2 дня назад
Commercial Client Administrator
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Client Administrator (Banking Operations): Supporting Relationship Managers and business clients through account administration, loan documentation, onboarding, and transactional service with an accent on accuracy, regulatory compliance, and client support. Focus on monitoring account activity, coordinating with underwriting and compliance, maintaining records in nCino and Salesforce, and supporting fraud monitoring.
Location: Bradenton Main - Bradenton, Florida, United States; onsite
Company
provides banking and financial services to commercial clients.
What you will do
- Serve as the primary contact for business client inquiries, resolve routine issues, and escalate complex matters.
- Process and maintain documentation for new and existing accounts in accordance with internal policies and regulatory requirements.
- Prepare loan documents, credit agreements, and other banking materials.
- Support client onboarding by collecting and verifying documentation, and assist with loan payments, transfers, and account setup.
- Monitor account activity, follow up on discrepancies, and coordinate workflows using nCino and Salesforce.
- Collaborate with relationship managers, underwriting, compliance, and operations while supporting fraud monitoring and Enhanced Due Diligence processes.
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 with Microsoft Office Suite and banking systems.
- Strong communication and organizational skills, with the ability to work under stress and meet deadlines.
- Ability to work onsite at the Bradenton Main location and travel if required.
Culture & Benefits
- Full-time employment supporting commercial banking clients.
- Work involves collaboration with relationship management, underwriting, compliance, and operations teams.
- Role includes handling tasks with potential financial exposure to the bank and requires accurate, compliant execution.
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