Triage Processor jobs in United States
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First Horizon Bank · 1 month ago

Triage Processor

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Triage Processor role focuses on processing loan applications, providing underwriting support, and ensuring accurate documentation for the Centralized Lending Commercial team.

BankingFinanceFinancial ServicesRisk Management
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H1B Sponsor Likelynote

Responsibilities

Demonstrates an understanding of applicable credit products and requirements
Determine appropriate underwriting channel based on transaction size, collateral, and total to be approved
Triage loan applications for missing financial information based on requirements
Request and follow up with appropriate financial documents for new money and renewal requests
Determine the appropriate underwriting channel along with the required documentation and manage the collection of required documentation
Research imaged files to determine outstanding and required documentation required to underwrite loan
Identify missing guarantor and/or co-borrowers within submitted loan application
Screen loan applications for requests submitted in wrong channels
Ensure recognition of several different types of financial documentation. Evaluate submitted information for completeness and accuracy as needed
Verify borrower related debt and deposit information is correct and aligns with the origination
Be versed in the recognition of a complete financial statement and have the ability to determine if the information is usable to the underwriter
Image supporting documents into loan origination system while following accuracy standards
Upload financial data into the underwriting system
Ability to compose and track written communication to customer and line partners
Daily written and verbal communication with financial center personnel, management, and underwriters

Qualification

Credit underwriting supportLoan documentation knowledgeMicrosoft OfficeCommunication skillsCritical thinking

Required

Education: High School diploma or GED required
Prior experience in credit underwriting support, or role closely aligned with credit, loans and effectively supporting loan functions
Communication: Above average written and oral communication skills including the ability to compose emails and communicate via telephone conversations to internal customers that properly represent First Horizon Bank and communicate the intent of the current loan application
Ability to use critical thinking to complete job responsibilities
Ability to make decisions independently based on training and written procedures and processes
Technical knowledge: Basic knowledge of consumer and/or commercial loan documentation and products
Knowledge of internet research methods
Thorough knowledge of basic internet search engines
Good working knowledge of Microsoft Office, especially Microsoft Outlook is required

Preferred

Ideal candidate will have a degree (Associate or Bachelor) preferred
nCinco knowledge preferred but not required
HMDA (Home Mortgage Disclosure Act) knowledge preferred but not required

Benefits

Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match

Company

First Horizon Bank

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First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

H1B Sponsorship

First Horizon Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (31)
2023 (15)
2022 (17)
2021 (19)
2020 (16)

Funding

Current Stage
Late Stage

Leadership Team

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Hope Dmuchowski
Chief Financial Officer
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Ben Hopper
Senior Vice President, Head of Consumer Distribution and ATM Strategy
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Company data provided by crunchbase