11 дней назад
Lead Commercial Client Administrator (Commercial Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Lead Commercial Client Administrator (Commercial Banking): Providing complex administrative and operational support for Relationship Managers and high-value commercial clients, with an accent on loan documentation, banking operations, and regulatory compliance. Focus on independently resolving client issues, monitoring account activity and risks, coordinating lending workflows, and mentoring junior administrators.
Location: Dauphin Street / I-65, Mobile, Alabama, United States
Company
is a banking organization providing commercial lending, deposit, and related financial services.
What you will do
- Provide complex administrative and operational support to Relationship Managers and high-value commercial clients.
- Prepare, review, and coordinate loan documentation using nCino and Salesforce.
- Coordinate workflows between Relationship Managers, Lending Services, and other banking departments.
- Monitor account activity, identify risks or discrepancies, and support deposit relationships, account setup, loan payments, and transfers.
- Support cross-selling opportunities, joint client calls, and Relationship Reviews.
- Mentor junior Commercial Client Administrators and lead operational efficiency initiatives.
Requirements
- Bachelor’s degree in business, finance, or a related field is preferred.
- At least 4 years of experience in a professional client-facing support function, preferably in commercial lending.
- Extensive knowledge of loan documentation, financial statements, and banking operations.
- Proficiency with nCino, Salesforce, and Microsoft Office Suite.
- Strong leadership, organizational, problem-solving, deadline-management, and compliance skills.
Culture & Benefits
- Full-time employment.
- Work involves managing tasks with significant financial exposure and meeting regulatory requirements.
- Ability to work under stress and meet deadlines is required.
- Ability to lift, move, or carry approximately 20 pounds when required to perform essential job functions.
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