Senior Commercial Client Administrator

Requirements

• Provides support to Relationship Managers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
• Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation.
• Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions.
• Serves as a liaison between the Relationship Manager and Lending Services during document preparation. Coordinates document workflow as appropriate.
• Closes complete loan packages in conjunction with or in the absence of the relationship manager.
• Assists Relationship Managers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management.
• Participates in joint calls with our clients at the invitation of the relationship manager.
• Assists Relationship Managers in managing the deposit relationship and associated services, i.e. wires, account set up, NSF management, approvals, signatures, etc.
• Monitors past due reports and coordinates the collection of past due principal and interest payments.
• Opens and services commercial deposit accounts.

Benefits

• Equal Opportunity/Affirmative Action Employers
• No specific benefits listed