First Horizon Bank
Client Specialist Senior
First Horizon Bank, Winston Salem, North Carolina, United States, 27104
Location:
On site at location listed in job posting
Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.
Responsibilities
Provide Commercial Lending Support to Commercial Relationship Managers
Review and Fund Loans
Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records.
Obtains credit information and ensures sufficient loan collateral.
Calculates loan items and charges such as interest and payments.
Assists lending officers in activities such as disbursement of funds and extension of new loans.
Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies.
Prepares loan documents, notices, and periodic loan reports.
Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency.
Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of commercial client overdrafts
Approve and process commercial client’s withdrawals on lines of credit
Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management,and depositoperations to ensure satisfactory on-going monitoring ofdepository/Treasury Management accounts/servicesto clients
Process wire requests for clients.
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
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LinkedIn
Instagram
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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On site at location listed in job posting
Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.
Responsibilities
Provide Commercial Lending Support to Commercial Relationship Managers
Review and Fund Loans
Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records.
Obtains credit information and ensures sufficient loan collateral.
Calculates loan items and charges such as interest and payments.
Assists lending officers in activities such as disbursement of funds and extension of new loans.
Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies.
Prepares loan documents, notices, and periodic loan reports.
Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency.
Provide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services
Authorize payment and fees of commercial client overdrafts
Approve and process commercial client’s withdrawals on lines of credit
Communicate with clients, attorney’s, insurance companies, title companies, and various other professionals
Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management,and depositoperations to ensure satisfactory on-going monitoring ofdepository/Treasury Management accounts/servicesto clients
Process wire requests for clients.
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com.
Benefit Highlights
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr