2 дня назад
Commercial Client Administrator
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, transactional processing, and client onboarding with an accent on accuracy, regulatory compliance, and financial risk controls. Focus on coordinating banking workflows in nCino and Salesforce, monitoring account activity, and assisting with fraud monitoring and enhanced due diligence.
Location: Kirby - Houston, Texas, United States
Company
provides banking and financial services to business clients.
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 client accounts in line with internal policies and regulatory requirements.
- Assist with loan documents, credit agreements, loan payments, transfers, account setup, and client onboarding.
- Monitor account activity, follow up on discrepancies, and maintain accurate records in nCino and Salesforce.
- Coordinate with relationship managers, underwriting, compliance, and operations to deliver client services.
- Support fraud monitoring, including reviewing red-flag activity and preparing Enhanced Due Diligence forms.
Requirements
- High school diploma or equivalent; an associate degree is preferred.
- At least one year of related experience in client service, administration, operations, banking, or financial services.
- Basic knowledge of financial statements and the ability to learn loan documentation processes and systems.
- 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 travel or lift and carry approximately 10 pounds when required to perform essential job functions, subject to reasonable accommodation.
Culture & Benefits
- Full-time employment supporting commercial banking clients.
- Work involves collaboration with relationship management, underwriting, compliance, and operations teams.
- Equal opportunity employment is provided in accordance with federal, state, and local laws.
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