Senior Client Specialist

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

Benefits offered by this job

Medical benefits

Dental

Vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Job summary

First Horizon Bank in Orlando, FL is seeking a Clerical/Support professional to assist Commercial Relationship Managers with daily lending operations and client servicing. You will handle depository accounts, loan documentation, and coordinating with internal teams to ensure accurate processing and timely closings.

Responsibilities include data extraction, reporting, and leveraging Power BI/Excel to present insights to leadership.

Qualifications

• High school diploma or GED with 2–4 years of experience.
• Proficiency with MS Office Suite.

Responsibilities

• Provide Commercial Lending Support to Commercial Relationship Managers, acting as primary contact for clients’ operational needs.
• Maintain RM portfolios by clearing loan, collateral and deposit exceptions and addressing credit exceptions.
• Learn to identify clients’ operational needs and bank products/services to meet them.
• Open and maintain commercial depository accounts and related documentation per policy.
• Support clients in loans, deposits, Treasury Management and other bank services.
• Coordinate with other departments to respond to client needs.
• Process payments and fees of commercial overdrafts and draws on lines of credit.
• Complete routine servicing of depository accounts.
• Communicate with clients, attorneys, insurers, title companies, and other professionals for loan/deposit management.
• Assist in ordering appraisals and loan due diligence; work with risk/legal, processing, and underwriting teams.

Skills

Data extraction

Reporting

Power BI

Excel

Sales support

Client communication

Education

High school diploma or GED

Tools

MS Office Suite

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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