The Credit Client Service Administrator is responsible for supporting the Corporate Lending division of Capital Partners, including the management of client accounts with respect to money movements, lending activity and online access. To be successful, you will need excellent organizational and communication skills and a high attention to detail.
Responsibilities include:Account Management
- Oversee all aspects of account management with respect to Corporate Lending clients, including but not limited to incoming and outgoing cash movements, lending activity, KYC requirements, and account documentation.
- Monitor receipt of incoming cash for loan payments, and approve outgoing wire transfers as needed, ensuring that accounts are fully covered at all times.
- Act as a liaison between Corporate Lending clients and the Loan Services and Letter of Credit teams, with respect to loan, letter of credit and wire activity.
- Troubleshoot client issues and inquiries and escalate to the Relationship teams and upper management when necessary.
- Review all client accounts daily to ensure none are in overdraft status.
- Review all monthly account analysis invoices to ensure accuracy.
- Handle clients security access requests to proprietary systems.
- Assist in preparation of new account documentation, and set up of cash accounts for new customers.
Business and Professional Leadership
- Foster a positive atmosphere within the office and with clients.
- Support and participate in the implementation of banking changes to support the goals and objectives of the business.
- Assume the role of business owner when addressing problems and making decisions.
We are looking for:- Bachelor's degree or 3-5 years of relevant business experience in the banking / financial services industry.
- Data entry experience.
- Strong knowledge of Microsoft Word and Excel.
- Knowledge of internal BBH systems a plus.
- Must be articulate and have the ability to conduct oneself in a professional manner.
- Excellent problem solving skills.
- Must be able to work both independently and in a team environment.
- Excellent verbal, mathematical, and business writing skills.
Salary RangeNY: $75,000 - $90,000 base salary + annual bonus target
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
