Lead Commercial Client Administrator

Hancock Whitney • Mobile, AL

3d

About The Position

The Lead Commercial Client Administrator provides complex administrative and operational support to Relationship Managers and serves as a mentor for junior administrators. This role emphasizes independent problem-solving and the ability to manage tasks with significant financial exposure to the bank.

Requirements

• 4 years of experience in a professional client facing support function preferably in commercial lending.
• Extensive knowledge of loan documentation, financial statements, and banking operations.
• Proficient in banking systems, including nCino and Salesforce, and Microsoft Office Suite.
• Strong leadership, organizational, and problem-solving skills.
• Ability to work under stress and meet deadlines

Nice To Haves

• Bachelor’s degree preferred in business, finance, or related field.

Responsibilities

• Serve as the primary point of contact for high-value or complex commercial clients, addressing inquiries and resolving issues independently.
• Expertly prepare, review, and coordinate loan documentation, using platforms such as nCino and Salesforce.
• Act as a liaison between Relationship Managers, Lending Services, and other bank areas to ensure seamless workflows and accurate documentation.
• Monitor account activity, proactively identifying and addressing risks or discrepancies.
• Partner with Relationship Managers to identify and support cross-selling opportunities for ancillary services, participating in joint client calls and Relationship Reviews.
• Mentor and guide junior Commercial Client Administrators to ensure tasks are performed accurately and efficiently.
• Provide advanced support for managing deposit relationships, setting up accounts, and processing loan payments and transfers.
• Lead special projects or initiatives to enhance operational efficiency and client service.
• Ensure compliance with bank policies and regulatory requirements.

What This Job Offers

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