Lead Commercial Client Administrator

About the role

The Lead Commercial Client Administrator provides complex administrative and operational support to Relationship Managers and serves as a mentor for junior administrators. This role emphasizes independent problem-solving and the ability to manage tasks with significant financial exposure to the bank.

Responsibilities

• Serve as the primary point of contact for high-value or complex commercial clients, addressing inquiries and resolving issues independently.
• Expertly prepare, review, and coordinate loan documentation, using platforms such as nCino and Salesforce.
• Act as a liaison between Relationship Managers, Lending Services, and other bank areas to ensure seamless workflows and accurate documentation.
• Monitor account activity, proactively identifying and addressing risks or discrepancies.
• Partner with Relationship Managers to identify and support cross-selling opportunities for ancillary services, participating in joint client calls and Relationship Reviews.
• Mentor and guide junior Commercial Client Administrators to ensure tasks are performed accurately and efficiently.
• Provide advanced support for managing deposit relationships, setting up accounts, and processing loan payments and transfers.
• Lead special projects or initiatives to enhance operational efficiency and client service.
• Ensure compliance with bank policies and regulatory requirements.

Qualifications

• Bachelor’s degree in business, finance, or related field preferred.
• 4 years in banking/financial services, client servicing/administration, operations, commercial lending or related support experience.
• Extensive knowledge of loan documentation, financial statements, and banking operations.
• Proficient in banking systems, including nCino and Salesforce, and Microsoft Office Suite.
• Strong leadership, organizational, and problem-solving skills.

Requirements

• Ability to work under stress and meet deadlines
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.