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Client Specialist II

2 months ago

West Palm Beach, Florida, United States Amerant Bank Full time
Job Title: Client Specialist II

Amerant Bank is seeking a highly skilled Client Specialist II to join our team. As a Client Specialist II, you will play a critical role in assisting Relationship Managers and Portfolio Officers with the administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts.

Key Responsibilities:
  • Work closely with Relationship Managers and Portfolio Officers to facilitate loan processing and other general service requests, including resolving customer inquiries and service requests, preparing account maintenance forms, and processing loan payments/debit instructions.
  • Assist with the customer onboarding process, including setting up auto debit, real estate tax and insurance escrow, and treasury management products.
  • Gather and review loan/credit documentation, prepare required forms, and update credit files.
  • Responsible for opening depository accounts and maintenance, including processing and collecting related forms and documents.
  • Perform common administrative tasks, handle internal and external correspondences, and schedule and coordinate Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks.
  • Monitor and manage overdrafts and past-due reports, and confirm wire transfers with customers.
  • Prepare minimum balance covenant certificates and BSA/compliance packages for internal review.
Requirements:
  • Bachelor's Degree required or pursuing a Bachelor's degree
  • 2+ years of experience as a Lending/Banking or Administrative Assistant
  • Strong experience in account opening with complex structures, operations, and BSA
  • Proficiency using Microsoft Office 365 products, including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint