Commercial Client Support Specialist

About the role

This position serves as a specialist partner to the Commercial Banking team by driving the successful processing of commercial loan requests and actively supporting portfolio management.

Responsibilities

• 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.
• 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.

Requirements

• 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.

Qualifications

• 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.
• Able to multi-task in an independent work environment.

Skills

• Adaptability in a dynamic workflow.
• Quickly learn in a fast-paced environment.
• Manage multiple priorities with confidence and consistency.

Benefits

• Base Pay PLUS Bonuses.
• Medical, Dental and Vision Insurance.
• 401(k) Health Savings and Flexible Spending Accounts.
• Vacation/Sick Time Paid Holidays.
• Paid Parental Leave.
• Tuition Reimbursement.

Pay

• Details about pay are not specified in the job posting.

Schedule

• Details about schedule are not specified in the job posting.

Benefits

• Details about benefits are not specified in the job posting.