Supervisor, Client Administration

Job Function / Summary

This position is primarily responsible for directly supervising Commercial Client Admins while providing complex administrative and operational support to Relationship Managers in the Wholesale Segment. The role includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting. It serves as a subject matter expert and mentor for lower level Administrators.

• Oversees the daily functional performance of assigned associates.
• Supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws.
• Provides training to employees; plans, assigns, and directs daily workloads.
• Assesses associate performance; addresses complaints and resolves problems associated with departmental duties.
• Verifies time‑keeping records and tracks employee paid and unpaid time off.
• Provides support to Relationship Managers by assisting in fostering customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues, and providing various other administrative support.
• Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation.
• Coordinates with CPAs, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.
• Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions.
• Serves as a liaison between the Relationship Manager and Lending Services during document preparation.
• Coordinates document workflow as appropriate.
• Closes complete loan packages in conjunction with or in the absence of the relationship manager.
• Ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations.
• Monitors and maintains multiple reports; keeps Relationship Managers apprised of any issues or problems that may arise and require attention.
• Partners with Relationship Managers in identifying opportunities to sell ancillary services such as treasury management, merchant services, and wealth management.
• Participates in joint calls with clients at the invitation of the relationship manager.
• Assists Relationship Managers in managing the deposit relationship and associated services, including wires, account setup, NSF management, approvals, signatures, etc.
• Assists clients with draws, transfers and loan payments with appropriate authorization.
• Monitors past due reports and coordinates the collection of past due principal and interest payments.
• Conducts periodic reviews of the past due report and alerts Relationship Managers as applicable.
• Opens and services commercial deposit accounts; at certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.

• High School diploma or GED and 7 years of experience in a commercial lending support function;
  Bachelor’s degree preferred.
• Extensive knowledge of loan documentation and related financial statements.
• Thorough understanding of ancillary services such as treasury management, merchant services, card products, and wealth management; can support setup of products as needed.
• Expertise in applicable banking systems and the Microsoft Office Suite.
• Extensive knowledge of COAST and/or other lending workflows to assist bankers in processing commercial loans.
• Completion of Construction CCA certification program to support commercial construction loans performed within the market.
• Extensive knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information.
• Extensive understanding of complex types of commercial loans, including syndications and participations.
• Effective oral and written communication skills.
• Excellent…