Commercial Banking Support Team Lead

Department: Commercial Banking

Reports to: Chief Lending Officer

Designation: Full time

Waterfall Bank is a modern, relationship‑driven financial institution built on trust, responsiveness, and exceptional client service. We combine the agility of a boutique bank with the discipline of a high‑performing commercial banking team. As we grow, we are looking for leaders who think like bankers, act like owners, and elevate the client experience at every step.

The Commercial Banking Support Team Lead is a senior‑level “player‑coach” role responsible for delivering exceptional client service while supporting the full commercial banking lifecycle — from onboarding through loan and account closing and implementation. This role blends hands‑on execution with emerging leadership responsibilities, including mentoring team members, shaping workflows, and driving operational excellence.

The ideal candidate brings deep experience in commercial banking support, thrives in a collaborative environment, anticipates needs before they arise, and consistently models a polished, client‑focused approach. This position will evolve into managing a team as the department grows.

• Serve as a primary point of contact for commercial clients with a polished, team‑oriented approach.
• Lead onboarding activities and ensure a seamless transition from approval to implementation.
• Partner with Relationship Managers and the Chief Lending Officer to support client needs proactively.

• Coordinate loan and deposit documentation, due diligence, closing, and post‑closing tasks.
• Ensure accuracy, compliance, and timely processing across all stages of the loan and deposit lifecycle.
• Identify issues early and drive solutions that protect timelines and client experience.

• Act as a “player‑coach,” modeling best practices and supporting junior team members.
• Provide workflow guidance, quality review, and coaching as the team expands.
• Contribute to building a culture of accountability, teamwork, and continuous improvement.

• Work with KPIs, SLAs, and performance metrics to maintain high service standards.
• Recommend and implement process improvements that enhance efficiency and accuracy.
• Apply strong problem‑solving skills and attention to detail in a fast‑paced environment.

• A polished, service‑driven professional who thinks like a banker.
• Someone who thrives in a growing environment and brings structure where needed.
• A proactive problem‑solver who anticipates needs and elevates the client experience.
• A leader who models professionalism, teamwork, and continuous improvement.

• Bachelor’s degree or equivalent experience required.
• Minimum 3+ years in a commercial banking support role (Commercial Loan Assistant, Loan Operations, Onboarding, etc.).
• Strong understanding of the commercial lending lifecycle from approval through closing and implementation.
• Experience with commercial onboarding, loan and deposit documentation, and closing processes.
• Exceptional attention to detail, efficiency, and follow‑through.
• Confident, professional communication skills with comfort in client‑facing interactions.
• Team‑oriented mindset with emerging leadership capability.

Be part of a growing commercial banking team that values teamwork, client focus, and professional excellence. At Waterfall Bank, you’ll work closely with experienced leaders, contribute to a supportive culture, and play a key role in building scalable processes as we grow. It’s an opportunity to deepen your expertise and advance your career in a place that invests in its people.

Interested candidates should submit a resume to ma