• Coordinate daily account servicing and administration for commercial banking clients.
• Process transactions, resolve inquiries, obtain documentation, and maintain accurate client and account information.
• Develop action plans for client requests and ensure timely follow-up, execution, and communication.
• Partner with Relationship Managers, servicing teams, and internal stakeholders to support client delivery.
• Maintain required records, fees, balances, specialized procedures, and client communication documentation.
• Assess service requests and coordinate operational updates, account changes, and transaction support.
• Monitor banking operations, reports, tickets, and documentation to ensure accurate and timely processing.
• Research client records, contracts, agreements, and supporting materials to answer inquiries and confirm account setup.
• Maintain working knowledge of syndicated loan transactions, loan and credit agreements, collateral reporting, and relationship-monitoring documentation.