Senior Client Specialist

Confidential; Orlando (FL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Corporation is seeking a Commercial Lending Support specialist onsite in Orlando to assist Commercial Relationship Managers, manage loan and deposit documentation, and coordinate with loan operations and clients.

You will extract and transform data, generate regular reports, and use Power BI, Excel, Salesforce, and other tools to support client needs and drive efficient processing.

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, 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.
• Process payment and fees of commercial client overdrafts and draws on lines of credit.
• Coordinate with Bankers, Underwriters, Loan Closers, and legal to ensure satisfactory closings.
• Data extraction and reporting: extract, clean, and transform data; generate regular reports for leadership.
• Experience with data visualization tools and systems (Power BI, Excel, Salesforce, nCino, PowerPoint).

Skills

Data extraction

Reporting

Client communication

Power BI

Education

High school diploma or GED

Tools

Power BI

Excel

Salesforce

nCino

PowerPoint

MS Office Suite

Job description

Location

On site at location listed in job postingSummarySupports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing.

Responsibilities

Provide Commercial Lending Support to Commercial Relationship Managers, often serving as a primary point of contact for clients’ operational needsAssist with maintaining Relationship Managers’ portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past duesLearn to identify clients’ operational needs and bank products/services to meet these needsOpen and maintain commercial depository accounts and related documentation in accordance with policy, including Beneficial Ownership, OFAC and other requirementsProvide assistance to the bank's clients in all areas of the clients’ relationship with the bank, including loans, deposits, Treasury Management, and other bank servicesResearch and coordinate responses to client needs, with other departments within the bank, as neededProcess payment and fees of commercial client overdraftsProcess commercial client draws and paydowns on lines of creditComplete routine servicing of depository accountsCommunicate with clients, attorneys, insurance companies, title companies, and various other professionals to assist with loan and deposit account managementAssist in ordering appraisals and other loan due diligence as neededWork 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 documentsData 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).

Requirements

High school diploma or GED and 2-4 years of experience or equivalent combination of education and experienceProficiency with MS Office Suite

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com .

Benefit Highlights

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits