Lead Commercial Client Administrator
Core
Lead administrative and operational support for high-value commercial clients, serving as a primary point of contact and liaison for Relationship Managers.
Role type
Senior Commercial Client Administrator
Builds
Loan documentation, account setups, and payment processing workflows for commercial lending
Domain
Banking / Commercial Lending
Required skills
Loan documentation expertise, banking operations knowledge, nCino proficiency, Salesforce proficiency, risk monitoring, cross-selling support, mentorship
Preferred skills
Bachelor's degree in business or finance, 4+ years in banking/financial services
Technologies
nCino, Salesforce, Microsoft Office Suite
Responsibilities
Serve as primary contact for complex commercial clients; prepare and coordinate loan documentation; monitor account activity and identify risks; partner with Relationship Managers on cross-selling; mentor junior administrators; lead special projects to enhance efficiency.
Seniority
Senior, hands-on IC with mentorship responsibilities
