Supervisor, Client Administration

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JOB FUNCTION / SUMMARY:

Supervisor, Client Administration is primarily responsible for directly supervising Client Administration team while providing complex administrative and operational support to Relationship Managers and Bankers. 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. Additionally, this role will serve as a subject matter expert and mentor for Client Administration team.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Oversees the daily functional performance of assigned associates.  Supports departmental responsibilities in accordance with the organization's policies, procedures and applicable laws.  Responsibilities include training employees; planning, assigning, and directing daily workloads; assessing associate performance; addressing complaints and resolving problems associated with departmental duties; verifying time keeping records and tracking employee paid and unpaid time off.
• Provides support to Relationship Managers and Bankers 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 and Bankers 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; ensures all pertinent loan documentation is imaged accurately and timely into the correct file type within the company’s official imaging system repository; coordinates booking of renewal loan documents; clears loan exceptions.
• Serves as a liaison between the Relationship Manager/Banker 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/Banker; 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 the monitoring and maintenance of multiple reports; keeps Relationship Managers/Bankers apprised of any issues/problems that may arise and need attention.
• Partners with Relationship Managers/Bankers 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/Bankers 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/Bankers as applicable.                                           
• Opens and services consumer and commercial deposit accounts.  At certain locations, may receive checks and cash for deposit, record customer transactions, and issue receipts.

SUPERVISORY RESPONSIBILITIES:

Responsible for the overall direction, coordination and evaluation of a team of associates, carries out supervisory responsibilities in accordance with the organization's policies and applicable laws; Responsibilities include interviewing, hiring, and training associates; planning, assigning, and directing work; appraising performance; rewarding associates and enforcing policy and procedure; addressing complaints and resolving problems.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• High School diploma or GED and 7 years’ experience in a commercial lending support function; Bachelor’s degree