Onsite Supervisor, Client Administration

Posted 5 hours ago

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About the role

  • Supervisor overseeing a team of Commercial Client Administrators in a banking environment. Managing loans, client services, and team performance with a focus on process improvements and escalations.

Responsibilities

  • Supervise and mentor a team of Commercial Client Administrators.
  • Manage team workloads, providing training, guidance, and performance feedback.
  • Serve as an escalation point for complex client issues and high-value transactions.
  • Oversee and ensure the accuracy of loan documentation, using platforms such as nCino and Salesforce.
  • Partner with Relationship Managers to identify and support cross-selling opportunities.
  • Monitor and manage client account activities, addressing risks and discrepancies proactively.
  • Lead fraud resolution efforts.
  • Drive process improvements to enhance team productivity and client satisfaction.
  • Prepare and present reports on team performance and client service metrics.
  • Recruit, onboard, and train new team members as needed.

Requirements

  • Bachelor’s degree in business, finance, or related field preferred.
  • 7+ years of experience in a commercial lending or client support function, with at least 2 years in a supervisory role.
  • Extensive knowledge of loan documentation, financial statements, and banking operations.
  • Proficient in banking systems, including nCino and Salesforce, and Microsoft Office Suite.

Benefits

  • Equal Opportunity/Affirmative Action Employers.
  • Excellent leadership, organizational, and client service skills.

Job title

Supervisor, Client Administration

Job type

Experience level

SeniorLead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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