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Relationship Administrator II

Richardson, Texas

Job Description:

Leads the effort in the pre-closing and closing process on basic real estate loans, including construction, term, lines of credit, and letters of credit; and with some supervision, contributes to the processes on moderately complex to complex real estate loans, which may include syndications. Reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Client Manager, borrower, counsel, construction consultants and title companies. Monitors documentation requirements and exceptions, including interest and past dues. May contribute to the training of junior associates. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, monitoring non-loan sources of funds for certain product types, and ensuring loan is in balance in accordance with approval. Has three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills.

Required Skills:

  • Knowledge of syndicated loans (Lead and Member Bank)
  • Three or more years of previous commercial construction real estate loan administration experience or construction real estate paralegal experience
  • Finance or accounting experience
  • Understanding of regulatory requirements and credit and operational risk management
  • Excellent written and verbal communication skills
  • Strong ability to influence, effectively collaborate and coordinate closing activities with a variety of business and external partners
  • Excellent organizational and time management skills with ability to simultaneously manage multiple loan closings and competing priorities
  • Technically proficient, including Windows, Excel, Word, and Outlook
  • Solution oriented problem solving skills

Desired Skills:

  • Bachelor’s degree or equivalent experience
  • Loan IQ knowledge a plus

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Leads the effort in the pre-closing and closing process on basic real estate loans, including construction, term, lines of credit, and letters of credit; and with some supervision, contributes to the processes on moderately complex to complex real estate loans, which may include syndications. Reviews loan approval and loan documents prepared by counsel to ensure consistency and adherence to requirements. Works closely with Client Manager, borrower, counsel, construction consultants and title companies. Monitors documentation requirements and exceptions, including interest and past dues. May contribute to the training of junior associates. Responsible for managing construction draw process, including reviewing construction draw packages, identifying and helping to resolve construction and title issues, keeping accurate records of loan budget, monitoring non-loan sources of funds for certain product types, and ensuring loan is in balance in accordance with approval. Has three or more years of previous real estate loan administration experience or real estate paralegal experience; proficient computer skills, including Windows, Excel, Word and Outlook; excellent written and verbal communication skills; effective problem solving skills.

Required Skills:

  • Knowledge of syndicated loans (Lead and Member Bank)
  • Three or more years of previous commercial construction real estate loan administration experience or construction real estate paralegal experience
  • Finance or accounting experience
  • Understanding of regulatory requirements and credit and operational risk management
  • Excellent written and verbal communication skills
  • Strong ability to influence, effectively collaborate and coordinate closing activities with a variety of business and external partners
  • Excellent organizational and time management skills with ability to simultaneously manage multiple loan closings and competing priorities
  • Technically proficient, including Windows, Excel, Word, and Outlook
  • Solution oriented problem solving skills

Desired Skills:

  • Bachelor’s degree or equivalent experience
  • Loan IQ knowledge a plus

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21068587

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Erika Bennett

Referral Bonus:

0

Street Address

Primary Location:
2380 PERFORMANCE DR, TX, Richardson, 75082