Jobs · OTHR · Ohio

Commercial Client Support Specialist

First Merchants Corporation · Columbus, OH · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, navigation, legal, EEO, etc. Also remove application instructions. Keep all substantive info. We need to parse the posting. Content: - Title: First Merchants Bank is seeking a Commercial Client Support Specialist... - About the role: description: "This position will serve a critical role as a specialist partner to the Commercial Banking team by driving the successful processing of commercial loan requests and actively supporting portfolio management. Deliver high-impact customer service by efficiently resolving client needs with precision and urgency, ensuring a seamless banking experience. Mitigate operational and reputational risk through strict compliance with established procedures and regulatory standards. Proactively identify and address portfolio needs, contributing to team efficiency and client satisfaction. To thrive in this role, one must demonstrate adaptability in a dynamic workflow, excel at learning quickly in a fast-paced environment, and manage multiple priorities with confidence and consistency – ultimately supporting the bank’s ability to grow market share." - Essential Duties & Responsibilities: list of bullet points (some sentences). We need to format as
  • . - To be successful in this position, we require the following: list of requirements (high school diploma, 3 years experience, etc). Also "The Following Would Be a Plus" list. - First Merchants Offers The Following: Base Pay PLUS Bonuses, Medical, Dental and Vision Insurance, 401k, Health Savings and Flexible Spending Accounts, Vacation/Sick Time, Paid Holidays, Paid Parental Leave, Tuition Reimbursement, Additional Benefits. - Additional Benefits? Actually they list benefits then "Additional Benefits". Might be just a heading but no details. We can include Benefits section with list. - Pay: they mention "Base Pay PLUS Bonuses". That's specific enough? It says Base Pay PLUS Bonuses. That's a statement about pay. We can include Pay section with that sentence. - Schedule: not mentioned. So omit. - About Us: "A Little About Us" paragraph. Could be About the role? Actually we already have About the role. Could add a section "About the Company" maybe but not in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put the "A Little About Us" under About the role? Or maybe we can treat as About the role? The instruction: use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can use those exact headings. We need to decide which sections to include. We have content for About the role (the initial paragraph). Responsibilities (Essential Duties & Responsibilities). Requirements (the required qualifications). Qualifications? Could combine with Requirements? But we have also "The Following Would Be a Plus" which could be Skills or Qualifications. Could treat as Skills. Or we could have Requirements (mandatory) and Qualifications (preferred). The allowed headings include Qualifications. So we can put mandatory under Requirements, preferred under Qualifications. Skills maybe not needed. Benefits: list of benefits. Pay: Base Pay PLUS Bonuses. Schedule: none -> omit. We must not repeat job title as heading. Not include Job ID etc. We must preserve all substantive information. Not invent or summarize away detail. Must not include filler like "commensurate with experience". Not present. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. The posting includes "Apply today to begin your career with us!" which is application instruction; we should remove that. Also "First Merchants Offers The Following Base Pay PLUS BonusesMedical, Dental and Vision Insurance401kHealth Savings and Flexible Spending AccountsVacation/Sick TimePaid HolidaysPaid Parental LeaveTuition ReimbursementAdditional Benefits". There's missing spaces but we can parse. We need to output HTML fragment only. Let's extract sections. About the role paragraph: "This position will serve a critical role as a specialist partner to the Commercial Banking team by driving the successful processing of commercial loan requests and actively supporting portfolio management. Deliver high-impact customer service by efficiently resolving client needs with precision and urgency, ensuring a seamless banking experience. Mitigate operational and reputational risk through strict compliance with established procedures and regulatory standards. Proactively identify and address portfolio needs, contributing to team efficiency and client satisfaction. To thrive in this role, one must demonstrate adaptability in a dynamic workflow, excel at learning quickly in a fast-paced environment, and manage multiple priorities with confidence and consistency – ultimately supporting the bank’s ability to grow market share." Responsibilities bullet points: The text under "Essential Duties & Responsibilities" includes multiple sentences, some are run-on. We need to split into list items. Let's parse: - Execute and support Commercial Lending Requests with Specialist Expertise. - Deliver exceptional customer service to commercial clients to ensure a positive client experience. - Transaction Support & Account Servicing responsibilities for executing and overseeing a range of non-monetary tasks that support accurate and efficient client account operations. This includes research in order to ensure timely and compliant handling of complex transaction activities and account maintenance. - Act as a proactive partner to the Commercial Banking team by supporting portfolio management activities, identifying potential issues early, and taking action to mitigate risk and maintain portfolio stability. - Uphold all regulatory and compliance standards by consistently validating that all activities meet required standards, supporting audit readiness and organizational integrity. - Participate in special projects as assigned by Management. - Mitigates fraud risk through prompt response, proactive prevention, and coordination between clients, internal fraud team and relationship manager. - Identify opportunities to improve banking and internal operational processes. We need to ensure each bullet is a
  • . Requirements (mandatory): "High school diploma or equivalent (GED). Minimum of three (3) years administration, banking or financial services experience, three (3) years education in a related field, or a combination thereof. Demonstrated experience with Microsoft Office (Word, Excel, Outlook, Teams). Ability to obtain Notary Public Designation within 6 months." We could split into list items. Qualifications (preferred): "Prior experience supporting commercial lending, document preparation, or loan servicing is highly desirable. Familiarity with banking terminology. Basic understanding of banking regulations and compliance-related areas such as KYC, OFAC and CIP. Strong analytical and organizational skills, attention to detail, and time management. Effective verbal and written communication skills. Ability to work independently while maintaining collaborative relationships with internal departments. Ability to multi-task in an independent work environment." We could split. Benefits: list: "Medical, Dental and Vision Insurance", "401k", "Health Savings and Flexible Spending Accounts", "Vacation/Sick Time", "Paid Holidays", "Paid Parental Leave", "Tuition Reimbursement", "Additional Benefits". The last "Additional Benefits" seems vague; maybe it's a heading but no detail. We could include it as a bullet but it's not specific. The instruction: never emit a heading followed by filler/placeholder text. For benefits section, we have real content for most items; "Additional Benefits" is vague; maybe we should omit that bullet as it's not specific. But we could keep it if it's part of the posting; but it's placeholder-like. Safer to omit. Pay: "Base Pay PLUS Bonuses". That's specific enough. Schedule: none. We also have "A Little About Us" paragraph: Could we include that under About the role? Or maybe we could add a separate section "About the role" already used; we could incorporate that paragraph into About the role as additional detail. The About the role currently is the first paragraph after the job title. The "A Little About Us" is separate; we could treat it as part of About the role or maybe we could create a separate section but not allowed headings. Could we put it under About the role as additional paragraph? The instruction: use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid having multiple

    under a heading. So we can put both paragraphs under About the role. Thus About the role will have two paragraphs: the initial description and the "A Little About Us" paragraph. Now we need to output HTML fragment. Structure:

    About the role

    First paragraph...

    Second paragraph (A Little About Us)...

    Responsibilities

    • ...
    • ...

    Requirements

    • ...
    • ...

    Qualifications

    • ...
    • ...

    Benefits

    • Medical, Dental and Vision Insurance
    • 401k
    • Health Savings and Flexible Spending Accounts
    • Vacation/Sick Time
    • Paid Holidays
    • Paid Parental Leave
    • Tuition Reimbursement

    Pay

    Base Pay PLUS Bonuses

    We must not include any extra text outside HTML. No markdown fences. Check for any duplicated lines: ensure we didn't repeat. Check for any boilerplate: we removed "Apply today to begin your career with us!" and any EEO etc. Check for any placeholders: Benefits list items are specific; Pay is specific. Check for any missing info: The "Additional Benefits" we omitted; is that substantive? It's vague; maybe we should include as a bullet but it's not specific; better to omit. Check for any other sections: "First Merchants Offers The Following Base Pay PLUS BonusesMedical, Dental and Vision Insurance401kHealth Savings and Flexible Spending AccountsVacation/Sick TimePaid HolidaysPaid Parental LeaveTuition ReimbursementAdditional Benefits". We captured all except Additional Benefits. Now ensure we preserved all substantive information: Did we miss any duty? Let's re-read responsibilities section from original: "Execute and support Commercial Lending Requests with Specialist Expertise. Deliver exceptional customer service to commercial clients to ensure a positive client experience.Transaction Support & Account Servicing responsibilities for executing and overseeing a range of non-monetary tasks that support accurate and efficient client account operations. This includes research in order to ensure timely and compliant handling of complex transaction activities and account maintenance.Act as a proactive partner to the Commercial Banking team by supporting portfolio management activities, identifying potential issues early, and taking action to mitigate risk and maintain portfolio stability.Uphold all regulatory and compliance standards by consistently validating that all activities meet required standards, supporting audit readiness and organizational integrity.Participate in special projects as assigned by Management.Mitigates fraud risk through prompt response, proactive prevention, and coordination between clients, internal fraud team and relationship manager. Identify opportunities to improve banking and internal operational processes." We captured each sentence as bullet. Need to ensure we didn't miss any nuance: The first two sentences: "Execute and support Commercial Lending Requests with Specialist Expertise." and "Deliver exceptional customer service to commercial clients to ensure a positive client experience." Good. Third: "Transaction Support & Account Servicing responsibilities for executing and overseeing a range of non-monetary tasks that support accurate and efficient client account operations. This includes research in order to ensure timely and compliant handling of complex transaction activities and account maintenance." We made one bullet covering both sentences. Fourth: "Act as a proactive partner to the Commercial Banking team by supporting portfolio management activities, identifying potential issues early, and taking action to mitigate risk and maintain portfolio stability." Good. Fifth: "Uphold all regulatory and compliance standards by consistently validating that all activities meet required standards, supporting audit readiness and organizational

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