to be a valued team member of a functional group.
• Proven understanding of commercial lending processes.
• Excellent written and verbal communication skills.
• Strong business communication, including professional writing and speaking.
• Strong analytical and problem-solving skills.
• Proficient in Microsoft applications.

Responsabilités

• Collaborate with commercial lending teams to support portfolio management and business development activities.
• Prepare documents to assist in loan approval, modification, and coordinate loan closing processes.
• Compile administration reports such as Past Dues, Significant Balances, and Risk Grades to monitor loans.
• Monitor progress on LAMS, credit, and collateral exceptions weekly.
• Facilitate customer requests for stop payments.
• Coordinate opening of Depository Accounts with personal banking staff.
• Facilitate wire transfer transactions as directed by Relationship Manager or Business Banker.
• Update and maintain Salesforce records for clients and prospects.
• Monitor non-sufficient funds activity and resolve issues with customers.
• Stay knowledgeable of bank policies to ensure accurate deliverables.
• Exercise discretion to assist customers while maintaining confidentiality.
• Act with Integrity, Caring, and Excellence to achieve win-win outcomes.

Connaissances

Banking experience

Administrative support

Loan administration

Microsoft Office

Communication skills

Organizational skills

Customer service

Outils

Microsoft Office

Description du poste

Frost is seeking a Relationship Administrative Specialist to support loan officers with daily administrative tasks and policy implementation. You will prepare documents, compile reports, and liaise with internal teams to ensure smooth loan processes.

The role emphasizes strong organization, professional communication, and confidentiality while providing top-quality service to both internal and external customers.