Commercial Client Administrator
Core
Provides essential administrative and transactional support to Relationship Managers, serving as the primary point of contact for business clients and handling tasks with potential financial exposure.
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, system coordination, fraud monitoring support, internal collaboration, product knowledge
Preferred skills
Associate's degree, 1 year of support experience in banking/financial services, knowledge of financial statements, proficiency in Microsoft Office and banking systems
Technologies
nCino, Salesforce, Microsoft Office Suite
Responsibilities
Serve as primary point of contact for client inquiries; Process and maintain client account documentation; Assist in preparation of loan documents and credit agreements; Monitor account activity and follow up on discrepancies; Support client onboarding and verification; Assist 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