Senior Commercial Client Administrator
Hancock Whitney
full-time
Posted on:
Location Type: Office
Location: St Petersburg • Florida • United States
Visit company websiteExplore more
Job Level
About the role
- Handle complex client inquiries, account transactions, and documentation, ensuring prompt and accurate resolution.
- Prepare, review, and coordinate required loan documentation, using platforms such as nCino and Salesforce.
- Serve as a liaison between Relationship Managers, Lending Services, and other bank areas to coordinate workflows and resolve issues.
- Monitor and analyze account activities, proactively addressing risks or discrepancies.
- Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.
- Identify opportunities to sell ancillary services like treasury management, merchant services, and wealth management, and assist with internal Relationship Reviews.
- Participate in joint calls with clients at the invitation of Relationship Managers.
- Provide advanced administrative support, including managing deposit relationships, setting up accounts, and assisting with loan payments and transfers.
- Ensure compliance with all applicable regulations and internal policies.
- Mentor and assist junior Commercial Client Administrators as needed.
Requirements
- Associate’s degree preferred; bachelor’s degree in business, finance, or related field a plus.
- 3+ years of experience in a commercial lending or client support function.
- Working knowledge of loan documentation, financial statements, and ancillary bank services.
- Proficient in banking systems and Microsoft Office Suite.
- Strong organizational, problem-solving, and client service skills.
Benefits
- Equal Opportunity/Affirmative Action Employers
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan documentationfinancial statementsancillary bank servicesclient supportfraud monitoringEnhanced Due Diligenceaccount transactionsrisk analysisadministrative supportdeposit management
Soft Skills
organizational skillsproblem-solving skillsclient service skillsmentoringcommunication skills
Certifications
Associate’s degreeBachelor’s degree in businessBachelor’s degree in finance