19 часов назад
Senior Commercial Client Administrator (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Commercial Client Administrator (Banking): Supporting Relationship Managers and business clients through complex account administration, loan documentation, transaction handling, and compliance with an accent on commercial lending operations, fraud monitoring, and client service. Focus on coordinating workflows across banking teams, analyzing account activity, identifying risks, and mentoring junior administrators.
Location: Countryside - Clearwater, FL, United States
Company
is a banking organization providing commercial banking and financial services.
What you will do
- Handle complex business-client inquiries, account transactions, documentation, deposits, loan payments, and transfers.
- Prepare, review, and coordinate loan documentation using nCino and Salesforce.
- Coordinate workflows between Relationship Managers, Lending Services, and other banking departments.
- Monitor account activity, investigate discrepancies, support fraud monitoring, and prepare Enhanced Due Diligence forms.
- Identify opportunities for treasury management, merchant services, and wealth management, and participate in client calls and Relationship Reviews.
- Ensure regulatory and policy compliance while mentoring junior Commercial Client Administrators.
Requirements
- At least 2 years of experience in banking, financial services, client servicing, administration, operations, commercial lending, or related support.
- Working knowledge of loan documentation, financial statements, and ancillary banking services.
- Proficiency with banking systems, nCino, Salesforce, and Microsoft Office Suite.
- Strong organizational, problem-solving, and client service skills.
- Ability to work under stress, meet deadlines, interpret documents, and travel if required.
- Associate’s degree preferred; a bachelor’s degree in business, finance, or a related field is a plus.
Culture & Benefits
- Full-time employment supporting commercial banking operations.
- Work includes coordination with Relationship Managers, Lending Services, and other bank departments.
- Physical requirements may include operating related equipment and lifting or carrying approximately 10 pounds when required.
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