Senior Relationship Assistant Commercial Banking- Dallas

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 Bank's geographic area.