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Client Specialist

M C Bank
  • New Orleans, Louisiana
    13 days ago

    Job Description

    We are seeking a detail-oriented and proactive Client Specialist to join our team. The ideal candidate will be responsible for assisting in ensuring loan structures are appropriate and balanced with credit policy and bank lending standards. This role requires close collaboration with Commercial Relationship Manager(s) and providing them with essential support to manage and grow commercial loan portfolios effectively.

    Key Responsibilities

    • Assist in structuring commercial loans to ensure compliance with credit policies and bank lending standards.
    • Collaborate closely with Commercial Relationship Manager(s) to support portfolio management and client development.
    • Communicate effectively with internal partners and clients regarding existing portfolios and portfolio activities.
    • Conduct financial and credit analysis to assess credit risks and deepen understanding of client financials.
    • Create and maintain detailed reports on portfolio activities and performance.
    • Work in a fast-paced environment, managing multiple priorities and deadlines efficiently.

    Qualifications

    • Bachelor’s degree in business, finance or a related field required.
    • 2-3 years of commercial portfolio management experience.
    • General knowledge C&I, CRE, financial statements and tax returns.
    • Strong understanding of commercial lending, credit analysis, and financial analysis.
    • Excellent communication and interpersonal skills to collaborate with internal teams and clients.
    • Ability to work effectively in a fast-paced banking environment.
    • Detail-oriented with strong organizational and analytical skills.
    M C Bank is an Equal Opportunity / Affirmative Action employer, committed to diversity and inclusion in the workplace.  We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, or any other factor protected by applicable federal, state, or local laws.  All hiring decisions are based on qualifications, merit, and business needs.
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    Numbers & Facts

    LocationNew Orleans, Louisiana

    Skills

    • Analysis Skillsunmatched
    • Banking Servicesunmatched
    • Commercial Loansunmatched
    • Communication Skillsunmatched
    • Credit Analysisunmatched
    • Credit Riskunmatched
    • Detail Orientedunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Statementsunmatched
    • Interpersonal Skillsunmatched
    • Investment Managementunmatched
    • Loan Policyunmatched
    • Loan Portfoliounmatched
    • Loan Structuringunmatched
    • Maintain Complianceunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Relationship Managementunmatched
    • Risk Analysisunmatched
    • Tax Returnsunmatched
    • Team Playerunmatched
    • Time Managementunmatched

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