Senior Client Specialist

First-Horizon-Bank; Tampa (FL); On-site; USD 42,000 - 54,000; 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 Bank in Tampa seeks a Commercial Lending Support Associate to assist Relationship Managers, manage client documentation, and support loan and depository activities.

You will perform data extraction and reporting using Power BI, Excel, Salesforce, and related tools, presenting insights to leadership and supporting Treasury Management services.

Qualifications

• High school diploma or GED plus 2–4 years of experience or equivalent.
• Proficiency with MS Office Suite (Word, Excel, PowerPoint).
• Experience with data visualization and reporting tools is a plus.

Responsibilities

• Provide Commercial Lending support to Relationship Managers and serve as a primary client contact for operational needs.
• Maintain RM portfolios by clearing loan, collateral and credit exceptions and handling past dues.
• Identify clients’ operational needs and appropriate bank products/services.
• Open and maintain commercial depository accounts and related documentation per policy.
• Assist clients with loans, deposits, Treasury Management and other services.
• Coordinate responses to client needs with other bank departments as required.
• Process commercial client overdrafts payments and fees; handle draws and paydowns.
• Perform routine servicing of depository accounts and liaise with clients and professionals.
• Data extraction and reporting: generate regular reports and present findings to leaders.
• Gain familiarity with LaserPro and loan documentation under supervision; assist with due diligence.

Skills

Data extraction & reporting

Data visualization

Communication

Education

High school diploma or GED

Tools

Power BI

Excel

Salesforce

nCino

PowerPoint

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 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 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 atwww.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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