Client Specialist

MCBANK; New Orleans (LA); On-site; USD 40,000 - 54,000; Full time

Job summary

MCBANK is seeking a Client Specialist in New Orleans to assist in structuring and managing commercial loan portfolios in line with credit policy and bank lending standards. The role requires close collaboration with Commercial Relationship Managers to support growth and portfolio health.

You will perform financial and credit analysis, prepare detailed portfolio reports, and communicate effectively with internal teams and clients to drive responsible lending decisions.

Qualifications

• Bachelor’s degree required in business, finance or related field.
• 2-3 years of commercial portfolio management experience.
• General knowledge of C&I, CRE, financial statements and tax returns.
• Strong understanding of commercial lending, credit analysis, and financial analysis.
• Excellent communication and interpersonal skills for collaboration with internal teams and clients.
• Ability to work in a fast-paced banking environment.
• Detail-oriented with strong organizational and analytical skills.

Responsibilities

• Assist in structuring commercial loans to ensure compliance with credit policies and lending standards.
• Collaborate with Commercial Relationship Managers to support portfolio management and client development.
• Communicate with internal partners and clients regarding portfolios and activities.
• Conduct financial and credit analysis to assess risks and client financials.
• Create and maintain detailed reports on portfolio activities and performance.
• Work in a fast-paced environment, managing multiple priorities and deadlines.

Skills

Attention to detail

Communication

Analytical thinking

Team collaboration

Education

Bachelor’s degree in business/finance or related field

Job description

We are seeking a detail-oriented and proactive Client Specialist to join our team. The ideal candidate will be responsible for assisting in ensuring loan structures are appropriate and balanced with credit policy and bank lending standards. This role requires close collaboration with Commercial Relationship Manager(s) and providing them with essential support to manage and grow commercial loan portfolios effectively.

Key Responsibilities

• Assist in structuring commercial loans to ensure compliance with credit policies and bank lending standards.
• Collaborate closely with Commercial Relationship Manager(s) to support portfolio management and client development.
• Communicate effectively with internal partners and clients regarding existing portfolios and portfolio activities.
• Conduct financial and credit analysis to assess credit risks and deepen understanding of client financials.
• Create and maintain detailed reports on portfolio activities and performance.
• Work in a fast-paced environment, managing multiple priorities and deadlines efficiently.

Qualifications

• Bachelor’s degree in business, finance or a related field required.
• 2-3 years of commercial portfolio management experience.
• General knowledge C&I, CRE, financial statements and tax returns.
• Strong understanding of commercial lending, credit analysis, and financial analysis.
• Excellent communication and interpersonal skills to collaborate with internal teams and clients.
• Ability to work effectively in a fast-paced banking environment.
• Detail-oriented with strong organizational and analytical skills.

M C Bank is an Equal Opportunity / Aff We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, or any other factor protected by applicable federal, state, or local laws. All hiring decisions are based on qualifications, merit, and business needs.