Talent.com
Commercial Client Specialist
Commercial Client SpecialistAxiom Bank, N.A. • Maitland, FL, United States
Commercial Client Specialist

Commercial Client Specialist

Axiom Bank, N.A. • Maitland, FL, United States
2 days ago
Job type
  • Full-time
Job description

At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization - this is an exciting time to get on board!

We believe in the value of promoting a healthy work / life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees :

  • 12 Paid Holidays
  • Generous Paid Time Off
  • 4% Match on our 401(k)
  • Medical, Dental and Vision Benefits
  • 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability

Key Responsibilities and Accountabilities

The Commercial Client Specialist is the main point of contact for commercial clients. S / he will be responsible for client onboarding, opening new accounts, collecting loan due diligence and providing support to RMs and PMs. The Commercial Client Specialist III will facilitate the accurate and timely closing and funding of commercial credit transactions. Incumbents will be assigned a portfolio of commercial clients for on-going service and administration.

  • Serves as the primary contact for commercial clients in a concierge-like Relationship Management model and plays a key role in maintaining and ensuring customer satisfaction.
  • Understands CIP policies and procedures, BSA, and all due diligence required to open deposit accounts for clients and recommends bank products / services to meet those opportunities.
  • Provides customer service to their portfolio of clients including account maintenance, wire processing, exception monitoring, and other servicing items.
  • Assists RM / PM with post-approval due diligence for loan closings. Works directly with borrower to collect outstanding items.
  • Directly contributes to the production of the commercial team by communicating with sales, credit, external partners, and 3rd party vendors to ensure the bank meets the closing date and time expectations of the borrower.
  • Understands credit packages and what is needed to close; work with attorneys and closing. department to ensure closing matches loan approval and documentation is correct.
  • Advises sales and credit of obstacles that may impede meeting client expectations. Coordinates booking and funding of loans with Loan Operations.
  • Reviews and processes advances.
  • Reviews status of current accounts to include, but not limited to, past due payments, tracking of insurance, tracking of maturities / renewals, and interacting with clients.
  • Work closely with Relationship Managers (RM) and Portfolio Managers (PM) to ensure satisfactory on-going monitoring of loans to clients and assist with timely collection of financial statements.
  • Self-motivated, with little need for direct supervision; sets the standard for performance.
  • Working Conditions

  • This position is performed in a regular office work environment. Must be able to work independently from remote locations and within the office environment. The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location on a hybrid schedule; occasional evening and weekend work may be required. Flexibility with work location and hours may be granted if circumstances permit.
  • Qualifications Summary

    Education

  • Associate's degree in Business or equivalent work experience.
  • Experience

  • Minimum 5-7 years' experience in a financial institution supporting commercial clients.
  • Experience and demonstrated ability in understanding complex loan structures.
  • CSI and LaserPro experience preferred.
  • Knowledge & Skills :

  • High attention to detail and accuracy
  • Strong analytical skills
  • Track record of effective collaboration and teamwork
  • Strong customer service skills
  • Ability to adapt with changing guidance
  • Strong verbal, written, and interpersonal communication skills.
  • Proficient in Microsoft Office applications, including Excel and Word.
  • Proven intermediate math and basic accounting skills.
  • Other Duties - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    (Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at hr@axiombanking.com)

    Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE / AA / Minority, Female, Disabled, Veteran

    Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.

    Create a job alert for this search

    Client Specialist • Maitland, FL, United States

    Related jobs
    Client Care Servicing Specialist-ASC Small Business

    Client Care Servicing Specialist-ASC Small Business

    Truist • Orlando, FL, US
    Full-time +2
    Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools an...Show more
    Last updated: 30+ days ago • Promoted
    DVC Associate (Global Sales Contact Center)

    DVC Associate (Global Sales Contact Center)

    Disney Vacation Club • LAKE BUENA VISTA, Florida, United States
    Full-time
    The Global Sales Contact Center (GSCC), part of Disney Vacation Club, is seeking individuals who genuinely enjoy connecting with people—whether by phone or virtually. If you’re someone who can easil...Show more
    Last updated: 2 days ago • Promoted
    Client Partner, Enterprise Sales

    Client Partner, Enterprise Sales

    T-Mobile USA, Inc. • Maitland, FL, United States
    Full-time +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...Show more
    Last updated: 30+ days ago • Promoted
    Sales Specialist

    Sales Specialist

    Dynamic Garage Doors • DeLand, FL, US
    Full-time
    Dynamic Garage Doors is a regional leader in garage door installations and services, with locations in DeLand, Ocala, Melbourne, Panama City and Jacksonville. The company has been providing top-notc...Show more
    Last updated: 14 days ago • Promoted
    Teller / Customer Service

    Teller / Customer Service

    SCCU • DeLand, FL, United States
    Part-time
    Space Coast Credit Union (SCCU), the 3rd largest state charted credit union in Florida, is looking for a.Part-Time Member Service Specialist. SCCU has been in business for over 70 years, has over 9 ...Show more
    Last updated: 2 days ago • Promoted
    Client Care Servicing Specialist - Consumer Care

    Client Care Servicing Specialist - Consumer Care

    Truist • Orlando, FL, US
    Full-time +2
    Responsible for incoming calls for routine and low complexity inquiries regarding products, procedures, systems, or policies for new and existing clients. Committed to utilize all available tools an...Show more
    Last updated: 30+ days ago • Promoted
    Work from Home

    Work from Home

    HomeJobFinder • Eustis, FL
    Remote
    Full-time
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...Show more
    Last updated: 30+ days ago • Promoted
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Geneva, Florida, US
    Remote
    Temporary
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Service Manager in Kissimmee

    Commercial Service Manager in Kissimmee

    Energy Jobline ZR • Kissimmee, FL, United States
    Full-time
    Energy Jobline is the largest and fastest growing global Energy Job Board and Energy Hub.We have an audience reach of over 7 million energy professionals, 400,000+ monthly advertised global energy ...Show more
    Last updated: 1 day ago • Promoted
    License Specialist

    License Specialist

    Rotech Healthcare Inc. • Oak Ridge, FL, United States
    Full-time
    Join a Leader in Home Healthcare.As a national leader in ventilators, oxygen therapy, sleep apnea treatment, wound care, diabetic solutions, and other home medical equipment, we empower patients to...Show more
    Last updated: 8 days ago • Promoted
    Client Service Specialist

    Client Service Specialist

    Hellosunshinetravels • Orlando, Florida, United States
    Remote
    Full-time
    Quick Apply
    Hello Sunshine Travels is a growing travel business dedicated to helping individuals turn their passion for travel into income. We specialize in providing the tools, training, and support for motiva...Show more
    Last updated: 8 days ago
    Complete Online Surveys For Cash (Up to $25 / per)

    Complete Online Surveys For Cash (Up to $25 / per)

    Earn Haus • Bithlo, FL, US
    Full-time +1
    Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion. You will help influence brand decisions on se...Show more
    Last updated: 2 days ago • Promoted
    Financial Center Manager Associate - Kissimmee, FL

    Financial Center Manager Associate - Kissimmee, FL

    Fifth Third Bank • Kissimmee, FL, United States
    Full-time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. The Financial Center Manager w...Show more
    Last updated: 15 days ago • Promoted
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Geneva, Florida, US
    Remote
    Temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...Show more
    Last updated: 30+ days ago • Promoted
    Accounts Payable Specialist

    Accounts Payable Specialist

    Family Health Source • DeLand, FL, United States
    Full-time
    The Accounts Payable Specialist is responsible for the payment of goods and services purchased by the Organization (NEFHS). This role also serves as auditor, ensuring invoices are accurate and that ...Show more
    Last updated: 2 days ago • Promoted
    Clinical Therapist

    Clinical Therapist

    Advanced Recovery Systems • Umatilla, FL, US
    Full-time
    Looking for Full-time Licensed Clinicians!.Sign On Bonus Available $6,500 for Independently Licensed $4,000 for Preliminary Licensed . Tuesday - Saturday or Sunday- Thursday Schedule ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Services Professional

    Financial Services Professional

    Bankers Life • Orange City, FL, US
    Full-time
    Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training,...Show more
    Last updated: 30+ days ago • Promoted
    Home Health Aide Bilingual in English and Spanish

    Home Health Aide Bilingual in English and Spanish

    AccordCare • Geneva, FL, United States
    Full-time
    Orange, Osceola & Seminole Counties, FL.Hourly - Flexible shifts available.Bilingual in English and Spanish.Join Our Team of Compassionate Care Professionals!. Orange, Osceola, and Seminole Counties...Show more
    Last updated: 20 days ago • Promoted