Supervisor, Commercial Client Administration

About the role

The position involves direct supervision of Commercial Client Admins and provides complex administrative and operational support to Relationship Managers in the Wholesale Segment.

Responsibilities

• Oversees the daily functional performance of assigned associates.
• Serves as a subject matter expert and mentor for lower level Administrators.
• Supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws.
• Trains employees; plans, assigns, and directs daily workloads; assesses associate performance; addresses complaints and resolves problems associated with departmental duties; verifies time keeping records and tracks employee paid and unpaid time off.
• Provides support to Relationship Managers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
• Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation.
• Covers for Relationship Managers in closing complete loan packages in conjunction with or in their absence, ensuring all documentation is approved and in compliance with regulations and company policy.
• Maintains knowledge of current lending policies, procedures and regulations, monitors and maintains multiple reports, and keeps Relationship Managers apprised of any issues/problems that may arise and need attention.
• 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, including wires, account set up, NSF management, approvals, signatures, etc.
• Assists clients with draws, transfers and loan payments with appropriate authorization.
• Maintains past due reports and coordinates the collection of past due principal and interest payments.
• Conducts periodic reviews of the past due report and alerts Relationship Managers as applicable.
• Opens and services commercial deposit accounts. At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.

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.
• Expertise 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.
• Construction CCA certification.
• Loan imaging system expertise.
• Complex commercial loans and syndications understanding.
• Effective communication and customer service skills.

Benefits

N/A

Pay

N/A

Schedule

N/A