Syndications Client Administrator

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Job Function / Summary

The Syndications Client Administrator ("SCA") is primarily responsible for providing administrative and operational support to the Loan Syndications team in the Wholesale Segment. This support includes the delivery of customer service at the highest levels, the performance of research and resolution of client issues, and the administration of loan documentation and portfolio reporting. The SCA will interact with clients, relationship managers and portfolio managers, and operations associates and external partners to ensure accurate and timely invoicing, processing and reporting for syndicated loan transactions agented by Hancock Whitney.

Duties & Responsibilities

• Provides support to Loan Syndications by assisting in the fostering of customer relationships through the processing of transactions, renewing loans, scheduling closings, resolving account/customer issues and providing various other administrative support.

  • Works closely with Syndications Associate to assist with obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. Coordinates with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues. This does not apply, should strike -JJ

  • Coordinates the preparation of required loan documentation via worksheets; [not applicable] reviews loan documentation; coordinates execution of loan documents; coordinates booking of renewal loan documents; clears loan exceptions. [not applicable]

  • Serves as a liaison between the Loan Syndications and Lending Services and third-party outsourcing partners during document preparation and in the ongoing administration of closed syndications. Coordinates document workflow as appropriate.

  • Closes complete loan packages in conjunction with or in the absence of the Relationship Manager. Ensures applicable loan documentation is approved and in compliance with regulations and company policy; maintains knowledge of current lending policies, procedures and regulations.

  • Responsible for the monitoring and maintenance of multiple reports; keeps Director of Loan Syndications apprised of any issues/problems that may arise and need attention.

  • Assist in coordinating bank meetings and other syndication process activities.

  • Coordinate travel of Loan Syndications staff.

  • Maintain and update reports on the syndications portfolio of the Bank for Executive Management.

  • Provide administrative support to the Loan Syndications team - examples include completing expense reports, processing accounts payable and ordering office supplies

Required Education, Experience & Knowledge

• High School diploma or GED; Associate's degree preferred
• 1-2 years of related support experience in a financial services environment or institution

Plus

• Proficiency with Microsoft Office (including Word, Excel, Access, PowerPoint and Outlook)
• Knowledge of or ability to learn internal bank reporting systems
• Basic knowledge of financial statements
• Ability to learn loan documentation processes and systems
• Effective oral and written communication skills
• Effective organizational and administrative skills
• Excellent customer service skills

Core Competencies

The company has identified a set of core competencies that are vital to our business achieving a competitive advantage and delivering a unique value to our customers. These competencies are the skills, knowledge, and abilities each and every associate must exhibit to fulfill this competitive advantage.

• Organization and Planning: Detail- and results-oriented; develops realistic action plans
• Commitment to Excellence: Sets and achieves challenging goals; measures self against a standard of excellence
• Resilience and Balance: Maintains a stable performance and can be effective under pressure
• Interpersonal Versatility: Treats all people with respect and honor along with sensitivity to cultural differences
• Influence: Approaches work and fellow associates in a manner that portrays leadership, respect, trust, courtesy, empathy, and integrity

Position Specific Competencies

• Business Skills Application-Understands implications of decisions for the company; displays business and financial acumen with an orientation to profitability
• Communication Skills-Listens and gets clarification; clear and concise when speaking; writes clearly, informatively, and logically
• Customer Focus-Provides efficient and personalized service to customers without compromising company objectives and core values
• Judgment, Decision Quality, & Reasoning-Analyzes information skillfully and develops solutions; makes rational, sound, and timely decisions based on the facts and alternatives available

ESSENTIAL MENTAL & PHYSICAL REQUIRMENTS:

• Ability to lift/move/carry approximately 10 pounds.
• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions

DISCLAIMER

This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Whitney.

NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBLITIES TO THE JOB AT ANY TIME

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.