Client Specialist

3 weeks ago

Fort Worth, United States First Horizon Full time
Location:On site at location listed in job posting

Summary

Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.Provide assistance to the Commercial and Private Banking Relationship Managers. This position is based in Ft. Worth, Texas.

Responsibilities
  • Provide Commercial Lending Support to Commercial Relationship Managers
  • Review and Fund Loans
  • 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
  • Approveand 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

Requirements
  1. High school diploma or GED and 3-5 years of experience or equivalent combination of education and experience
  2. Proficiency with MS Office Suite

Note: As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.

About UsFirst Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. 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
•MoreFirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

Follow UsFacebook
X formerly Twitter
LinkedIn
Instagram
YouTube

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Client Specialist

    3 weeks ago

    Fort Worth, United States First Horizon National Corporation Full time

    Location: On site at location listed in job posting Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Provide assistance to the Commercial and Private Client Specialist, Relationship Manager, Specialist, Processing, Business Services, Client, Commercial

  • Bank Client Services Specialist

    2 days ago

    Fort Worth, United States First Command Financial Services Full time

    Bank Client Services Specialist var a 2 aconfig = a 2 aconfig || {}; a 2 aconfig.onclick = 1; First Command Bank. Fort Worth, TX - ID: NX 06 - Full-Time/ Regular. How will this role impact First Command? The Bank Client Services Specialist is respons Client Service, Specialist, Processing, Transaction, Customer Service, Business Services, Client

  • Client Support Specialist

    2 weeks ago

    Fort Worth, Texas, United States First Horizon Full time

    Job SummaryWe are seeking a highly skilled Client Specialist to join our team at First Horizon. As a Client Specialist, you will play a critical role in supporting our clients and sales staff by performing daily clerical functions to maintain the office and document processing.Key ResponsibilitiesProvide Commercial Lending Support to Commercial Relationship...

  • Client Care Specialist

    2 days ago

    Fort Worth, Texas, United States Serenity Healthcare, LLC Full time

    About the RoleWe are seeking a highly motivated and compassionate Client Care Specialist to join our team at Serenity Healthcare, LLC. As a Client Care Specialist, you will play a critical role in connecting patients with life-saving treatments and providing exceptional customer service.ResponsibilitiesConnect with patients via phone to provide support and...

  • Client Care Specialist

    1 week ago

    Fort Worth, Texas, United States Serenity Healthcare Full time

    Job Opportunity at Serenity HealthcareWe are seeking a highly motivated and compassionate Client Care Specialist to join our team at Serenity Healthcare. As a Client Care Specialist, you will play a vital role in connecting our patients with life-saving treatments and providing exceptional customer service.About the RoleThis is an entry-level position with...

  • Client Care Specialist

    1 week ago

    Fort Worth, Texas, United States Serenity Healthcare, LLC Full time

    About the RoleWe are seeking a highly motivated and compassionate Client Care Specialist to join our team at Serenity Healthcare, LLC. As a Client Care Specialist, you will play a critical role in connecting our patients with life-saving treatments and providing exceptional customer service.ResponsibilitiesConnect with patients via phone to provide support...

  • Client Care Specialist

    1 week ago

    Fort Worth, United States Serenity Healthcare Full time

    About the RoleWe are seeking a highly motivated and compassionate Client Care Specialist to join our team at Serenity Healthcare. As a Client Care Specialist, you will play a vital role in connecting patients with life-saving treatments and providing exceptional customer service.ResponsibilitiesConnect with patients via phone to provide information and...

  • Client Care Specialist

    7 days ago

    Fort Worth, United States Serenity Healthcare, LLC Full time

    PCC (Client Care Specialist)Customer Care - Fort Worth, TX - Full Time Learn how healthcare should be delivered - help people - build a career - no healthcare experience required. We are seeking a Client Care Specialist for our Fort Worth, TX office. Your primary responsibility will be taking inbound calls and connecting our patients to life-saving...

  • Senior Client Outreach Specialist

    3 weeks ago

    Fort Worth, Texas, United States Bank of America Full time

    Job Title: Senior Client Outreach SpecialistWe are seeking a highly skilled Senior Client Outreach Specialist to join our team at Bank of America. As a key member of our Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business, you will be responsible for building and maintaining strong relationships with our clients.Key...

  • Senior Client Outreach Specialist

    2 weeks ago

    Fort Worth, Texas, United States Bank of America Full time

    Job Title: Senior Client Outreach SpecialistWe are seeking a highly skilled Senior Client Outreach Specialist to join our team at Bank of America. As a key member of our Global Corporate and Investment Bank (GCIB) and Global Markets (GM) lines of business, you will be responsible for building and maintaining strong relationships with our clients.Key...

  • Client Support Specialist

    1 month ago

    Fort Worth, Texas, United States Ada Business Solutions Full time

    Are you interested in a vibrant position as a Client Support Specialist? This role is essential in our fast-paced environment, where you will contribute to community engagement initiatives while representing our clients with integrity and professionalism.This entry-level opportunity is perfect for individuals eager to learn and committed to success. We offer...

  • Client Care Specialist

    2 weeks ago

    Fort Worth, United States Serenity Healthcare Full time

    PCC (Client Care Specialist)If the following job requirements and experience match your skills, please ensure you apply promptly.Customer Care – Fort Worth, TX – Full TimeLearn how healthcare should be delivered – help people – build a career – no healthcare experience required. We are seeking a Client Care Specialist for our Fort Worth, TX office....

  • Client Care Specialist

    2 weeks ago

    Fort Worth, United States Serenity Healthcare, LLC Full time

    PCC (Client Care Specialist) Customer Care - Fort Worth, TX - Full Time Learn how healthcare should be delivered - help people - build a career - no healthcare experience required. We are seeking a Client Care Specialist for our Fort Worth, TX office. Your primary responsibility will be taking inbound calls and connecting our patients to life-saving...

  • Client Liaison

    3 weeks ago

    Fort Worth, Texas, United States First Horizon National Corporation Full time

    Job SummarySupports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.Key ResponsibilitiesProvide assistance to the Commercial and Private Client Specialist, Relationship Manager, Specialist, Processing, Business Services, Client, CommercialSupports the clients and sales staff...

  • Bank Client Service Specialist Team Lead

    3 days ago

    Fort Worth, United States First Command Financial Services Full time

    Bank Client Service Specialist Team Lead var a 2 aconfig = a 2 aconfig || {}; a 2 aconfig.onclick = 1; First Command Bank. Fort Worth, TX - ID: NX 07 - Full-Time/ Regular. How will this role impact First Command Reporting to the VP/ Manager of Operat Client Service, Team Lead, Specialist, Customer Service, Lead, Client, Business Services

  • Client Specialist

    7 days ago

    Fort Worth, United States First Horizon Bank Full time

    Location:  On site at location listed in job posting Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.  Provide assistance to the Commercial and Private Banking Relationship Managers. This position is based in Ft. Worth, Texas.  Responsibilities Provide...

  • Client Specialist

    1 week ago

    Fort Worth, United States First Horizon Bank Full time

    Location:  On site at location listed in job posting Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.  Provide assistance to the Commercial and Private Banking Relationship Managers. This position is based in Ft. Worth, Texas.  Responsibilities Provide...

  • Client Specialist

    7 days ago

    Fort Worth, United States First Horizon Bank Full time

    Location:  On site at location listed in job posting Summary Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.  Provide assistance to the Commercial and Private Banking Relationship Managers. This position is based in Ft. Worth, Texas.  Responsibilities Provide...

  • Bank Client Service Team Lead

    8 hours ago

    Fort Worth, Texas, United States First Command Financial Services Full time

    Client Service Team LeadFirst Command Financial Services is seeking a highly skilled Client Service Team Lead to join our team in Fort Worth, TX. As a key member of our Client Service team, you will be responsible for leading a team of Client Service Specialists and providing exceptional customer service to our clients.Key Responsibilities:Lead a team of...

  • Travel Nurse RN Specialist

    4 weeks ago

    Fort Worth, Texas, United States HealthEcareers - Client Full time

    Job DetailsHealthEcareers - Client is seeking a skilled travel nurse RN for a CVICU position in Fort Worth, Texas.Key ResponsibilitiesProvide high-quality patient care in the CVICU settingCollaborate with the healthcare team to ensure seamless patient careParticipate in ongoing education and training to stay up-to-date with the latest medical...