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Senior Relationship Assistant Commercial Banking

Broadway Bank
vision insurance, paid time off, tuition reimbursement
United States, Texas, San Antonio
May 09, 2025
Position: Senior Relationship Assistant Commercial Banking | 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.

Position Overview:

The Senior
Commercial Loan Administrator manages both Commercial Real Estate (CRE) and Commercial
& Industrial (C&I) loans while providing elevated support across
commercial and construction lending operations. This dual-function role serves
as the primary point of service contact for Commercial Banking clients while also managing the administrative processes related to Commercial Real Estate loans, including
documentation, closing coordination,
and construction loan administration.
The position requires a client-
focused approach, strong attention to detail, and the ability to work collaboratively
with internal and external stakeholders to ensure efficient loan processing
throughout the entire lifecycle.

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 Bank's 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:

  • Extensive knowledge of loan documentation, compliance requirements, and underwriting principles for CRE and C&I loans.
  • 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 bank's geographic area may be required.

We're a culture that offers resources to benefit your
overall health and well-being:

  • Career Development and 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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