Commercial Executive Lending Assistant

Location: Grapevine, TX

A community-focused bank with a strong commitment to relationship banking is seeking a Commercial Executive Lending Assistant to support senior leadership within its commercial banking division. The organization is known for its disciplined credit practices, operational consistency, and strong client relationships across its markets.

This position provides direct administrative and operational support to executive-level commercial banking leadership while assisting in the day-to-day servicing of a commercial loan portfolio. The role operates within a dual reporting structure, supporting both senior lending leadership and the commercial loan operations function to ensure alignment with internal procedures, compliance standards, and portfolio priorities.

This opportunity is ideal for a detail-oriented banking professional who thrives in a fast-paced environment, understands commercial lending workflows, and takes a proactive approach to managing processes, documentation, and client communication.

Key Responsibilities:

Portfolio & Executive Support

• Provide direct administrative and operational support to senior commercial banking leadership in managing an assigned loan portfolio
• Coordinate and prepare materials for loan committee submissions, credit renewals, and loan closings
• Track and manage key loan dates, including maturities, renewals, rate adjustments, and covenant reporting deadlines
• Monitor portfolio activity and proactively identify items requiring attention, including expiring credits, missing documentation, and financial reporting needs
• Assist in the preparation and organization of annual reviews and ongoing portfolio management deliverables

Loan Documentation & File Management

• Maintain complete, accurate, and well-organized loan files in accordance with bank policy
• Ensure all required documentation; including loan agreements, financials, insurance, and entity documents, is properly recorded and accessible
• Review loan closing packages for completeness and coordinate with internal teams and third parties to resolve deficiencies
• Track and follow up on post-closing items to ensure timely receipt and compliance
• Support internal audits and examinations by maintaining audit-ready loan files

Tickler & Exception Management

• Manage tickler systems and exception tracking for the loan portfolio, including financial reporting, insurance, and compliance-related items
• Proactively follow up with borrowers and third parties to collect required documentation
• Maintain accurate records of outstanding items and provide regular updates to leadership
• Partner with loan operations to ensure timely clearing of exceptions and accurate system reporting

Client Communication & Correspondence

• Serve as a primary point of contact for borrowers on administrative and servicing-related matters
• Draft and distribute routine correspondence, including financial statement requests, covenant reminders, and compliance notices
• Coordinate collection of financial statements, tax returns, and other borrower reporting requirements
• Escalate sensitive client matters or credit concerns to senior leadership as appropriate

Administrative Support

• Manage scheduling, calendars, and coordination of meetings related to client and credit activities
• Prepare internal reports, presentations, and portfolio summaries
• Collaborate with internal departments including credit, operations, compliance, and legal to support portfolio servicing
• Perform additional duties as needed to support commercial banking leadership and operations

Required Qualifications

• 4–7 years of experience in commercial banking, loan operations, or commercial lending support
• Demonstrated experience managing loan files, tickler systems, and borrower communications
• Strong understanding of commercial loan documentation, collateral types, and servicing workflows
• Experience supporting senior lenders or executive-level banking professionals preferred
• Proficiency in Microsoft Office; familiarity with banking systems and document imaging platforms preferred
• Strong organizational skills with exceptional attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• High level of professionalism and discretion when handling confidential information
• Ability to work effectively within a dual reporting structure

Education

• Associate’s or Bachelor’s degree in Business, Finance, or a related field preferred (or equivalent experience)

This is a strong opportunity to support senior leadership within a respected community bank that values operational excellence, collaboration, and long-term client relationships. The role offers visibility, responsibility, and the ability to play a key part in the success of a growing commercial banking team.

About The Agency Recruiting

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