Commercial Loan Assistant Supervisor
Location: Plano, TX
A well-established financial institution with a strong commitment to relationship banking is seeking an experienced Commercial Loan Assistant Supervisor to support its commercial lending team. This individual will play a critical role in providing administrative, operational, and client service support throughout the lending process while helping ensure a seamless experience for both borrowers and lending officers.
While this position remains a highly hands-on Commercial Loan Assistant role, the Supervisor will also provide day-to-day guidance, mentorship, and workflow coordination for a small team of Commercial Loan Assistants. This individual will serve as a resource for best practices, training, and operational consistency while continuing to perform the full scope of commercial loan support responsibilities.
The Commercial Loan Assistant Supervisor will be responsible for assisting with loan documentation, processing, closing coordination, portfolio administration, and ongoing client support. This role is ideal for a detail-oriented banking professional with a strong understanding of commercial lending operations, a collaborative leadership style, and a commitment to delivering exceptional customer service.
Key Responsibilities:
- Provide administrative and operational support to Commercial Lenders throughout the loan origination and servicing process
- Provide day-to-day guidance, mentorship, and workflow coordination for Commercial Loan Assistants while remaining actively involved in daily production responsibilities
- Prepare loan worksheets and assist with the processing, closing, booking, and maintenance of commercial and consumer loans
- Collect, review, and organize loan documentation, including appraisals, title work, flood certifications, financial information, and other required documents
- Ensure loan files are complete, accurate, and compliant with internal policies and regulatory requirements
- Verify loan documentation for proper signatures, legal descriptions, vesting information, dates, and other critical details
- Assist borrowers with loan applications and maintain accurate loan information within banking systems
- Coordinate with attorneys, title companies, appraisers, and other third parties to facilitate timely loan closings
- Prepare loan modifications, deferrals, renewals, and exception reporting documentation as needed
- Respond to customer inquiries regarding loan processing, loan servicing, and account information
- Process loan payments and assist with collection activities, including preparing and distributing past-due notices and collection correspondence
- Support relationship-building efforts by providing exceptional customer service and identifying opportunities to deepen banking relationships
- Promote and cross-sell appropriate banking products and services based on client needs
- Maintain ongoing communication with lenders and customers to ensure a smooth and efficient lending experience
- Assist with onboarding, training, and development of Commercial Loan Assistants while helping promote consistent processes and high-quality work
- Assist with departmental projects and process improvement initiatives as needed
Required Qualifications:
- High school diploma or GED required; additional banking or financial services education preferred
- Prior banking experience required
- Commercial lending support experience strongly preferred
- Previous experience serving as a Senior Commercial Loan Assistant, Team Lead, Mentor, or Supervisor is preferred but not required
- Working knowledge of commercial loan documentation, processing, and servicing procedures
- Strong understanding of lending products and banking operations
- Exceptional attention to detail and organizational skills
- Ability to manage multiple priorities while maintaining accuracy and meeting deadlines
- Strong customer service and relationship management skills
- Excellent verbal and written communication abilities
- Proficiency with banking software systems and Microsoft Office applications
- Demonstrated problem-solving skills, sound judgment, and the ability to coach and support team members
- Ability to work effectively in a fast-paced, team-oriented environment
- Dependable, self-motivated, and committed to delivering high-quality work
This is an excellent opportunity for an experienced banking professional seeking to join a growing commercial lending team in a highly visible support role with light leadership responsibilities. The successful candidate will work closely with lenders, clients, and fellow Commercial Loan Assistants while helping support team success, operational efficiency, and a high-quality lending experience. This role offers the opportunity to combine hands-on commercial loan administration with mentorship and team leadership while continuing to build strong commercial banking relationships.
For immediate consideration, please contact Nate Algood directly.
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