Commercial Client Administrator

Hancock Whitney Corp.; San Antonio (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Hancock Whitney Corp. in Texas is seeking a Commercial Client Administrator to provide essential support to Relationship Managers and deliver day-to-day client services for business clients.

The role involves handling documentation, loan-related materials, and coordinating across underwriting and compliance teams. You will work with platforms like nCino and Salesforce to maintain accurate client records and ensure timely delivery of services, while managing inquiries and maintaining high service

Qualifications

• Bachelor-style responsibilities include supporting relationship managers and client onboarding.
• Proficient in Microsoft Office Suite and banking systems.
• Good communication and organizational skills are essential.

Responsibilities

• Serve as primary contact for client inquiries and resolve routine issues
• Process and maintain documentation for new and existing client accounts
• Assist in preparation of loan documents and credit agreements
• Monitor account activity and follow up on discrepancies
• Support onboarding with required documentation collection and verification
• Use platforms such as nCino and Salesforce to coordinate workflows
• Assist clients with loan payments, transfers, and account setup
• Collaborate with underwriting, compliance and operations for timely service delivery
• Maintain knowledge of bank products including merchant services, treasury and wealth management
• Support fraud monitoring and Enhanced Due Diligence forms

Skills

Strong communication

Organizational skills

Learn loan documentation processes

Ability to operate under stress

Education

High school diploma or equivalent

Associate's degree preferred

Tools

Microsoft Office Suite

Banking systems

nCino

Salesforce

Job description

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging in to your account.

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 such as client servicing/administration, operations and administrative, preferably in banking/financial services
• 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 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 Hancock 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.