Senior Client Specialist

First Horizon Bank

Tampa (FL)

On-site

USD 42,000 - 62,000

Full time

10 days ago

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Benefits offered by this job

Medical with wellness incentives

HSA with company match

Tuition reimbursement

401(k) with match

Job summary

First Horizon Bank is seeking a skilled lender support associate to assist Commercial Relationship Managers with client operations and loan processing. You will manage depository accounts, coordinate with departments, and ensure accurate documentation for loans and deposits.

The role emphasizes data extraction, reporting, and the use of Power BI, Excel, Salesforce, and related systems to deliver clear insights for leadership.

Qualifications

High school diploma or GED with 2–4 years of relevant experience.
Proficiency with MS Office Suite and data tools for reporting.

Responsibilities

Provide Commercial Lending Support to Commercial Relationship Managers and serve as a primary point of contact for clients’ operational needs.
Assist with maintaining Relationship Managers’ portfolios and clear loan, collateral and deposit exceptions.
Open and maintain commercial depository accounts in accordance with policy, including OFAC and other requirements.
Coordinate responses to client needs with other bank departments and coordinate loan documentation and funding.

Skills

Data extraction

Communication

MS Office proficiency

Education

High school diploma or GED

Tools

MS Office Suite

Power BI

Salesforce

nCino

LaserPro

Excel

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