Senior Commercial Client Admin & Team Lead

Hancock Whitney Corp.; Charlotte (NC); On-site; USD 90,000 - 115,000; Full time

Job summary

Hancock Whitney Corp. in Charlotte seeks a Lead Commercial Client Administrator to provide complex administrative and operational support to Relationship Managers, mentoring junior staff and handling loans with significant financial exposure.

You will coordinate loan documentation with nCino and Salesforce, liaise across bank teams, monitor activity for risks, and drive efficiency through special projects while ensuring regulatory compliance.

Qualifications

• Bachelor’s degree in business, finance, or related field preferred.
• 4 years in banking/financial services, client servicing/administration, operations, commercial lending or related support experience.
• Extensive knowledge of loan documentation, financial statements, and banking operations.
• Proficient in banking systems, including nCino and Salesforce, and Microsoft Office Suite.
• Strong leadership, organizational, and problem-solving skills.

Responsibilities

• Serve as the primary point of contact for high-value or complex commercial clients, addressing inquiries and resolving issues independently.
• Expertly prepare, review, and coordinate loan documentation, using platforms such as nCino and Salesforce.
• Act as a liaison between Relationship Managers, Lending Services, and other bank areas to ensure seamless workflows and accurate documentation.
• Monitor account activity, proactively identifying and addressing risks or discrepancies.
• Partner with Relationship Managers to identify and support cross-selling opportunities for ancillary services, participating in joint client calls and Relationship Reviews.
• Mentor and guide junior Commercial Client Administrators to ensure tasks are performed accurately and efficiently.
• Provide advanced support for managing deposit relationships, setting up accounts, and processing loan payments and transfers.
• Lead special projects or initiatives to enhance operational efficiency and client service.
• Ensure compliance with bank policies and regulatory requirements.

Skills

Leadership

Problem-solving

Organizational skills

Communication

Education

Bachelor’s degree in business, finance, or related field

Tools

nCino

Salesforce

Microsoft Office Suite

Job description

Hancock Whitney Corp. in Charlotte seeks a Lead Commercial Client Administrator to provide complex administrative and operational support to Relationship Managers, mentoring junior staff and handling loans with significant financial exposure.

You will coordinate loan documentation with nCino and Salesforce, liaise across bank teams, monitor activity for risks, and drive efficiency through special projects while ensuring regulatory compliance.