Senior Client Specialist

First Horizon Corp.; Atlanta, Northern (GA, KY); On-site; USD 45,000 - 65,000; Full time

Job summary

First Horizon Corp. is seeking an on-site Client Specialist to support Commercial Relationship Managers by handling loan review, funding, and portfolio maintenance. You will coordinate with bankers, underwriters, and legal teams to ensure accurate loan closings and proper documentation.

The role requires 5+ years in banking customer service and a high school diploma or GED, with proficiency in MS Office and strong communication with clients and professionals.

Qualifications

• 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.

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.
• Identify clients’ operational needs and bank products/services to meet these needs.
• Assist clients in all areas of their relationship with the bank, including loans, deposits, and other services.
• Authorize payment and fees of commercial client overdrafts.
• Approve and process commercial client withdrawals on lines of credit.
• Communicate with clients, attorneys, insurers, title companies, and other professionals.
• Assist in ordering appraisals, flood determinations, UCCs; familiar with OFAC.
• Work with Bankers, Underwriters, Loan Closers, processing and legal documentation to close loans.
• Train on loan documentation/funding, LaserPro, and attorney-prepared documents.

Skills

Customer service

Banking operations

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