Senior Client Specialist

First Horizon Bank • Dallas, TX • 2h ago

Description

Location: Onsite at the location listed in the 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 Lending Support to 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 deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to 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:

High school diploma or GED and 5+ years of experience or equivalent combination of education and experience

COMPUTER AND OFFICE EQUIPMENT SKILLS

Microsoft 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. 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 (https://urldefense.com/v3/\_https:/www.firsthorizon.com/\\;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\kmPxl66_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .

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

Facebook (https://www.facebook.com/FirstHorizonBank)

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LinkedIn (http://www.linkedin.com/company/first-horizon-bank)

Instagram

YouTube (https://www.youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q)

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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

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