Job summary
Job post source
This job is directly from Amerant Bank
Job overview
The Client Specialist III at Amerant Bank supports Relationship Managers and Portfolio Officers by managing administrative tasks and servicing commercial loan portfolios to enhance customer experience.
Responsibilities and impact
The role involves facilitating loan processing, resolving customer inquiries, preparing account maintenance, assisting with customer onboarding, managing loan documentation, opening and maintaining accounts, handling correspondence, monitoring overdrafts, confirming wires, preparing compliance packages, organizing entity documentation, reviewing loan documentation, and processing vendor invoices.
Experience and skills
Requires a Bachelor's degree or pursuing one, 3+ years as a Lending Administrative Assistant, knowledge of banking regulations, loan documentation, basic financial statement analysis, and proficiency in Microsoft Office 365 including Word, Visio, Excel, Teams, and PowerPoint.
Company overview
Amerant Bank is a prominent community bank that provides a wide range of financial services including personal and business banking, wealth management, and mortgage solutions. The bank generates revenue through interest on loans, fees for services, and investment income. Founded in 1979, Amerant has a strong presence in Florida and Texas, and it emphasizes personalized customer service and community involvement. Notably, the bank rebranded from Mercantil Bank to Amerant in 2018 to better reflect its evolving identity and commitment to growth.
How to land this job
Position your resume to emphasize your experience supporting Relationship Managers and Portfolio Officers, highlighting your skills in loan processing, account maintenance, and customer service to align with Amerant Bank’s Client Specialist III role.
Focus on showcasing your proficiency with banking regulations, loan documentation, and financial statement analysis, along with your expertise in Microsoft Office 365 tools like Excel and Teams, as these are critical for the job.
Apply through multiple platforms including Amerant Bank’s corporate careers page, LinkedIn, and other job boards to maximize your application visibility and chances of being noticed.
Connect with current employees working in Amerant Bank’s commercial lending or client services divisions on LinkedIn; use ice breakers such as commenting on recent bank initiatives, asking about team culture, or inquiring about the onboarding process for new hires.
Optimize your resume for ATS by incorporating keywords from the job description such as ‘loan processing,’ ‘account maintenance,’ ‘customer service,’ ‘banking regulations,’ and ‘financial statement analysis’ to ensure your resume passes automated screenings.
Leverage Jennie Johnson’s Power Apply feature to automate tailored resume submissions, identify multiple application channels, and facilitate LinkedIn networking, allowing you to focus more on interview preparation and skill enhancement.
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