6 дней назад
Commercial Client Administrator (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Client Administrator (Banking): Supporting relationship managers and business clients by managing account documentation, loan materials, transactions, and client service with an accent on compliance, accuracy, and operational coordination. Focus on onboarding commercial clients, monitoring account activity, coordinating with underwriting and compliance, and supporting fraud monitoring and enhanced due diligence.
Location: Center, New Orleans, Louisiana, United States
Company
provides commercial banking services, including merchant services, treasury management, and wealth management.
What you will do
- Serve as the primary contact for business-client inquiries, resolving routine issues and escalating complex matters.
- Process and maintain documentation for new and existing commercial accounts in accordance with internal policies and regulatory requirements.
- Assist with loan documents, credit agreements, loan payments, transfers, and account setup.
- Support Relationship Managers with client onboarding by collecting and verifying documentation.
- Monitor account activity, investigate discrepancies, and coordinate client follow-up.
- Collaborate with underwriting, compliance, and operations while supporting fraud monitoring and Enhanced Due Diligence activities.
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.
- 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 operate required equipment, interpret documents, travel if needed, and lift or carry approximately 10 pounds when required.
Culture & Benefits
- Full-time position supporting commercial banking clients and Relationship Managers.
- Work involves collaboration across underwriting, compliance, and operations teams.
- The role includes handling transactions and documentation with potential financial exposure to the bank.
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