Client Specialist II

Client Specialist II

Key role in supporting the Virtual Business Banking clients and sales team. Serve as primary contact for office and general banking needs performing office administration responsibilities and moderate complex daily clerical functions to maintain office operations, and flow of communication.

Key Responsibilities Include :

• Provides Business Banking Lending Support to Relationship Managers and Business Banking Manager
• Reviews and Funds Loans
• Processes and administers business 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.
• Assists with maintaining Relationship Managers portfolios clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
• Ability to identify clients' operational needs and bank products / services to meet these needs and establish proficiency.
• Provides 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 processes business client's withdrawals on lines of credit
• Communicates with clients, attorney's, insurance companies, title companies, and various other professionals
• Assists in ordering appraisals, flood determinations, UCC's and familiar with OFAC
• Works closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
• Trains on loan documentation / funding, LaserPro, and basic understanding of attorney prepared documents
• Works closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
• Works closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository / Treasury Management accounts / services to clients
• Processes wire requests for clients.
• Assists other Administrative Assistants / Client Specialists and other departments with administrative support when needed
• Performs all other duties as assigned

Qualifications Include :

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.

Benefit Highlights :

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.