Corporate Client Specialist Sr

About the role

Provides support to clients and sales staff by performing moderate complex clerical functions to ensure smooth office operations and document processing.

Responsibilities

• Assist Commercial Relationship Managers with loan review, funding, and maintaining client portfolios by addressing loan, collateral, deposit, and credit exceptions.
• Identify clients’ operational needs and bank products/services to meet these requirements, offering comprehensive client support in loans, deposits, and banking services.
• Authorize payments, fees, overdrafts, and process withdrawals from lines of credit for commercial clients.
• Communicate effectively with clients, legal, insurance, and title professionals.
• Support ordering appraisals, flood determinations, UCC filings, and ensure familiarity with OFAC regulations.
• Collaborate with bankers, underwriters, loan processors, and legal teams to ensure satisfactory loan closings.
• Train on loan documentation, funding procedures, LaserPro, and attorney‑prepared documents.

Qualifications & Skills

• High school diploma or GED with 3–5 years of experience as a Client Specialist.
• Over 5 years of customer service experience in banking.
• Proficiency in Microsoft Office Suite.