Senior Commercial Lending & Client Services Specialist

First Horizon Bank; Orlando (FL); Sur place; USD 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

401(k) with 6% match

Résumé du poste

First Horizon Bank is seeking a detail-oriented support professional to assist Commercial Relationship Managers with operational tasks and loan processing in a full-time role based in Orlando. The position emphasizes data extraction, reporting, and collaboration across loan servicing, treasury management, and related bank services.

You will develop proficiency in loan documentation, LaserPro, and related processes, while coordinating with underwriters and closing teams to ensure timely closings

Qualifications

• High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience.
• Proficiency with MS Office Suite.

Responsabilités

• 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).

Connaissances

Data extraction

Data reporting

Power BI

Excel

Salesforce

nCino

PowerPoint

Formation

High School Diploma or GED

Outils

MS Office Suite

Description du poste

First Horizon Bank is seeking a detail-oriented support professional to assist Commercial Relationship Managers with operational tasks and loan processing in a full-time role based in Orlando. The position emphasizes data extraction, reporting, and collaboration across loan servicing, treasury management, and related bank services.

You will develop proficiency in loan documentation, LaserPro, and related processes, while coordinating with underwriters and closing teams to ensure timely closings