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Hancock Whitney · 2 weeks ago

Supervisor, Client Administration

Kirby - Houston, TX

Full-time

Onsite

Senior Level

7+ years exp

Hancock Whitney is a financial institution seeking a Supervisor for their Client Administration team. This role is primarily responsible for supervising the team while providing complex administrative support to Relationship Managers and Bankers, ensuring high levels of customer service and efficient loan documentation processes.

BankingFinancial Services

Responsibilities

Oversees the daily functional performance of assigned associates. Supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws. Responsibilities include training employees; planning, assigning, and directing daily workloads; assessing associate performance; addressing complaints and resolving problems associated with departmental duties; verifying time keeping records and tracking employee paid and unpaid time off

Provides support to Relationship Managers and Bankers 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 and Bankers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues

Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; ensures all pertinent loan documentation is imaged accurately and timely into the correct file type within the company’s official imaging system repository; coordinates booking of renewal loan documents; clears loan exceptions

Serves as a liaison between the Relationship Manager/Banker 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/Banker; ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations

Responsible for the monitoring and maintenance of multiple reports; keeps Relationship Managers/Bankers apprised of any issues/problems that may arise and need attention

Partners with Relationship Managers/Bankers 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/Bankers in managing the deposit relationship and associated services, i.e. wires, account set up, NSF management, approvals, signatures, etc. Assist clients with draws, transfers and loan payments with appropriate authorization

Monitors past due reports and coordinates the collection of past due principal and interest payments. Conducts periodic reviews of the past due report and alerts Relationship Managers/Bankers as applicable

Opens and services consumer and commercial deposit accounts. At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts

Qualification

Loan documentationBanking systemsTreasury managementMicrosoft Office SuiteCustomer serviceOral communicationWritten communicationOrganizational skills

Required

High School diploma or GED and 7 years' experience in a commercial lending support function

Extensive knowledge of loan documentation and related financial statements

Thorough understanding of ancillary services like treasury management, merchant services, card products, and wealth management; can support setup of products as needed

Expert in applicable banking systems along with the Microsoft Office Suite

Extensive knowledge of applicable lending workflows to assist banker in processing commercial loans

Extensive knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information

May require extensive understanding of the complex types of commercial loans, along with syndications and participations

Effective oral and written communication skills

Excellent organizational and administrative skills

Excellent customer services skills

Ability to work under stress and meet deadlines

Ability to operate related equipment to perform the essential job functions

Ability to read and interpret a document if required to perform the essential job functions

Ability to travel if required to perform the essential job functions

Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions