Senior Client Specialist

First Horizon Bank; Orlando (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical with wellness incentives, debt

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Orlando is seeking a detail-focused professional to support Commercial Relationship Managers with daily clerical tasks and loan/depository operations. You will assist in data extraction, reporting, and delivering insights to leadership.

You will coordinate with bankers, underwriters, and legal teams to close loans, manage accounts, and service client relationships, while leveraging Power BI, Excel, Salesforce, and LaserPro as part of your workflow.

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.
• 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

Data extraction

Data visualization

MS Office proficiency

Client coordination

Education

High school diploma or GED

Tools

Power BI

Excel

Salesforce

nCino

PowerPoint

LaserPro

Job description

Job Description

Location: On site at location listed in job posting

Summary

Supports Bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing. Provide assistance to Commercial Relationship Managers in the department.

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).

Requirements

• High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience
• Proficiency 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

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