Executive Lending Assistant

Commerce Bank

. Provide administrative and lending support to the Dallas Market President .

Posted 11/9/2026full-timeDallas • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong administrative and lending support capabilities, with expertise in managing lending portfolios, coordinating loan processes, and ensuring compliance with banking regulations. Proficient in client communication and maintaining detailed records while managing multiple priorities effectively.

Highest-signal resume keywords

Administrative Lending SupportLoan Process CoordinationBanking Regulations ComplianceClient CommunicationAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Account MaintenanceCredit File ManagementReport GenerationDatabase MaintenanceProofreading

Soft Skills

Excellent Written CommunicationExcellent Verbal CommunicationInterpersonal CommunicationStrong Attention To DetailAbility To Manage Multiple Priorities

Tools & Technologies

SageworksSalesforceMicrosoft WordMicrosoft ExcelMicrosoft TeamsMicrosoft Outlook

Certifications & Qualifications

Bachelor’s DegreeValid Driver’s License

Industry Keywords

RESPATRID/Regulation ZFlood Disaster Protection ActEqual Credit Opportunity ActFair Housing ActFair Credit Reporting ActBank Secrecy ActCommunity Reinvestment Act

About the role

Key responsibilities & impact

Provide administrative and lending support to the Dallas Market President
Organize workflow, prioritize tasks, and disseminate information within the office
Coordinate the loan process with senior lending officers, credit analysts, loan coordinators, and clients
Update Sageworks and client file folders
Communicate with clients regarding payments, financial information, identity information, credit reports, and insurance
Manage lending portfolios and create credit files
Handle client servicing requests including draws, payoffs, wires, payments, escrows, insurance questions, and address changes
Process address changes and loan account maintenance
Manage lists of maturing credits, overdrafts, and past-due loans
Liaise between lenders and loan operations
Communicate with borrowers, attorneys, realtors, title companies, and insurance agents to facilitate the loan process
Manage appraisal and environmental processes from order initiation through report review
Assist with loan or renewal closings and notarization when able
Generate reports, agendas, and notices; maintain databases
Screen incoming calls and emails for the Market President and respond independently when possible
Manage the Market President’s calendar and schedule appointments and meetings
Compose communications and correspondence and support executive communications
Input credit packages into Sageworks for client loans
Arrange client and other meetings, including meeting spaces and refreshments
Manage renewals, pipeline, past-due loans, and ticklers
Ensure compliance with banking regulations, including the Bank Secrecy Act and Community Reinvestment Act
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree or equivalent combination of education and experience required
5+ years of experience in administrative lending support within a financial institution, mortgage company, law office, or title company required
Strong knowledge of RESPA, TRID/Regulation Z, Flood Disaster Protection Act, Equal Credit Opportunity Act, Fair Housing Act, and Fair Credit Reporting Act
Familiarity with fax machines, copy machines, and scanners
Excellent proofreading skills
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong attention to detail and ability to manage multiple priorities
Excellent written, verbal, and interpersonal communication skills
Basic proficiency with Microsoft Word, Excel, Teams, and Outlook
Salesforce, Sageworks, Laser Pro or FIS/Metavante Insight experience preferred
Must be eligible to work in the US without sponsorship now or in the future
Authorization for motor vehicle driving record review required if considered
Authorization for investigatory consumer report disclosing credit history required if considered

Benefits

Comp & perks

Employer sponsored health insurance
Dental insurance
Vision insurance
401(k)
Life insurance
Paid vacation
Paid personal time
Career development
Education assistance
Voluntary supplemental benefits
Hybrid schedule with in-office work 2 days per week