Senior Client Specialist

First-Horizon-Bank; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

First-Horizon-Bank is seeking a Client Specialist to support Commercial Lending activities and assist in processing loans and related documentation. The role centers on supporting Relationship Managers, reviewing loans, and ensuring smooth client service in bank operations.

The ideal candidate has extensive banking customer service experience and solid MS Office skills to manage documentation, reports, and client communications efficiently.

Qualifications

• HS diploma or GED required.
• 3–5 years experience as a Client Specialist.
• 5+ years customer service in banking.
• Proficiency with MS Office Suite.

Responsibilities

• Provide Commercial Lending Support to Relationship Managers.
• Review and fund loans.
• Assist with maintaining RM portfolios and handle exceptions.
• Identify clients' operational needs and relevant bank products.
• Support clients in loans, deposits, and other banking services.
• Authorize payments/fees for commercial overdrafts.

Skills

Customer service

MS Office Suite

Education

High school diploma or GED

Tools

MS Office

Job description

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