Client Specialist - Community Private Client

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.  Provide assistance to the Commercial and Private Banking Relationship Managers. 

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).

Requirements

• High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience


• Proficiency with MS 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. 

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

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