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 portfolio management, including addressing exceptions and overdue accounts.
• Identify clients’ operational needs and recommend bank products/services accordingly.
• Support clients across loans, deposits, and banking services, including authorizing payments, overdrafts, and lines of credit.
• Communicate with clients and external professionals such as attorneys and insurance companies.
• Assist in ordering appraisals, flood determinations, UCC filings, and ensure compliance with OFAC regulations.
• Collaborate with Bankers, Underwriters, Loan Closers, and legal teams to facilitate loan closings.
• Train on loan documentation, funding procedures, and basic attorney-prepared documents.

Qualifications & Skills

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