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Commercial Client Administrator
Hancock WhitneyCommercial Client Administrator providing essential support to finance clients through administrative and transactional tasks. Ensuring client service and compliance within a financial institution environment.
About the role
Key responsibilities & impact- Serve as the primary point of contact for client inquiries, resolving routine issues and escalating complex matters as needed.
- Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance with internal policies and regulatory requirements.
- Assist in the preparation of loan documents, credit agreements, and other banking-related materials.
- Monitor account activity and follow up on discrepancies or required client actions.
- Support relationship managers with client onboarding, including collecting and verifying required documentation.
- Use operational platforms such as nCino and Salesforce to coordinate workflows and maintain accurate client records.
- Assist clients with loan payments, transfers, and account setup, ensuring appropriate authorization.
- Collaborate with internal teams such as underwriting, compliance, and operations to ensure timely delivery of client services.
- Maintain knowledge of bank products, including merchant services, treasury management, and wealth management.
- Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.
Requirements
What you’ll need- High school diploma or equivalent; Associate’s degree preferred.
- 1 year of related support experience, preferably in a financial institution.
- Basic knowledge of financial statements.
- Ability to learn loan documentation processes and systems.
- Proficient in Microsoft Office Suite and banking systems.
- Strong communication and organizational skills.
Benefits
Comp & perks- Equal Opportunity/Affirmative Action Employers
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan documentationcredit agreementsfinancial statementsfraud monitoringEnhanced Due Diligence
Soft Skills
communicationorganizational
Certifications
high school diplomaAssociate’s degree