First Horizon
Client Specialist Senior
Job Category: Commercial Lending Location: On site at 601 Poydras Street, New Orleans, LA 70130, USA Summary: Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Responsibilities: Provide Lending Support to Private Client and Commercial Relationship Managers Review and Fund Loans 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 Requirements: High school diploma or GED and 3 - 5 years experience in a Client Specialist position 5+ years customer service experience in the banking industry Proficiency with MS Office Suite 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. 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 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.
Job Category: Commercial Lending Location: On site at 601 Poydras Street, New Orleans, LA 70130, USA Summary: Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Responsibilities: Provide Lending Support to Private Client and Commercial Relationship Managers Review and Fund Loans 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 Requirements: High school diploma or GED and 3 - 5 years experience in a Client Specialist position 5+ years customer service experience in the banking industry Proficiency with MS Office Suite 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. 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 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.