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The Client Specialist II position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc).
Duties and responsibilities include:
Minimum Education and/or Certifications Requirements:
Bachelor’s Degree required or pursuing a Bachelor’s degree
Formal credit training is a plus
Minimum Work Experience Requirements:
2 years of experience as a Lending Administrative Assistant
Technical and/or Other Essential Knowledge:
Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
About the Company:
Amerant Bank
Full Time
$50k-66k (estimate)
03/04/2024
05/08/2024