Commercial Specialist - Metro
About the role
Extraco Banks is seeking a detail-oriented and service-driven Commercial Specialist to support their 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
- 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
- Facilitate loan closings with customers, ensuring understanding and proper execution of documents
- Cook up and coordinate closely with lenders, customers, and internal teams to ensure timely closings
- Provide clear, professional communication throughout the process
- 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
- 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
- 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
- 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
- A high school diploma or GED (required)
- A 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
- A strong attention to detail and organizational skills
- Excellent communication and customer service skills
- The ability to manage multiple priorities in a dynamic environment
- Proficiency in Microsoft Office (Excel, Word, PowerPoint)
- A high level of professionalism, integrity, and discretion
- The 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
- Sit, stand, and move throughout the day
- Lift up to 25 pounds
- Standard hours: Monday–Friday, 8:00 a.m. – 5:00 p.m.
- OCCASIONAL SATURDAY HOURS AS NEEDED
Pay
Competitive compensation provided.
Schedule
Standard hours: Monday–Friday, 8:00 a.m. – 5:00 p.m. OCCASIONAL SATURDAY HOURS AS NEEDED
Benefits
Extraco provides excellent benefits.
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 reasonable accommodation for persons with disability.
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