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Senior Client Relations Specialist

2 months ago

Miami, United States Amerantbank Full time

The Senior Client Relations Specialist role is pivotal in supporting Relationship Managers, Portfolio Officers, and Managers with the comprehensive administrative tasks associated with developing and managing a portfolio of commercial loans and accounts. This position aims to enhance the customer experience by effectively addressing their needs within the portfolio, including services, deposits, and loans.

Key Responsibilities:

  • Collaborate closely with Relationship Managers and Portfolio Officers to facilitate loan processing and general service requests, including:
    • Resolving customer inquiries and service requests related to accounts and loans;
    • Preparing account maintenance documentation;
    • Processing loan payments and debit instructions;
    • Receiving and forwarding loan documents for processing pay-offs, estoppel requests, and mortgage satisfactions;
    • Collecting fees for third-party services;
    • Notifying customers about renewal statuses and required financial information;
    • Preparing reports and monitoring overdrafts.
  • Assist in customer onboarding efforts alongside Relationship Managers and Portfolio Officers, ensuring:
    • Auto debit setups are completed;
    • Real estate tax and insurance escrows are established correctly;
    • Engagement with the Treasury Management Department for setting up banking treasury products (e.g., Online Banking, Remote Deposit Capture).
  • Gather and review necessary loan and credit documentation pre and post-closing, preparing all required forms and conducting legal searches online.
  • Manage the opening and maintenance of depository accounts, ensuring proper processing and collection of related documentation.
  • Perform various administrative tasks and manage both internal and external communications, including answering calls and emails promptly, preparing mailings, and coordinating schedules for Relationship Managers and Portfolio Officers.
  • Upload and clear tracking exceptions such as site visit reports, annual reviews, and financial reports to uphold asset quality.
  • Monitor and manage overdrafts and past-due reports, which may involve contacting customers.
  • Confirm wire transfers with customers as necessary, especially in response to fraud alerts.
  • Prepare minimum balance covenant certificates and compile the BSA/compliance package for internal review, organizing and reviewing all formation documents related to the customer’s organizational structure.
  • Develop a detailed Organization Chart and prepare necessary adverse media and Lexis Nexis reports.
  • Review post-closing loan documentation to ensure quality control and process vendor invoices, obtaining necessary approvals for accounts payable.

Education and Certification Requirements:

A Bachelor’s Degree is required or in progress.

Formal credit training is advantageous.

Experience Requirements:

A minimum of 3 years of experience in Lending/Banking or as an Administrative Assistant is essential.

Strong experience in account opening with complex structures, operations, and BSA is preferred.

Essential Knowledge:

Familiarity with banking regulations, loan documentation including mortgages, and basic financial statement analysis is necessary.

Proficiency in Microsoft Office 365 applications such as MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint is required.