Commercial Banking Client Specialist
val's services · Atlanta, GA · 1 mo ago
FinanceFull-time
Role: Provides support to clients and sales staff through moderate clerical functions, focusing on commercial lending operations and administrative tasks. Responsibilities Include Supporting Commercial Relationship Managers with loan review, funding, and processingMaintaining loan records, evaluating credit information, and ensuring collateral sufficiencyCalculating interest, payments, and chargesAssisting with disbursements, loan extensions, and client inquiriesPreparing loan documents, notices, and reportsManaging client portfolios, addressing exceptions, and identifying operational needsFacilitating client relationships across loans, deposits, and other servicesAuthorizing payments, overdraft fees, and lines of credit withdrawalsCommunicating with external professionals and assisting with appraisals and complianceCollaborating with internal teams to ensure smooth loan closings and ongoing monitoringProcessing wire requests and providing administrative support as needed Qualifications High school diploma or GED with 2-4 years of relevant experience or equivalent education and experience