Commercial Loan Administrator

• Client Relationship Management:

• Serve as the main point of contact for a portfolio of clients, building and nurturing strong, trust-based relationships.
• Proactively engage with clients to understand their ongoing needs, anticipate potential issues, and identify opportunities to enhance their experience.
• Act as a client advocate within Bevel Financial, ensuring client needs and feedback are effectively communicated to relevant internal teams (e.g., Credit, Operations, Sales).
• Loan Closing & Finalization:

• Guide clients through the loan closing process, ensuring a smooth and efficient transaction completion.
• Calculate and verify all closing fees, down payment amounts, total financed amounts, and other financial components.
• Educate clients on final loan terms, disbursement procedures, and post-closing requirements and resources.
• Operational Support & Issue Resolution:

• Address client inquiries and resolve issues promptly and professionally, ranging from account questions and payment schedules to technical support and general concerns.
• Collaborate with internal departments (e.g., Operations, Accounting, Legal) to facilitate accurate and timely resolution of client requests and operational matters.
• Monitor client accounts for activity, discrepancies, or potential issues, taking proactive steps to address them.
• Communication & Reporting:

• Maintain accurate and detailed records of client interactions and communications in the CRM system.
• Provide regular updates to clients regarding their accounts, product changes, or relevant market information.
• Generate client-specific reports or statements as needed.
• Process Improvement:

• Identify opportunities to enhance the client experience and improve internal client care processes.
• Contribute to the development and implementation of best practices for client communication and service delivery.

• Bachelor's degree in Business Administration, Finance, Communications, or a related field.
• 3+ years of experience in a client-facing role within financial services, banking, lending, or a similar B2B service industry.
• Demonstrated ability to build and maintain strong client relationships.
• Exceptional verbal and written communication skills, with the ability to convey complex information clearly and empathetically.
• Strong problem-solving abilities and a proactive, solution-oriented mindset.
• Excellent organizational skills with a keen attention to detail.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.
• Ability to manage multiple priorities in a fast-paced, dynamic environment.
• A high degree of professionalism, integrity, and discretion.

• Knowledge of lending products, commercial finance, or small business financing.
• Experience with process improvement methodologies.

Bevel Financial