Client Specialist

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.

Essential Duties and 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 banks 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 clients withdrawals on lines of credit
• Communicate with clients attorneys insurance companies title companies and various other professionals
• Assist in ordering appraisals flood determinations UCCs 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 Managementand 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

Qualifications

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:

1. High school diploma or GED and 2-4 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 nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at.

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
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Required Experience:

IC