Job Details

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. ESSENTIAL DUTIES & 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 n. Cino 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. ...Commercial, Relationship Manager, Administrator, Lead, Client, Salesforce, Business Services