Senior Client Specialist-Commercial Lending jobs in United States
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First Horizon Bank · 21 hours ago

Senior Client Specialist-Commercial Lending

First Horizon Bank is a leading regional financial services company dedicated to helping clients unlock their full potential. The Senior Client Specialist-Commercial Lending supports clients and sales staff by performing complex clerical functions related to commercial lending, including loan processing, client inquiries, and collaboration with various professionals to ensure satisfactory loan closings.

BankingFinanceFinancial ServicesRisk Management

Responsibilities

Provide Commercial Lending Support to Commercial Relationship Managers
Review and Fund Loans
Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records
Obtains credit information and ensures sufficient loan collateral
Calculates loan items and charges such as interest and payments
Assists lending officers in activities such as disbursement of funds and extension of new loans
Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies
Prepares loan documents, notices, and periodic loan reports
Assist with maintaining Relationship Managers portfolios – clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
Be able to identify clients’ operational needs and bank products/services to meet these needs and establish proficiency
Provide assistance to the bank's clients 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, attorney’s, insurance companies, title companies, and various other professionals
Assist in ordering appraisals, flood determinations, UCC’s and familiar with OFAC
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
Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
Process wire requests for clients
Assist other AAs and other departments with administrative support when needed
Performs all other duties as assigned

Qualification

Commercial Lending SupportLoan ProcessingMicrosoft Office SuiteClient CommunicationLoan Documentation

Required

High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
Microsoft Office suite

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.

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