Full-Time Client Specialist

About the role

Provides clerical and operational support to Commercial Relationship Managers, assisting with client accounts, loan processing, and documentation. Acts as a primary contact for clients' operational needs, manages depository accounts, and ensures compliance with policies such as OFAC and Beneficial Ownership.

Responsibilities

• Support commercial lending activities, including opening and maintaining accounts and processing payments, draws, and paydowns.
• Assist in managing client portfolios by resolving loan, collateral, and credit exceptions.
• Coordinate responses to client needs across departments; facilitate loan due diligence and ordering appraisals.
• Work closely with bankers, underwriters, and legal teams to ensure smooth loan closures.
• Conduct data extraction, cleaning, and reporting; utilize data visualization tools such as Power BI and Excel.
• Provide exceptional client service, communicating with attorneys, insurance agents, and other professionals.

Qualifications

• High school diploma or GED with 2-4 years of relevant experience or equivalent education.

Skills

• Proficiency in MS Office Suite; experience with data visualization tools preferred.