1 день 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 through account administration, loan documentation, onboarding, and transactional service with an accent on compliance, documentation accuracy, and client issue resolution. Focus on coordinating banking workflows in nCino and Salesforce, monitoring account activity, and supporting fraud monitoring and Enhanced Due Diligence processes.
Location: Highway 77 - Panama City, Florida, United States
Company
is a banking institution providing commercial banking, treasury management, merchant services, and wealth management products.
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 client accounts in line 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 required documentation.
- Monitor account activity, follow up on discrepancies, and maintain accurate records in nCino and Salesforce.
- Collaborate with underwriting, compliance, and operations teams, including support for fraud monitoring and Enhanced Due Diligence forms.
Requirements
- High school diploma or equivalent; an Associate’s degree is preferred.
- At least one year of related support experience, preferably in a financial institution.
- Basic knowledge of financial statements and the ability to learn loan documentation processes.
- Proficiency in Microsoft Office Suite and banking systems.
- Strong communication and organizational skills, with the ability to work under stress and meet deadlines.
- Ability to read and interpret documents, operate relevant equipment, travel when required, and lift or carry approximately 10 pounds when necessary.
Culture & Benefits
- Full-time employment with an equal opportunity and affirmative action employer.
- Collaboration across relationship management, underwriting, compliance, and operations functions.
- Work focused on accurate client service, regulatory compliance, and responsible handling of financial transactions.
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