Commercial Client Administrator

ESSENTIAL DUTIES & RESPONSIBILITIES

• Serve as the primary point of contact for client inquiries, resolving routine issues and escalating complex matters as needed.
• Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance with internal policies and regulatory requirements.
• Aid in the preparation of loan documents, credit agreements, and other banking-related materials.
• Monitor account activity and follow up on discrepancies or required client actions.
• Support relationship managers with client onboarding, including collecting and verifying required documentation.
• Use operational platforms such as nCino and Salesforce to coordinate workflows and maintain accurate client records.
• Absorb clients with loan payments, transfers, and account setup, ensuring appropriate authorization.
• Collaborate with internal teams such as underwriting, compliance, and operations to ensure timely delivery of client services.
• Maintain knowledge of bank products, including merchant services, treasury management, and wealth management.
• Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

• A high school diploma or equivalent; an associate’s degree preferred.
• One year of related support experience, preferably in a financial institution.
• Basic knowledge of financial statements.
• Ability to learn loan documentation processes and systems.
• Proficiency in Microsoft Office Suite and banking systems.
• Strong communication and organizational skills.