Senior Commercial Lending & Client Relationship Specialist

The National Urban League, Inc.; Atlanta (GA); Híbrido; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical with wellness incentives, with

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Descripción de la vacante

First Horizon Corporation is seeking a Client Specialist to support Commercial Lending activities. The role involves assisting Relationship Managers, reviewing and funding loans, coordinating with banking teams to ensure smooth closings, and maintaining meticulous records for compliance.

The candidate will handle loan documentation, fees, withdrawals, and client inquiries, utilizing MS Office and banking systems.

Formación

• Minimum 3-5 years experience in a Client Specialist position.
• 5+ years customer service experience in the banking industry.
• Proficiency with MS Office Suite.

Responsabilidades

• Provide Commercial Lending Support to Commercial Relationship Managers.
• Review and Fund Loans.
• Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues.
• Identify clients’ operational needs and bank products/services to meet these needs.
• Assist in all areas of the clients’ relationship with the bank, including loans, deposits, and other bank services.
• Authorize payment and fees of commercial client overdrafts.
• Approve and process commercial client’s withdrawals on lines of credit.
• Communicate with clients, attorneys, insurance companies, title companies, and other professionals.
• Assist in ordering appraisals, flood determinations, UCCs and familiar with OFAC.
• Work 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

Conocimientos

Customer service

Attention to detail

Educación

High school diploma or GED

Herramientas

MS Office Suite

Descripción del empleo

First Horizon Corporation is seeking a Client Specialist to support Commercial Lending activities. The role involves assisting Relationship Managers, reviewing and funding loans, coordinating with banking teams to ensure smooth closings, and maintaining meticulous records for compliance.

The candidate will handle loan documentation, fees, withdrawals, and client inquiries, utilizing MS Office and banking systems.