Amerant Bank · 18 hours ago
Client Specialist III
Coral Gables, FL
Full-time
Onsite
Mid Level
3+ years expAmerantbank is seeking a Client Specialist III to assist Relationship Managers and Portfolio Officers with the administrative functions of managing commercial loans and accounts. The role focuses on enhancing customer experience through effective servicing and support, including loan processing, account management, and compliance documentation.
Financial Services
Responsibilities
Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts
Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank’s treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary
Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc
Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents
Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow
Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality
Monitor and manage overdrafts and past-due reports, which may include calling the customers
Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable
Prepare minimum balance covenant certificates
Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues
Organize detailed Organization Chart either provided or prepared branching all the way to ‘warm’ body(ies) persons, along with preparing Adverse Media and Lexis Nexis
Review post-closing loan documentation collection and verification to maintain adequate quality controls
Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued
Qualification
Required
Bachelor's Degree required or pursuing a Bachelor's degree
3+ years of experience as a Lending Administrative Assistant
Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
Preferred
Formal credit training is a plus
Company
Amerant Bank
Amerant Bank, N.A., Florida's bank of choice, is the main subsidiary of Amerant Bancorp Inc.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$156.7M2024-09-26Post Ipo Equity· $156.7M
2023-08-29IPO
Leadership Team
Kristy Amaro
SVP, Head of Talent and Sustainability
Samantha Holroyd
Independent Director
Recent News
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