Client Specialist
Role Overview
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 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
Full 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 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 2-4 years of experience or equivalent combination of education and experience
About First Horizon Bank
Tennessee commercial bank serving consumers, businesses, institutions, and wealth-management clients across the southern United States.
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