Commercial Lending & Client Support Specialist

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

Benefits offered by this job

Medical + dental

HSA with match

Maternity leave

Tuition reimbursement

401(k) match

Mentor program

Job summary

First Horizon Bank is seeking a professional to support Commercial Relationship Managers with clerical and operational tasks at our Tampa site. You will assist with loan and deposit processes, account maintenance, and client communications, acting as a primary contact for routine needs.

The role emphasizes data extraction and reporting, with exposure to Power BI, Excel, Salesforce, nCino, and PowerPoint, helping leaders make data-driven decisions while ensuring policy compliance.

Qualifications

• 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, often serving as a primary point of contact for clients' operational needs
• Assist with maintaining Relationship Managers' portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
• Learn to identify clients' operational needs and bank products/services to meet these needs
• Open and maintain commercial depository accounts and related documentation in accordance with policy, including Beneficial Ownership, OFAC and other requirements
• Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, Treasury Management, and other bank services
• Research and coordinate responses to client needs, with other departments within the bank, as needed
• Process payment and fees of commercial client overdrafts
• Process commercial client draws and paydowns on lines of credit
• Complete routine servicing of depository accounts
• Communicate with clients, attorneys, insurance companies, title companies, and various other professionals to assist with loan and deposit account management
• Assist in ordering appraisals and other loan due diligence as needed
• 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., Power BI, Excel, Salesforce, nCino, and PowerPoint).

Skills

Power BI

Excel

PowerPoint

Salesforce

nCino

Data extraction

MS Office

Education

High school diploma or GED

Tools

LaserPro

Job description

First Horizon Bank is seeking a professional to support Commercial Relationship Managers with clerical and operational tasks at our Tampa site. You will assist with loan and deposit processes, account maintenance, and client communications, acting as a primary contact for routine needs.

The role emphasizes data extraction and reporting, with exposure to Power BI, Excel, Salesforce, nCino, and PowerPoint, helping leaders make data-driven decisions while ensuring policy compliance.