Client Specialist - Community Private Client

First Horizon•Murfreesboro, TN

19h•Onsite

About The Position

Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Provide assistance to the Commercial and Private Banking Relationship Managers.

Requirements

High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience
Proficiency with MS Office Suite

Responsibilities

Provide Commercial Lending Support to 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
Data extraction and reporting: Extract, clean, and transform data from various sources, ensuring data accuracy and integrity.
Generate regular reports, presenting data findings to leaders in a clear and concise manner.
Experience with data visualization tools and systems (e.g., Tableau, Power BI, Excel, Salesforce, NCino, and PowerPoint).