Account Manager Senior

Account Manager Senior

The Account Manager Senior is responsible for coordinating projects and processes relating to an array of banking commercial products. Working independently with limited supervision, this job manages projects and prospects associated with commercial operations and optimizes data input processes, quality control, client statement preparations and error identification. This job elevates reporting issues to managers and maintains the accuracy of the company's commercial loan management system.

Key Responsibilities and Duties

• Manages processing of commercial banking operations such as loans, letters of credit and banking guarantees.

• Reviews and approves data input from loan applications and related documentation into a commercial loan management system to ensure quality, accuracy and completeness of data entered.

• Prepares statements for clients and conducts reconciliation and investigation when needed.

• Reviews and provides information on existing loans to clients as requested.

• Oversees execution of best practices for resolving out-of-balance transactions.

• Identifies and escalates erroneous transactions and reports issues to management for issue resolution.

• Coaches and reviews work of lower-level colleagues to ensure high quality delivery of services and products.

Educational Requirements

• University (Degree) Preferred

Minimum Qualifications

• 3+ years of experience in commercial banking operations, loan servicing, or commercial account management, with responsibility for processing and maintaining commercial banking products.

• Experience reviewing and validating loan documentation and data entry, ensuring accuracy, completeness, and adherence to established procedures.

• Strong reconciliation, problem-solving, and transaction research skills, including identifying discrepancies, resolving issues, and escalating exceptions when necessary.

Preferred Qualifications

• 5+ years of commercial banking experience supporting products such as commercial loans, letters of credit, banking guarantees, or treasury management services.

• Experience mentoring, coaching, or reviewing the work of team members, along with advanced knowledge of commercial loan management systems and banking operations best practices.

Role Specific Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Posting end date: 11/9/2026

Job Seeker Notice

EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

Pay Range $67,800 - $91,700

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.