Commercial Banking Client Specialist

Role Overview This position provides support to clients and sales staff by performing moderate clerical functions related to office and document processing, with a focus on commercial lending activities. Key Responsibilities Assist Commercial Relationship Managers with loan review, funding, and processing, including record-keeping and documentation.Obtain credit information, verify collateral, and calculate loan charges such as interest and payments.Support activities like disbursing funds, extending loans, and managing client inquiries about bank products and services.Prepare loan documents, notices, reports, and maintain client portfolios by resolving exceptions and credit issues.Identify client operational needs, promote bank products, and provide comprehensive client support across various banking services.Authorize payments, process withdrawals on lines of credit, and coordinate with professionals such as attorneys and insurance agents.Assist with ordering appraisals, flood determinations, UCC filings, and ensure compliance with OFAC regulations.Collaborate with internal teams to ensure smooth loan closings, monitoring, and administration of deposit and treasury management accounts.Process wire requests and provide administrative support across departments as needed. Qualifications & Skills High school diploma or GED, with 2-4 years of relevant experience or equivalent education and work background.Ability to perform all essential duties satisfactorily, demonstrating necessary knowledge, skills, and abilities.