Client Support Specialist

About the role

This position provides support to clients and sales staff by performing moderate clerical functions related to office operations and document processing. It primarily involves assisting with commercial lending activities, including reviewing and funding loans, processing and administering loans, maintaining records, and ensuring collateral and credit information are accurate. The role also includes answering client inquiries, opening accounts, promoting bank products, and preparing loan documents and reports.

Responsibilities

• Support Commercial Relationship Managers with loan review, funding, and documentation.
• Manage loan records, process payments, and calculate interest and charges.
• Assist with disbursement of funds, extensions, and client account inquiries.
• Authorize overdraft payments and line of credit withdrawals.
• Coordinate with professionals such as attorneys, insurance, and title companies.
• Order appraisals, flood determinations, UCC filings, and ensure compliance with OFAC.
• Collaborate with various departments to monitor loans, deposits, and treasury accounts.
• Process wire requests and provide administrative support as needed.

Qualifications & Skills

• High school diploma or GED with 2-4 years of relevant experience or equivalent education and experience.
• Strong organizational, communication, and clerical skills.
• Knowledge of commercial lending processes, loan documentation, and banking operations.
• Ability to work closely with clients, professionals, and internal teams to ensure smooth transactions.