Executive Lending Assistant - FineMark

About Working at FineMark Bank and Trust, a division of Commerce Bank

FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision-making, and delivering the highest level of service to our clients.

About This Job

The main purpose of this job is to provide administrative and lending support to the Dallas Market President. It involves organizing workflow, prioritizing tasks, and disseminating information within the office. The role also includes coordinating the loan process with the senior lending officer, credit analyst, loan coordinators, and clients.

Essential Functions

• Update Sageworks and client file folders
• Communicate proactively with clients regarding payments, financial information, identity information, credit reports and insurance
• Manage lending portfolios and create credit files as needed
• Handle client servicing requests and inquiries. Draws, payoffs, wires, payments, escrows & insurance questions, change of address, etc.
• Process address changes and loan account maintenance
• Manage lists of maturing credits, overdrafts, and past due loans
• Act as liaison between the lender and loan operations
• Communicate with borrowers, attorneys, realtors, title companies and insurance agents to facilitate the loan process
• Manage the appraisal and environmental process from order initiation to report review
• May assist in closing loans or renewals with clients with the ability to notarize
• Generate reports, agendas, notices, and maintain databases.
• Screens incoming calls and emails for the Market President, responding independently when possible
• Manage the Market President’s calendar and schedules appointments and meetings
• Compose and prepare communications and correspondence
• Support executive communications
• On behalf of the Market President input credit packages into Sageworks for client loans
• Arrange client and other meetings, including meeting spaces and refreshments
• Manage the Market President’s list of renewals, pipeline, past dues, and ticklers
• Ensures compliance with banking regulations, including the Bank Secrecy Act and Community Reinvestment Act
• Perform other duties as assigned

Knowledge, Skills & Abilities 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 common office equipment such as 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; ongoing employment may be contingent upon meeting all driving requirements
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook  

Education & Experience

• 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
• Salesforce, Sageworks, Laser Pro or FIS/Metavante Insight experience preferred

For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you’ll be asked to authorize our review of that record.

For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report

*Hybrid Schedule: In office 2 days per week  

#LI-DB1

#LI-Hybrid

Must be eligible to work in the US without sponsorship now or in the future.

The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits.  Click here to learn more.

Time Type: