Corporate Client Specialist Sr
Part-time
First Horizon Bank
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.
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
Requirements
- High school diploma or GED and 3 - 5 years experience in a Client Specialist position
- 5+ years customer service experience in the banking industry
- Proficiency with MS Office Suite
Vacancy posted 22 days ago
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