Relationship Administrative Specialist

Job Description

The Relationship Administrative Specialist performs administrative duties for a Loan Officer or officers requiring knowledge of the bank's policies, practices, and organization. The role assists Loan Officers with project and implementation of policies, prepares special reports, gathers and summarizes data, and acts as a liaison between officers or managers and other members of the department. The specialist provides top quality service during every interaction with internal and external customers.

• 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

• 3+ years of experience in banking or 2+ years of experience as an Administrative Assistant or in loan administration.
• Willingness to work as a valued member of a functional team
• Proven understanding of commercial lending processes
• Exceptional organizational and multi-tasking skills
• Demonstrated ability to represent Frost in a professional manner
• Excellent written and verbal communication skills
• Strong business communication skills, including the ability to write and speak professionally
• Strong analytical and problem solving skills
• Proficient in Microsoft computer applications

• Loan documentation experience

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance
• 401(k) matching
• Generous holiday and paid time off schedule
• Tuition reimbursement
• Extensive health and wellness programs, including our Employee Assistance Program
• Referral bonus program + more!