Supervisor, Client Administration

Hancock Whitney•Houston, TX

About The Position

Supervisor, Client Administration is primarily responsible for directly supervising Client Administration team while providing complex administrative and operational support to Relationship Managers and Bankers. This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting. Additionally, this role will serve as a subject matter expert and mentor for Client Administration team.

Requirements

High School diploma or GED and 7 years’ experience in a commercial lending support function
Extensive knowledge of loan documentation and related financial statements
Thorough understanding of ancillary services like treasury management, merchant services, card products, and wealth management; can support setup of products as needed
Expert in applicable banking systems along with the Microsoft Office Suite
Extensive knowledge of applicable lending workflows to assist banker in processing commercial loans
Extensive knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information
May require extensive understanding of the complex types of commercial loans, along with syndications and participations
Effective oral and written communication skills
Excellent organizational and administrative skills
Excellent customer services 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.

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Oversees the daily functional performance of assigned associates.
Supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws.
Responsibilities include training employees; planning, assigning, and directing daily workloads; assessing associate performance; addressing complaints and resolving problems associated with departmental duties; verifying time keeping records and tracking employee paid and unpaid time off.
Provides support to Relationship Managers and Bankers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.
Works closely with Relationship Managers and Bankers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation.
Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.
Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; ensures all pertinent loan documentation is imaged accurately and timely into the correct file type within the company’s official imaging system repository; coordinates booking of renewal loan documents; clears loan exceptions.
Serves as a liaison between the Relationship Manager/Banker and Lending Services during document preparation.
Coordinates document workflow as appropriate.
Closes complete loan packages in conjunction with or in the absence of the Relationship Manager/Banker; ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations.
Responsible for the monitoring and maintenance of multiple reports; keeps Relationship Managers/Bankers apprised of any issues/problems that may arise and need attention.
Partners with Relationship Managers/Bankers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management.
Participates in joint calls with our clients at the invitation of the relationship manager.
Assists Relationship Managers/Bankers in managing the deposit relationship and associated services, i.e. wires, account set up, NSF management, approvals, signatures, etc.
Assist clients with draws, transfers and loan payments with appropriate authorization.
Monitors past due reports and coordinates the collection of past due principal and interest payments.
Conducts periodic reviews of the past due report and alerts Relationship Managers/Bankers as applicable.
Opens and services consumer and commercial deposit accounts.
At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.
Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws;
Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.