Commercial Client Services Specialist

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

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