Senior Commercial Client Administrator & Operations Lead

Hancock Whitney; New Orleans (LA); On-site; USD 70,000 - 100,000; Full time

Job summary

Hancock Whitney in New Orleans seeks a Lead Commercial Client Administrator to provide complex administrative and operational support to Relationship Managers and to mentor junior administrators.

You will independently solve problems and manage tasks with significant financial exposure, coordinating loan documentation in nCino and Salesforce, and guiding cross-functional workflows to ensure accurate documentation and 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.

Responsibilities

• Serve as the primary point of contact for high-value or complex commercial clients, addressing inquiries and resolving issues independently.
• Prepare, review, and coordinate loan documentation, using platforms such as nCino and Salesforce.
• Liaise between Relationship Managers, Lending Services, and other bank areas to ensure seamless workflows and accurate documentation.
• Monitor account activity, identifying and addressing risks or discrepancies.
• Partner with Relationship Managers to identify cross-selling opportunities for ancillary services and participate in client reviews.
• Mentor and guide junior Commercial Client Administrators to ensure accuracy and efficiency.

Skills

Leadership

Problem-solving

Organization

Communication

Education

Bachelor’s degree preferred in business/finance

Tools

nCino

Salesforce

Microsoft Office Suite

Job description

Hancock Whitney in New Orleans seeks a Lead Commercial Client Administrator to provide complex administrative and operational support to Relationship Managers and to mentor junior administrators.

You will independently solve problems and manage tasks with significant financial exposure, coordinating loan documentation in nCino and Salesforce, and guiding cross-functional workflows to ensure accurate documentation and compliance.