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Frost · 1 day ago

Relationship Administrative Specialist

San Antonio, TX

Full-time

Onsite

Mid Level

3+ years exp

Frost is a leading banking institution committed to providing exceptional services. The Relationship Administrative Specialist will perform administrative duties for Loan Officers, support portfolio management, and ensure high-quality service during all customer interactions.

Banking

Comp. & Benefits

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 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

Qualification

Banking experienceCommercial lending processesLoan documentationMicrosoft applicationsMulti-tasking skillsAnalytical skillsOrganizational skillsWritten communicationVerbal communicationProblem solving skills