Experience Inc. Jobs

This is a job for a Commercial Client Administrator position with the company located in New Orleans, LA area.

Job Summary: This position is primarily responsible for providing moderately complex administrative and operational support to Relationship Managers.  This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting.

Responsibilities: Provides support to Relationship Managers by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues, and providing various other administrative support. Works closely with Relationship Managers to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues. Prepares and coordinates required loan documentation via worksheets; reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions. Serves as a liaison between the Relationship Manager and Lending Services during document preparation.  Coordinates document workflow as appropriate. Closes complete loan packages in conjunction with or in the absence of the relationship manager. Ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures, and regulations. Responsible for making certain our loan document image repository is accurate and correct; diligence in performing necessary tasks to update and maintain our image files is required. Responsible for the monitoring and maintenance of multiple reports; keeps Relationship Managers apprised of any issues/problems that may arise and need attention. Assists Relationship Managers in identifying opportunities to sell ancillary services like treasury management, merchant services, and wealth management. Participates in joint calls with our clients at the invitation of the relationship manager. Assists Relationship Managers in managing the deposit relationship and associated services, i.e., wires, account set up, NSF management, approvals, signatures, etc. Assist clients with draws, transfers, and loan payments with appropriate authorization. Monitors past due reports and coordinates the collection of past due principal and interest payments. Conducts periodic reviews of the past due report and alerts Relationship Managers as applicable. Opens and services commercial deposit accounts.  At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts. Other duties as assigned.

Qualifications: High School diploma or GED and 3 years' experience in a commercial lending or wealth business client support function; Associate degree preferred. Working knowledge of loan documentation and related financial statements. Working understanding of ancillary services like treasury management, merchant services, card products, and wealth management; can support setup of products as needed. Proficient in applicable banking systems along with the Microsoft Office Suite. Working knowledge of automated loan origination platforms and/or other lending workflows to assist banker in processing commercial loans. Working knowledge of the loan imaging system with the ability to load, maintain, archive, and retrieve credit file information. Basic understanding of the complex types of commercial loans, along with syndications and participations. Effective oral and written communication skills. Effective organizational and administrative skills. Excellent customer services skills.

Equal Opportunity Employer -- minorities/females/veterans/in ividuals with disabilities/sexual orientation/gender identity.