1 день назад
Commercial Client Administrator (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Client Administrator (Fintech): Providing administrative and operational support to Relationship Managers in commercial banking, including loan documentation, portfolio reporting, deposit account servicing, and client issue resolution with an accent on customer service, lending operations, and regulatory compliance. Focus on coordinating loan closings and renewals, clearing documentation exceptions, maintaining reports, and processing commercial banking transactions.
Location: City Plaza - Baton Rouge, Louisiana, United States
Company
is a banking institution providing commercial lending, deposit, and client relationship services.
What you will do
- Provide administrative and operational support to Relationship Managers in the Wholesale Segment.
- Process transactions, support loan renewals and closings, and resolve commercial client account issues.
- Prepare, review, execute, and book loan documentation while clearing documentation exceptions.
- Coordinate with Lending Services, CPAs, attorneys, insurance agents, and assigned clients on transactional matters.
- Monitor portfolio and operational reports and communicate issues requiring attention.
- Open and service commercial deposit accounts, including wires, transfers, loan payments, draws, and account maintenance.
Requirements
- High school diploma or equivalent; an Associate’s degree is preferred.
- At least 1 year of related support experience, preferably in a financial institution.
- Basic knowledge of financial statements and the ability to learn loan documentation processes and systems.
- Proficiency with Microsoft Office Suite and banking systems.
- Strong communication and organizational skills, with the ability to work under stress and meet deadlines.
- Ability to travel and lift or carry approximately 10 pounds when required, subject to accommodation.
Culture & Benefits
- Full-time position with no supervisory responsibilities.
- Work involves collaboration with Relationship Managers and Lending Services.
- Customer-facing banking operations may include receiving checks and cash and issuing receipts at certain locations.
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