Lead Commercial Client Support & Portfolio Leadership

First Merchants Brand; Indianapolis (IN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending Accounts

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Brand seeks a Lead Commercial Client Support Specialist in Indianapolis to enhance customer experience and support commercial loan processing. This pivotal role involves leading a team, ensuring compliance with banking regulations, and improving operational efficiency.

The ideal candidate will have a high school diploma, three years of related experience, and strong analytical and communication skills. Benefits include medical, dental, 401k, and more.

Qualifications

• Minimum of three years in a Commercial Client Support role or related experience in commercial loan processing, operations, or portfolio support.
• Notary Public Designation desired.
• In-depth understanding of banking regulations and compliance-related areas such as KYC, OFAC, and CIP.

Responsibilities

• Lead team of Commercial Client Support Specialists and oversee their duties.
• Monitor portfolio information to minimize delinquencies and collection issues.
• Support commercial sales team to ensure credit and financial information is obtained.

Skills

Customer service

Leadership

Analytical skills

Organizational skills

Communication

Banking regulations compliance

Education

High school diploma or equivalent (GED)

Tools

Microsoft Office Suite (Word, Excel, Outlook, Teams)

Horizon core banking

Job description

First Merchants Brand seeks a Lead Commercial Client Support Specialist in Indianapolis to enhance customer experience and support commercial loan processing. This pivotal role involves leading a team, ensuring compliance with banking regulations, and improving operational efficiency.

The ideal candidate will have a high school diploma, three years of related experience, and strong analytical and communication skills. Benefits include medical, dental, 401k, and more.