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First Merchants Corporation · 22 hours ago

Lead Commercial Client Support Specialist

Indianapolis, Indiana, United States

Full-time

Onsite

Mid, Senior Level

3+ years exp

First Merchants Bank is seeking a Lead Commercial Client Support Specialist to join their team. This role is pivotal in leading a team to process commercial loan requests and support portfolio management while delivering high-impact customer service and ensuring compliance with regulations.

Financial Services

Responsibilities

Lead Commercial Client Support Specialist will perform duties of Commercial Client Support Specialist and Senior Commercial Client Support Specialist in addition to the following:

Back up the Manager, Commercial Client Support with reporting, facilitating and participating in meetings and touchbases, and problem resolution

Train and mentor Commercial Client Support Specialists and Senior Commercial Client Support Specialists

Participate in or Lead special projects as assigned by Manager, Commercial Client Support

Coordinate, monitor, and manage duties for assigned region

Monitor portfolio information to minimize delinquencies, exceptions, and customer impact issues

Meet with Relationship Managers and contact clients to assist with collection of items needed and problem resolution

Support commercial sales team to ensure current credit and financial information is obtained as needed and collateral is adequate (loan portfolio exceptions, insurance, and exception tracking)

Monitor loan maturity dates within the portfolio and discuss renewal strategy with individual RM; work with CA to initiate renewal process (upcoming maturities)

Track past due loans and work with RM to rectify loan delinquencies (delinquent loans)

Oversee timely completion of annual review and loan covenant/trigger testing (annual reviews, borrowing base and covenant test monitoring)

Provide support to assigned region for general customer service and loan requests/payments/inquiries

Review procedures periodically to ensure accurate documentation of processes

Ensure bank reporting tools are utilized for reporting progress of the region

Serve as lead to proactively identify processes to increase the efficiency and scalability of the line of business

Qualification

Commercial loan processingBanking regulations complianceAnalytical skillsMicrosoft OfficeLeadership skillsHorizon core bankingTrainingMentoringAttention to detailTime managementVerbal communicationWritten communication

Required

High school diploma or equivalent (GED)

Minimum of three (3) years in a Commercial Client Support role or three (3) years related experience in commercial loan processing, operations, or portfolio support

Notary Public Designation