Account Manager Senior

EverBank • Parsippany-Troy Hills, NJ

4h

About The Position

The Account Manager Senior coordinates projects and processes related to commercial banking products. Working independently with limited supervision, this role manages projects and prospects associated with commercial operations and optimizes data input processes, quality control, client statement preparation, and error identification. The position escalates reporting issues to managers and maintains the accuracy of the company’s commercial loan management system.

Requirements

• At least 3 years of experience in commercial banking operations, loan servicing, or commercial account management, with responsibility for processing and maintaining commercial banking products.
• Experience reviewing and validating loan documentation and data entry to ensure accuracy, completeness, and adherence to established procedures.
• Strong reconciliation, problem-solving, and transaction research skills, including identifying discrepancies, resolving issues, and escalating exceptions when necessary.

Nice To Haves

• At least 5 years of commercial banking experience supporting products such as commercial loans, letters of credit, banking guarantees, or treasury management services.
• Experience mentoring, coaching, or reviewing the work of team members.
• Advanced knowledge of commercial loan management systems and banking operations best practices.
• University degree preferred.

Responsibilities

• Manage processing of commercial banking operations, including loans, letters of credit, and banking guarantees.
• Review and approve data entered from loan applications and related documentation in the commercial loan management system to ensure quality, accuracy, and completeness.
• Prepare client statements and conduct reconciliations and investigations as needed.
• Review and provide clients with information about existing loans upon request.
• Oversee best practices for resolving out-of-balance transactions.
• Identify and escalate erroneous transactions and report issues to management for resolution.
• Coach and review the work of lower-level colleagues to ensure high-quality delivery of services and products.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior