Client Specialist

Key Responsibilities

• Assist in structuring commercial loans to ensure compliance with credit policies and bank lending standards.
• Collaborate closely with Commercial Relationship Manager(s) to support portfolio management and client development.
• Communicate effectively with internal partners and clients regarding existing portfolios and portfolio activities.
• Create and maintain detailed reports on portfolio activities and performance.
• Conduct financial and credit analysis to assess credit risks and deepen understanding of client financials.

Qualifications

• Bachelor’s degree in business, finance or a related field required.
• 2-3 years of commercial portfolio management experience.
• General knowledge of C&I, CRE, financial statements and tax returns.
• Strong understanding of commercial lending, credit analysis, and financial analysis.
• Excellent communication and interpersonal skills to collaborate with internal teams and clients.
• Able to work effectively in a fast-paced banking environment.
• Detail-oriented with strong organizational and analytical skills.