Commercial Specialist - Metro

Extraco Banks, N.A.

Frisco, Texas
29 days ago

Highlights

This role is essential in delivering a seamless client experience by coordinating loan documentation, supporting relationship management activities, and assisting with deposit and operational needs. The ideal candidate thrives in a fast-paced environment, is highly organized, and is committed to providing exceptional service to both internal partners and commercial clients.

Numbers & Facts

Location	Frisco, Texas
Industry	Banking
Company Size	100 to 499 employees
Year Founded	1902
Website	https://www.extracobanks.com

Description

About the Role

Extraco Banks is seeking a detail-oriented and service-driven Commercial Specialist to support our Commercial Banking team in Frisco, TX. This role is essential in delivering a seamless client experience by coordinating loan documentation, supporting relationship management activities, and assisting with deposit and operational needs.

The ideal candidate thrives in a fast-paced environment, is highly organized, and is committed to providing exceptional service to both internal partners and commercial clients.

What You’ll Do:

Commercial Loan Documentation & Processing

Prepare and coordinate documentation for new commercial loans, renewals, and modifications
Ensure loan files are complete, accurate, and compliant with internal policies and regulations
Enter loan requests and approved terms into bank systems for processing

Loan Closing & Client Interaction

Facilitate loan closings with customers, ensuring understanding and proper execution of documents
Coordinate closely with lenders, customers, and internal teams to ensure timely closings
Provide clear, professional communication throughout the process

Portfolio Administration & Tracking

Track documentation status, exceptions, and follow-up items
Support compliance with loan policies, Fair Lending, and CRA requirements
Identify and escalate potential documentation or asset quality concerns

Client Service & Relationship Support

Deliver a high level of customer service across in-person, phone, and digital channels
Serve as a point of contact for operational and servicing inquiries
Support relationship retention through responsiveness and attention to detail

Team Support & Collaboration

Partner with designated lenders to support loan production efforts
Maintain accurate records of customer interactions in CRM systems
Collaborate with loan operations, credit, and other internal teams

Deposit Operations & Teller Functions

Open and service business and consumer deposit accounts
Process routine transactions including deposits, withdrawals, and transfers
Maintain and balance a cash drawer in accordance with bank procedures
Adhere to all security, compliance, and fraud prevention protocols

What You Bring:

Education & Experience

High school diploma or GED (required)
Bachelor’s degree in Business, Finance, or related field (preferred)
Experience in commercial lending support, loan operations, or documentation
Familiarity with banking regulations and loan compliance requirements
Retail banking, deposit operations, or teller experience (preferred)

Skills & Abilities

Strong attention to detail and organizational skills
Excellent communication and customer service skills
Ability to manage multiple priorities in a dynamic environment
Proficiency in Microsoft Office (Excel, Word, PowerPoint)
High level of professionalism, integrity, and discretion
Ability to accurately handle cash and maintain balancing standards

Work Environment & Schedule

Primarily office-based with moderate noise levels
Regular use of computers and standard office equipment
Ability to sit, stand, and move throughout the day
Ability to lift up to 25 pounds
Standard hours: Monday–Friday, 8:00 a.m. – 5:00 p.m.
Occasional Saturday hours as needed

Why Extraco Banks

At Extraco, we are committed to building strong communities and lasting relationships. You’ll join a team that values integrity, service, and collaboration while providing opportunities to grow your career in banking.

Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.

About Company

We value our employees and work to provide a thoughtful career path and individual development plan. We believe Extraco is “Where the best come to learn and grow.” It’s engrained in our culture. It’s how we do business.

We are also committed to providing world-class products and services and long-term relationships with our customers. We pride ourselves on being the first to market with innovative products and services that are found online, via mobile or in our store.

We have over 400 Central Texans just like you and me in our family. If you’d like to be a part of our world-class team, apply with us today.