Wholesale Client Services Specialist

Hancock Whitney Corp.; Baton Rouge (LA); On-site; USD 42,000 - 64,000; Full time

Job summary

Hancock Whitney Corp. is seeking an Administrative Support professional to assist Relationship Managers in the Wholesale Segment.

You will handle customer service, loan documentation, and portfolio reporting to ensure accurate and timely processing of financial transactions. You will coordinate with CPAs, attorneys, and insurance agents, manage documentation workflows, and support various deposits and loan activities.

Qualifications

• High school diploma or equivalent; Associate’s degree preferred.
• 1 year of related support experience, preferably in a financial institution.
• Proficient in Microsoft Office Suite and banking systems.
• Strong communication and organizational skills.

Responsibilities

• Assist Relationship Managers with customer transactions and loan processes.
• Prepare and review loan documents; coordinate closings.
• Maintain multiple reports; monitor issues and communicate with RMs.
• Coordinate with CPAs, attorneys, and insurance agents for exceptions.

Skills

Customer service

Communication

Organizational skills

Microsoft Office

Education

High school diploma or equivalent

Associate’s degree preferred

Tools

Banking systems

Loan documentation

Job description

Hancock Whitney Corp. is seeking an Administrative Support professional to assist Relationship Managers in the Wholesale Segment.

You will handle customer service, loan documentation, and portfolio reporting to ensure accurate and timely processing of financial transactions. You will coordinate with CPAs, attorneys, and insurance agents, manage documentation workflows, and support various deposits and loan activities.