Senior Commercial Client Administrator

Posted 10 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Provide advanced administrative and operational support to Relationship Managers and commercial clients, handle complex client inquiries and loan documentation (nCino, Salesforce), monitor accounts and fraud risk, coordinate workflows across bank areas, identify cross-sell opportunities, ensure regulatory compliance, and mentor junior administrators.
Summary Generated by Built In

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JOB FUNCTION / SUMMARY:

The Senior Commercial Client Administrator serves as a subject matter expert, providing moderately complex administrative and operational support to Relationship Managers and direct client service to business clients. This role involves independent handling of tasks with potential financial exposure to the bank.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Handle complex client inquiries, account transactions, and documentation, ensuring prompt and accurate resolution.
  • Prepare, review, and coordinate required loan documentation, using platforms such as nCino and Salesforce.
  • Serve as a liaison between Relationship Managers, Lending Services, and other bank areas to coordinate workflows and resolve issues.
  • Monitor and analyze account activities, proactively addressing risks or discrepancies.
  • Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.
  • Identify opportunities to sell ancillary services like treasury management, merchant services, and wealth management, and assist with internal Relationship Reviews.
  • Participate in joint calls with clients at the invitation of Relationship Managers.
  • Provide advanced administrative support, including managing deposit relationships, setting up accounts, and assisting with loan payments and transfers.
  • Ensure compliance with all applicable regulations and internal policies.
  • Mentor and assist junior Commercial Client Administrators as needed.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • Associate’s degree preferred; bachelor’s degree in business, finance, or related field a plus .
  • 2 years in banking/financial services, client servicing/administration, operations, commercial lending or related support experience.
  • Working knowledge of loan documentation, financial statements, and ancillary bank services.
  • Proficient in banking systems and Microsoft Office Suite.
  • Strong organizational, problem-solving, and client service 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

  • 3+ years of experience in a commercial lending or client support function
  • Working knowledge of loan documentation, financial statements, and ancillary bank services
  • Proficient in banking systems and Microsoft Office Suite
  • Experience or familiarity using platforms such as nCino and Salesforce
  • Strong organizational, problem-solving, and client service skills
  • Associate's degree (preferred); Bachelor's degree in business, finance, or related field a plus
  • Ability to work under stress, meet deadlines, and travel if required

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
HQ: 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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