Supervisor, Client Administration

About the role

This position is primarily responsible for directly supervising Commercial Client Admins while providing complex administrative and operational support to Relationship Managers in the Wholesale Segment. This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting. Serves as a subject matter expert and mentor for lower level Administrators.

Responsibilities

• Oversees the daily functional performance of assigned associates.
• Serves as a liaison between the Relationship Manager and Lending Services during document preparation.
• Closes complete loan packages in conjunction with or in the absence of the relationship manager.
• Maintains knowledge of current lending policies, procedures and regulations.
• Monitors and maintains multiple reports.
• Partners with Relationship Managers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management.
• Assists Relationship Managers in managing the deposit relationship and associated services.
• Opens and services commercial deposit accounts.

Requirements

• High School diploma or GED and 7 years’ experience in a commercial lending support function; Bachelor’s degree preferred.
• Extensive knowledge of loan documentation and related financial statements.
• Thorough understanding of ancillary services like treasury management, merchant services, card products, and wealth management; can support setup of products as needed.
• Expert in applicable banking systems along with the Microsoft Office Suite.
• Extensive knowledge of COAST and/or other lending workflows to assist banker in processing commercial loans.
• Completion of Construction CCA certification program to support commercial construction loans performed within the market.
• Extensive knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information.
• Extensive understanding of the complex types of commercial loans, along with syndications and participations.
• Effective oral and written communication skills.
• Excellent organizational and administrative skills.
• Excellent customer services skills.

Skills

• Knowledge of loan documentation and related financial statements.
• Understanding of ancillary services like treasury management, merchant services, card products, and wealth management.
• Expertise in applicable banking systems and Microsoft Office Suite.
• Knowledge of COAST and/or other lending workflows.
• Completion of Construction CCA certification program.
• Knowledge of the loan imaging system.
• Understanding of complex commercial loans, syndications, and participations.
• Effective communication and customer service skills.

Benefits

N/A

Pay

N/A

Schedule

N/A