Client Specialist

First Horizon Bank • Nashville, TN

8d • Onsite

About The Position

Provide assistance to the Commercial and Private Banking Relationship Managers. This role involves supporting commercial lending, managing client portfolios, identifying client needs, and facilitating various banking services. The Client Specialist will also authorize payments, process withdrawals, communicate with external professionals, and assist with loan documentation and account monitoring.

Requirements

• High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
• Microsoft 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
• 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
• Open new accounts and ensure all required documentation is obtained from the client
• Process wire requests for clients.
• Assist other AAs and other departments with administrative support when needed
• Performs all other duties as assigned

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED