Hancockwhitney
Commercial Client Administrator
Franklin - Franklin, TN
Sponsorship not specifiedDetected 1 day ago
SalesforceCommunicationMicrosoft OfficeUnderwriting
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16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Thank you for your interest in our company!
- Your account will provide you access to your application information.
- Please be sure and check the spam folder.
Responsibilities
- Assist in the preparation of loan documents, credit agreements, and other banking-related materials.
- Use operational platforms such as nCino and Salesforce to coordinate workflows and maintain accurate client records.
- Collaborate with internal teams such as underwriting, compliance, and operations to ensure timely delivery of client services.
- Maintain knowledge of bank products, including merchant services, treasury management, and wealth management.
- Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.
- Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance with internal policies and regulatory requirements.
- 1 year of related support experience, preferably in a financial institution.
- The Commercial Client Administrator provides essential support to Relationship Managers and direct day-to-day client service to business clients.
Requirements
- Ability to work under stress and meet deadlines
- 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.
- If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated
- You will be required to create an account (or sign in with an existing account).
- Monitor account activity and follow up on discrepancies or required client actions.
- Support relationship managers with client onboarding, including collecting and verifying required documentation.
Nice to have
- High school diploma or equivalent
- Associate's degree preferred.
- Basic knowledge of financial statements.
- Ability to learn loan documentation processes and systems.
- Proficient in Microsoft Office Suite and banking systems.
- Strong communication and organizational skills.
Visa & Work Authorization
- will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or menta
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This listing is sourced directly from Hancockwhitney's careers page and normalized into a canonical job model.