Supervisor, Client Administration

Supervisor Of Commercial Client Administrators

The Supervisor of Commercial Client Administrators oversees the daily performance of a team of administrators while providing complex support to Relationship Managers. This role combines leadership, operational management, and advanced client service expertise.

Essential Duties & Responsibilities:

• Supervise and mentor a team of Commercial Client Administrators, ensuring efficient operations and adherence to policies and regulations.
• Manage team workloads, providing training, guidance, and performance feedback.
• Serve as an escalation point for complex client issues and high-value transactions.
• Oversee and ensure the accuracy of loan documentation, using platforms such as nCino and Salesforce.
• Partner with Relationship Managers to identify and support cross-selling opportunities, participating in joint client calls and Relationship Reviews.
• Monitor and manage client account activities, addressing risks and discrepancies proactively.
• Lead fraud resolution efforts, assisting with red flag monitoring and Enhanced Due Diligence forms.
• Drive process improvements to enhance team productivity and client satisfaction.
• Prepare and present reports on team performance and client service metrics.
• Recruit, onboard, and train new team members as needed.

Minimum Required Education, Experience & Knowledge:

• Bachelor's degree in business, finance, or related field preferred.
• 7+ years of experience in a commercial lending or client support function, with at least 2 years in a supervisory role.
• Extensive knowledge of loan documentation, financial statements, and banking operations.
• Proficient in banking systems, including nCino and Salesforce, and Microsoft Office Suite.
• Excellent leadership, organizational, 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.