Commercial Client Administrator jobs in United States
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Hancock Whitney ยท 6 hours ago

Commercial Client Administrator

Hancock Whitney is a financial institution, and they are seeking a Commercial Client Administrator to provide essential support to Relationship Managers and direct day-to-day client service to business clients. This role ensures seamless operations and superior client service by performing administrative and transactional tasks, including accurate handling of tasks with potential financial exposure to the bank.

BankingFinancial Services

Responsibilities

Serve as the primary point of contact for client inquiries, resolving routine issues and escalating complex matters as needed
Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance with internal policies and regulatory requirements
Assist in the preparation of loan documents, credit agreements, and other banking-related materials
Monitor account activity and follow up on discrepancies or required client actions
Support relationship managers with client onboarding, including collecting and verifying required documentation
Use operational platforms such as nCino and Salesforce to coordinate workflows and maintain accurate client records
Assist clients with loan payments, transfers, and account setup, ensuring appropriate authorization
Collaborate with internal teams such as underwriting, compliance, and operations to ensure timely delivery of client services
Maintain knowledge of bank products, including merchant services, treasury management, and wealth management
Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms

Qualification

Client serviceBanking systemsMicrosoft Office SuiteFinancial statementsCommunicationOrganizational skills

Required

High school diploma or equivalent
Basic knowledge of financial statements
Ability to learn loan documentation processes and systems
Proficient in Microsoft Office Suite and banking systems
Strong communication and organizational 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

Preferred

Associate's degree preferred
1 year of related support experience, preferably in a financial institution

Company

Hancock Whitney

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Hancock Whitney is offers a wide array of banking and financial services.

Funding

Current Stage
Late Stage

Leadership Team

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Mike Achary
CFO
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Shane Loper
Chief Operating Officer
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Company data provided by crunchbase