Commercial Client Administrator
Core
Provides essential administrative and transactional support to Relationship Managers, handling day-to-day client service and operational tasks for business clients.
Role type
Commercial Client Administrator
Builds
Client accounts, loan documentation, and operational workflows for business clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
client inquiry resolution, account documentation processing, loan document preparation, account activity monitoring, client onboarding support, operational platform usage, payment and transfer processing, internal team collaboration, bank product knowledge, fraud monitoring support
Preferred skills
Associate's degree, basic financial statement knowledge
Technologies
nCino, Salesforce, Microsoft Office Suite
Responsibilities
Serve as primary point of contact for client inquiries; Process and maintain documentation for new and existing client accounts; Assist in preparation of loan documents and credit agreements; Monitor account activity and follow up on discrepancies; Support relationship managers with client onboarding; Assist clients with loan payments, transfers, and account setup; Collaborate with underwriting, compliance, and operations teams; Support fraud monitoring efforts and Enhanced Due Diligence forms
Seniority
Entry-level, hands-on IC