Relationship Administrative Specialist

Frost; Fredericksburg (TX); On-site; USD 48,000 - 64,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) matching

Generous PTO

Job summary

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.

Responsibilities

• 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.

Skills

Banking experience

Administrative support

Loan administration

Microsoft Office

Communication skills

Organizational skills

Customer service

Tools

Microsoft Office

Job description

Job Description

It’s about helping team members achieve big goals.

Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you know for your ability to adapt in everchanging fast paced environments? If so, then the Relationship Administrative Specialist role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s 155-year legacy of providing unparalleled banking services.

Who you are:

As our Relationship Administrative Specialist , you will be responsible for performing administrative duties for a Loan Officer or Officers requiring knowledge of the bank’s policies, practices, and organization. You enjoy assisting Loan Officer (s) with project and implementation of policies within the department; preparing special reports, gathering, and summarizing data; acting as liaison between Officers or manager and other members of department. You pride yourself in providing top quality service during every interaction with internal and external customers.

What you’ll do:

• 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 various administration reports such as Past Dues, Significant Balances, and Risk Grades to facilitate the continual monitoring of loans

• Monitor progress on LAMS, credit, and collateral exceptions on a weekly basis

• Facilitate customer requests for stop payments

• Coordinate the opening of Depository Accounts with personal banking staff

• Facilitate wire transfer transactions at the direction of a Relationship Manager and/or a Business Banker

• Update and maintain Sales Force records for clients and prospects as requested by commercial lending team

• Monitor non-sufficient funds activity to resolve any issues while communicating with the customer

• Remain knowledgeable of bank policies & procedures to ensure an accurate completion of deliverables

• Exercise discretion to assist existing and prospective customers while maintaining confidentiality

• Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes

What you’ll need:

• 3+ years of experience in banking or 2+ year of experience as an Administrative Assistant or in loan administration.

• Willingness to work as a valued member of a functional team

• Proven understanding of commercial lending processes

• Exceptional organizational and multi-tasking skills

• Demonstrated ability to represent Frost in a professional manner

• Excellent written and verbal communication skills

• Strong business communication skills, including the ability to write and speak professionally

• Strong analytical and problem solving skills

• Proficient in Microsoft computer applications

Additional Preferred Skills:

• Loan documentation experience

Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance

• 401(k) matching

• Generous holiday and paid time off schedule

• Tuition reimbursement

• Extensive health and wellness programs, including our Employee Assistance Program

• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger.