Commercial Client Support Specialist
On-site · Indianapolis, Indiana, United States
Job Summary
The Commercial Client Support Specialist at First Merchants Bank is responsible for supporting the Commercial Banking team through the processing of commercial loan requests, providing high-impact customer service, mitigating operational and reputational risks, and ensuring compliance with regulatory standards. Key responsibilities include delivering exceptional customer service, managing transaction support and account servicing, identifying portfolio needs, and participating in special projects. Success in this role requires a high school diploma, at least three years of relevant experience, proficiency in Microsoft Office, and the ability to obtain a Notary Public designation.
Required Qualifications
- High school diploma or equivalent (GED).
- Minimum of three (3) years administration, banking or financial services experience, three (3) years education in a related field, or a combination thereof.
- Demonstrated experience with Microsoft Office (Word, Excel, Outlook, Teams).
- Ability to obtain Notary Public Designation within 6 months.
Desired Qualifications
- Prior experience supporting commercial lending, document preparation, or loan servicing is highly desirable.
- Familiarity with banking terminology.
- Basic understanding of banking regulations and compliance-related areas such as KYC, OFAC and CIP.
- Strong analytical and organizational skills, attention to detail, and time management.
- Effective verbal and written communication skills.
- Ability to work independently while maintaining collaborative relationships with internal departments.
- Ability to multi-task in an independent work environment.
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