Senior Relationship Assistant Commercial Banking- Dallas

Position: Senior Relationship Assistant Commercial Banking- Dallas | Division: Commercial Banking|
Work
Days:
Monday - Friday| Hours of Operation:
8:00am - 5:00pm

Why
Broadway Bank:
We
are one of the largest independently owned banks in Texas with offerings in
personal and private banking, wealth management, business banking and mortgage
lending.
Essential Functions:
Prepare, review, and process CRE and C&I loan documentation, ensuring compliance with credit approvals, policies, and regulatory standards.
Coordinate CRE loan closings with title companies, attorneys, and internal stakeholders.
Oversee construction loan administration, ensuring compliance with draw schedules, lien waivers, budget adherence, and inspection requirements.
Verify and process documentation such as flood certifications, appraisals, entity records, leases, title commitments and insurance to ensure loan files are complete and accurate.
Prepare loan packages and credit memorandums for C&I loan approvals and renewals.
Review C&I loan documents for accuracy and compliance with approved credit terms and collateral requirements.
Manage post-closing activities, including collateral monitoring, exception clearing, and document imaging, to ensure compliance with loan covenants for both CRE and C&I loans.
Process loan payments, advances, transfers, and account maintenance for both CRE and C&I clients.
Support bankers in monitoring past-due payments, overdrafts, and client follow-ups.
Serve as the primary client contact for loan inquiries, servicing requests, and issue resolution.
Assist in client onboarding by collecting and reviewing required documentation.
Support bankers with CRM updates, call reports, and pipeline tracking.
Open new deposit accounts, manage deposit client and maintenance requests such as wire transfers, address changes, and fraud research.
Ensure adherence to all banking regulations, loan policies, and compliance standards.
This position may require travel within the Banks geographic area.

Experience & Education:
Minimum of 5 years of experience in commercial loan administration, with a focus on CRE and C&I lending.
Strong knowledge of CRE transactions, construction loan administration, and C&I credit support.
Experience with draw process management and compliance monitoring.
High school diploma required; college coursework in finance, business, or real estate preferred.
Experience working with attorneys, title companies, contractors, and regulatory agencies.
Continuing education in Real Estate preferred.
Skills & Qualifications:
Skilled in managing and supervising loan processing, closing, and funding operations.
Strong attention to detail with the ability to review and interpret complex legal and financial documents.
Excellent interpersonal and communication skills for effective collaboration with clients, lenders, and external stakeholders.
Proficiency in Microsoft Office, banking systems, and CRM platforms.
Ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced environment.
Strong problem-solving skills and independent decision-making abilities.
Other Requirements:
Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act).
Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z.
Participate in industry training, credit exchange meetings, and professional development.
Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
Occasional travel within the banks geographic area may be required.
Were a culture that offers
resources to benefit your overall health and well-being:
Career Development
Mentorship Programs
Generous paid time off, minimum 4 weeks
Employee recognition, awards, and events
Free vision insurance
Retirement matching
Tuition
reimbursement
This job description is not
designed to be a comprehensive listing of duties, responsibilities, or
activities that are required for this job. Duties, responsibilities, and
activities may change at any time with or without notice.

Broadway Bank
is proud to be an Equal Opportunity Employer. Broadway Bank is a drug-free and
tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants
will receive consideration for employment without regard to race, color, sex,
sexual orientation, gender identity, religion, national origin, disability,
veteran status, or other legally protected status.

Member FDIC

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