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.
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