Senior Commercial Client Services & Lending Operations

Hancock Whitney; Clearwater (FL); On-site; USD 50,000 - 64,000; Full time

Job summary

Hancock Whitney seeks a Senior Commercial Client Administrator in Florida to provide expert administrative and operational support to Relationship Managers and business clients. You will handle complex inquiries, coordinate loan documentation, and ensure regulatory compliance while mentoring junior staff.

Responsibilities include liaison work across bank areas, monitoring account activity, aiding fraud and due-diligence efforts, and identifying opportunities to offer treasury, merchant, and

Qualifications

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

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.

Skills

Client servicing

Organizational skills

Problem solving

Customer service

Education

Associate's degree

Bachelor's degree in business/finance

Tools

Microsoft Office Suite

Banking systems

Job description

Hancock Whitney seeks a Senior Commercial Client Administrator in Florida to provide expert administrative and operational support to Relationship Managers and business clients. You will handle complex inquiries, coordinate loan documentation, and ensure regulatory compliance while mentoring junior staff.

Responsibilities include liaison work across bank areas, monitoring account activity, aiding fraud and due-diligence efforts, and identifying opportunities to offer treasury, merchant, and