Commercial Client Administrator

Posted 4 Days Ago
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Houston, TX, USA
In-Office
Junior
Fintech
The Role
Provide day-to-day client service and administrative support to Relationship Managers for commercial business clients. Handle account documentation, assist with loan and credit materials, monitor account activity, support onboarding and fraud monitoring, and coordinate with underwriting, compliance, and operations to ensure accurate, compliant client records using platforms like nCino and Salesforce.
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JOB FUNCTION / SUMMARY:

The Commercial Client Administrator provides essential support to Relationship Managers and direct day-to-day client service to business clients. This role ensures seamless operations and superior client service by performing administrative and transactional tasks, including accurate handling of tasks with potential financial exposure to the bank.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Serve as the primary point of contact for client inquiries, resolving routine issues and escalating complex matters as needed.
  • Process and maintain documentation for new and existing client accounts, ensuring accuracy and compliance with internal policies and regulatory requirements.
  • Assist in the preparation of loan documents, credit agreements, and other banking-related materials.
  • Monitor account activity and follow up on discrepancies or required client actions.
  • Support relationship managers with client onboarding, including collecting and verifying required documentation.
  • Use operational platforms such as nCino and Salesforce to coordinate workflows and maintain accurate client records.
  • Assist clients with loan payments, transfers, and account setup, ensuring appropriate authorization.
  • 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.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • High school diploma or equivalent; Associate’s degree preferred.
  • 1 year of related support experience, preferably in a financial institution.
  • 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.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to work under stress and meet deadlines
  • Ability to operate related equipment to perform the essential job functions
  • 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; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers.  All qualified applicants 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 mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Skills Required

  • High school diploma or equivalent
  • Associate's degree
  • 1 year of related support experience
  • Experience in a financial institution (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
  • Ability to travel if required to perform job functions

Hancock Whitney Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hancock Whitney and has not been reviewed or approved by Hancock Whitney.

  • Healthcare Strength Core coverage includes medical, dental, vision, telehealth, and FSAs, with options such as a PPO and a CDHP. The CDHP includes company HSA contributions, and multiple comments characterize medical coverage as good or worth the premium.
  • Retirement Support A 401(k) offers a company match plus an additional employer contribution, with a true-up and an ESPP available. This structure is presented as competitive for a regional bank.
  • Leave & Time Off Breadth Time away includes vacation, sick leave, volunteer time, and bonding leave for birth/adoption/foster placement. The program outlines 11 paid holidays and front-loaded sick time, with vacation accruals that increase by role/tenure.

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The Company
Gulfport, MS
3,969 Employees
Year Founded: 1899

What We Do

We create opportunities for our clients and the communities we serve. We offer a wide array of banking and financial services at locations in Alabama, Florida, Louisiana, Mississippi and Texas. Through a steadfast commitment to our century-old core values we’ve created a company culture built around respect, diversity and teamwork that recently landed Hancock Whitney on Forbes’ list of America’s Best Midsize Employers. Our core values are lived out by the actions of our associates throughout our footprint. Commitment to service is not just something that we say on a poster. Its lived out in the actions of the women and men that seek to provide exceptional service every day in our local communities.

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