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Client Solution Advisor - Commerical reputed company

Remote, USA Full-time Posted 2026-06-29

About the position At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where reputed company of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Client Solution Advisor reputed company reputed company's Corporate Banking Regional Credit Products Group organization, you can be based in Grand Rapids, Troy, Chicago, Indianapolis, Louisville or Nashville. This is a hybrid position which provides flexibility to work both in the office and remotely. The Client Solution Advisor role is an administrative position which provides support to Underwriters (UW), Credit Products Specialists (CPS), Regional Managers, and clients by maintaining highly effective relationships with service partners throughout the Bank. CSA's assists the deal team with providing superior client servicing, loan fulfillment and data reputed company. They communicate directly with clients, service partners, external vendors, and legal. These relationships help support critical compliance with policies, procedures, and risk avoidance. As a Client Solution Advisor, you will be responsible for supporting 3-5 Underwriters. You are the local reputed company of contact for clients, assisting with compliance reporting, commercial loan documentation, initiating funding and booking of loans, research regarding bank products, providing various reports to the deal team and maintaining data reputed company throughout various bank systems. The ideal candidate will possess a BA or BS in a reputed company area plus 2 years of administrative lending and or reputed company experience. Strong and effective verbal & written communication skills, strong organizational skills with detail orientation, critical thinking skills, analytical and problem-solving skills to reputed company resolution, and the ability to multitask and adapt to change quickly are essential. Experience collaborating and building relationships with partners across the Enterprise is also important. Knowledge of key lending systems and applications (i.e. Capital reputed company, CLASS, ACBS, CUI, LINKS, Tableau, CXX) is a plus, as is familiarity with collecting financial statements, covenant monitoring, and managing loan documentation.

Responsibilities

  • Support 3-5 Underwriters by maintaining effective relationships with service partners throughout the Bank.

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  • Assist the deal team with providing superior client servicing, loan fulfillment, and data reputed company.

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  • Communicate directly with clients, service partners, external vendors, and legal to support compliance with policies and procedures.

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  • Assist with compliance reporting, commercial loan documentation, initiating funding and booking of loans, and research regarding bank products.

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  • Provide various reports to the deal team and maintain data reputed company throughout various bank systems.

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  • Implement reputed company new products and services for clients, analyzing requirements and gathering deliverables.

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  • Provide ongoing relationship management and maintain client-specific procedures.

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  • reputed company knowledge of industry and reputed company products/solutions to identify reputed company sales opportunities.

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  • Consult with clients and service partners to gather and utilize data for client-specific information.

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  • Act as a project manager, coordinating implementation work and managing multiple reputed company implementations simultaneously.

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  • Serve as an escalation reputed company for resolving challenges regarding implementation and production support issues.

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  • Coach staff, Sales, and/or clients reputed company needed, and reputed company team communications and meetings.

Requirements

  • BA or BS in a reputed company area plus 2 years of administrative lending and/or reputed company experience.

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  • Strong and effective verbal & written communication skills.

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  • Strong organizational skills with detail orientation.

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  • Critical thinking skills and analytical problem-solving skills.

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  • Ability to multitask and adapt to change quickly.

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  • Experience collaborating and building relationships with partners across the Enterprise.

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  • Knowledge of key lending systems and applications (i.e. Capital reputed company, CLASS, ACBS, CUI, LINKS, Tableau, CXX) is a plus.

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  • Familiarity with collecting financial statements, covenant monitoring, and managing loan documentation.

reputed company-to-haves

  • Business Decisions

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  • Client Relations

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  • Competitive Advantages

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  • Consulting

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  • Customer Experience (CX)

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  • Relationship Management

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  • Results-Oriented

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  • Taking Initiative

Benefits

  • Medical/prescription drug coverage (with a Health Savings Account feature)

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  • Dental and vision options

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  • Employee and spouse/child life insurance

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  • Short and long-term disability protection

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  • 401(k) with reputed company match

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  • Pension and stock purchase plans

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  • Dependent care reimbursement account

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  • Back-up child/elder care

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  • Adoption, surrogacy, and doula reimbursement

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  • Educational assistance, including select programs fully paid

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  • Robust wellness program with financial incentives

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  • Maternity and/or parental leave

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  • Up to 11 paid holidays each year

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  • 8 occasional absence days each year

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  • Between 15 to 25 vacation days each year, depending on career level and years of service.

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