Commercial Client Administrator

About the role

The Commercial Client Administrator supports Relationship Managers and provides direct client service to business clients. Key responsibilities include handling client inquiries, processing documentation, and coordinating workflows.

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.
• Maintain account activity, resolve discrepancies, and follow up on required client actions.
• Support client onboarding by collecting and verifying necessary documentation.
• Coordinate workflows using operational platforms like nCino and Salesforce to manage client records.
• Aid clients with loan payments, transfers, and account setup, ensuring appropriate authorization.
• Collaborate with internal teams such as underwriting, compliance, and operations to deliver timely client services.
• Provide support for fraud monitoring, including red flag activity and preparing Enhanced Due Diligence forms.

Requirements

• High school diploma or equivalent; 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.

Qualifications

• High school diploma or equivalent; 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.

Skills

• Excellent communication and organizational skills.
• Knowledge of financial statements.
• Ability to learn loan documentation processes and systems.
• Proficiency in Microsoft Office Suite and banking systems.

Benefits

N/A

Pay

N/A

Schedule

N/A