Account Manager Senior
The Account Manager Senior is responsible for coordinating projects and processes relating to an array of banking commercial products. Working independently with limited supervision, this job manages projects and prospects associated with commercial operations and optimizes data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to managers and maintains the accuracy of the company's commercial loan management system.
Key Responsibilities and Duties
- Manages processing of commercial banking operations such as loans, letters of credit and banking guarantees.
- Reviews and approves data input from loan applications and related documentation into a commercial loan management system to ensure quality, accuracy and completeness of data entered.
- Prepares statements for clients and conducts reconciliation and investigation when needed.
- Reviews and provides information on existing loans to clients as requested.
- Oversees execution of best practices for resolving out-of-balance transactions.
- Identifies and escalates erroneous transactions and reports issues to management for issue resolution.
- Coaches and reviews work of lower-level colleagues to ensure high quality delivery of services and products.
Educational Requirements
- University (Degree) Preferred
Minimum Qualifications
- 3+ years of experience in commercial banking operations, loan servicing, or commercial account management, with responsibility for processing and maintaining commercial banking products.
- Experience reviewing and validating loan documentation and data entry, ensuring accuracy, completeness, and adherence to established procedures.
- Strong reconciliation, problem-solving, and transaction research skills, including identifying discrepancies, resolving issues, and escalating exceptions when necessary.
Preferred Qualifications
- 5+ years of commercial banking experience supporting products such as commercial loans, letters of credit, banking guarantees, or treasury management services.
- Experience mentoring, coaching, or reviewing the work of team members, along with advanced knowledge of commercial loan management systems and banking operations best practices.
Role Specific Work Experience
- 3+ Years Required; 5+ Years Preferred
Physical Requirements
- Physical Requirements: Sedentary Work
Career Level
7IC
Posting end date: 10/31/2026
Skills Required
- University degree
- 3+ years of experience in commercial banking operations, loan servicing, or commercial account management
- Experience processing and maintaining commercial banking products
- Experience reviewing and validating loan documentation and data entry
- Strong reconciliation, problem-solving, and transaction research skills
- Ability to identify discrepancies, resolve issues, and escalate exceptions
- 5+ years of commercial banking experience supporting commercial loans, letters of credit, banking guarantees, or treasury management services
- Experience mentoring, coaching, or reviewing team members' work
- Advanced knowledge of commercial loan management systems and banking operations best practices
EverBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about EverBank and has not been reviewed or approved by EverBank.
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Fair & Transparent Compensation — Pay is often positioned as fair-to-good, including being competitive for certain roles and local markets. Satisfaction appears stronger in specific teams where compensation aligns with expectations.
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Wellbeing & Lifestyle Benefits — Well-being extras are emphasized, including a Lifestyle Spending Account for eligible wellness expenses alongside wellness resources and an EAP. These features can increase perceived total rewards value beyond base pay.
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Retirement Support — Retirement support is framed around a 401(k) match up to 4% with additional insurance protections. The structure is described as competitive for a mid-size bank, even if not best-in-class.
EverBank Insights
What We Do
EverBank is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital account access for clients 24/7, in addition to phone banking services and a network of financial centers across Florida. EverBank’s commitment is to deliver our clients high-performing, high-yield solutions backed by exceptional service, giving them the advantage they expect, to make the most of their money.
