Commercial Client Administrator

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 38,000 - 52,000; Full time

Job summary

Hancock Whitney Corp. is seeking a Commercial Client Administrator in New Orleans to provide day‑to‑day client service for business clients and to support Relationship Managers.

You will handle documentation, onboarding, and loan-related tasks, ensuring accuracy and regulatory compliance while coordinating with underwriting, compliance, and operations. The role requires strong communication, MS Office proficiency, and familiarity with banking systems.

Qualifications

• Provide essential client service and support to Relationship Managers.
• Process and maintain documentation for new and existing client accounts.
• Assist in the preparation of loan documents and other banking materials.
• Learn loan documentation processes and systems; adhere to regulatory requirements.
• Proficient use of banking platforms such as nCino and Salesforce.

Responsibilities

• Serve as the primary contact for client inquiries and resolve routine issues.
• Monitor account activity and follow up on discrepancies or required actions.
• Support client onboarding with documentation collection and verification.
• Collaborate with underwriting, compliance and operations to ensure timely service delivery.
• Assist clients with loan payments, transfers and account setup.

Skills

Client service

Communication skills

Attention to detail

Microsoft Office

Banking systems

Education

High school diploma or equivalent

Associate’s degree preferred

Tools

nCino

Salesforce

Microsoft Office Suite

Job description

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

#LI-SB1 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.

WHEN YOU CHOOSE A CAREER WITH HANCACK WHITNEY (NASDAQ: HWC)

We pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility.

A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas.

Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future.

Learn more at hancockwhitney.com/ourstory