Client Specialist - Commercial Banking & Lending Support

First-Horizon-Bank; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental

Vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Orlando, FL is seeking a Clerical/Support professional to assist Commercial Relationship Managers with daily lending operations and client servicing. You will handle depository accounts, loan documentation, and coordinating with internal teams to ensure accurate processing and timely closings.

Responsibilities include data extraction, reporting, and leveraging Power BI/Excel to present insights to leadership.

Qualifications

• High school diploma or GED with 2–4 years of experience.
• Proficiency with MS Office Suite.

Responsibilities

• Provide Commercial Lending Support to Commercial Relationship Managers, acting as primary contact for clients’ operational needs.
• Maintain RM portfolios by clearing loan, collateral and deposit exceptions and addressing credit exceptions.
• Learn to identify clients’ operational needs and bank products/services to meet them.
• Open and maintain commercial depository accounts and related documentation per policy.
• Support clients in loans, deposits, Treasury Management and other bank services.
• Coordinate with other departments to respond to client needs.
• Process payments and fees of commercial overdrafts and draws on lines of credit.
• Complete routine servicing of depository accounts.
• Communicate with clients, attorneys, insurers, title companies, and other professionals for loan/deposit management.
• Assist in ordering appraisals and loan due diligence; work with risk/legal, processing, and underwriting teams.

Skills

Data extraction

Reporting

Power BI

Excel

Sales support

Client communication

Education

High school diploma or GED

Tools

MS Office Suite

Job description

First Horizon Bank in Orlando, FL is seeking a Clerical/Support professional to assist Commercial Relationship Managers with daily lending operations and client servicing. You will handle depository accounts, loan documentation, and coordinating with internal teams to ensure accurate processing and timely closings.

Responsibilities include data extraction, reporting, and leveraging Power BI/Excel to present insights to leadership.