Commercial Client Specialist

Commercial Lending Support Specialist

Supports bank clients and sales staff by performing moderately complex daily clerical functions, to maintain the office and document processing. Provide assistance to Commercial Relationship Managers in the department.

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).

Requirements

High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience

Proficiency with MS Office Suite

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. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.

Benefit Highlights

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

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.