Commercial Client Administrator
Core
Provides essential administrative and transactional support to Relationship Managers, ensuring seamless operations and superior client service for business clients.
Role type
Client Administrator (Banking Operations)
Builds
Client accounts, loan documentation, and operational workflows for business clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Client service, documentation processing, loan document preparation, account monitoring, internal team collaboration, fraud monitoring support, banking product knowledge, Microsoft Office proficiency, banking systems proficiency
Responsibilities
Serve as primary point of contact for client inquiries; process and maintain client account documentation; assist in preparing loan documents and credit agreements; monitor account activity and follow up on discrepancies; support client onboarding by collecting and verifying documentation; assist clients with loan payments and account setup; collaborate with underwriting, compliance, and operations teams; support fraud monitoring and Enhanced Due Diligence forms.
Seniority
Entry-level, hands-on IC