Client Specialist

M C Bank and Trust Co.; New Orleans (LA); On-site; USD 42,000 - 64,000; Full time

Job summary

M C Bank and Trust Co. in New Orleans, LA is seeking a Client Specialist to assist in structuring commercial loans, ensuring alignment with credit policies, and supporting the Commercial Relationship Managers in growing portfolios.

The ideal candidate holds a Bachelor’s degree in business or finance and 2–3 years of commercial portfolio management experience, with strong credit and financial analysis skills and excellent communication for collaboration with internal teams and clients.

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.

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.

Skills

Commercial portfolio management

Credit analysis

Financial analysis

Communication

Interpersonal skills

Detail-oriented

Organizational skills

Education

Bachelor’s degree in business or finance

Job description

For more information you can email Human Resources at [e-mail]
MCBANK is an equal opportunity employer.

Position:Client Specialist

Location: New Orleans, LA

Job Id:339

# of Openings:1

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 / Affimatory Action employer, committed to diversity and inclusion in the workplace.

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.