Senior Commercial Client Administrator

Hancock Whitney Corp.; Clearwater, Northern (FL, KY); Hybrid; USD 42,000 - 62,000; Full time

Job summary

The Senior Commercial Client Administrator at Hancock Whitney Corp. provides advanced administrative and operational support to Relationship Managers and clients, handling loan documentation and risk controls with attention to accuracy and regulatory alignment.

You will coordinate workflows with Lending Services and other bank areas, monitor accounts for anomalies, and assist with relationship reviews, deposits, and transfers while mentoring junior staff.

Qualifications

• Associate's degree preferred; bachelor's degree in business, finance, or related field a plus.
• 2 years in banking/financial services or client servicing/administration.
• Working knowledge of loan documentation, financial statements, and ancillary bank services.
• Proficient in banking systems and Microsoft Office Suite.

Responsibilities

• Handle complex client inquiries, account transactions, and documentation.
• Prepare, review, and coordinate required loan documentation using nCino and Salesforce.
• Coordinate workflows between Relationship Managers, Lending Services and other bank areas.
• Monitor account activity and address risks or discrepancies.
• Support fraud monitoring and Enhanced Due Diligence forms.
• Identify opportunities to sell ancillary services and assist with reviews.
• Participate in client calls and provide advanced administrative support.
• Mentor and assist junior Commercial Client Administrators.

Skills

Customer service

nCino

Salesforce

Microsoft Office

Attention to detail

Education

Associate's degree preferred; bachelor's degree in business/finance a plus

Tools

nCino

Salesforce

Microsoft Office Suite

Job description

JOB FUNCTION / SUMMARY

The Senior Commercial Client Administrator serves as a subject matter expert, providing moderately complex administrative and operational support to Relationship Managers and direct client service to business clients. This role involves independent handling of tasks with potential financial exposure to the bank.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Handle complex client inquiries, account transactions, and documentation, ensuring prompt and accurate resolution.


• Prepare, review, and coordinate required loan documentation, using platforms such as nCino and Salesforce.


• Serve as a liaison between Relationship Managers, Lending Services, and other bank areas to coordinate workflows and resolve issues.


• Monitor and analyze account activities, proactively addressing risks or discrepancies.


• Support fraud monitoring efforts, including red flag activity and preparing Enhanced Due Diligence forms.


• Identify opportunities to sell ancillary services like treasury management, merchant services, and wealth management, and assist with internal Relationship Reviews.


• Participate in joint calls with clients at the invitation of Relationship Managers.


• Provide advanced administrative support, including managing deposit relationships, setting up accounts, and assisting with loan payments and transfers.


• Ensure compliance with all applicable regulations and internal policies.


• Mentor and assist junior Commercial Client Administrators as needed.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

Associate's degree preferred; bachelor's degree in business, finance, or related field a plus . 2 years in banking/financial services, client servicing/administration, operations, commercial lending or related support experience. Working knowledge of loan documentation, financial statements, and ancillary bank services. Proficient in banking systems and Microsoft Office Suite. Strong organizational, problem-solving, and client service 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.