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Commercial Client Support Specialist

2 months ago


Jacksonville, Florida, United States First Horizon Full time

Position Overview

Location: Remote

Role Summary


The Client Specialist II plays a pivotal role in supporting both clients and sales personnel by executing moderately complex administrative tasks essential for office operations and document management.


KEY RESPONSIBILITIES

  • Deliver support for commercial lending activities to Relationship Managers.
  • Review and facilitate loan funding processes.
  • Manage and administer commercial loans, including recording new loans, establishing necessary documentation, processing payments, and maintaining accurate loan records.
  • Gather credit information and verify adequate loan collateral.
  • Calculate loan-related items such as interest and payment schedules.
  • Assist lending officers with tasks including fund disbursement and the initiation of new loans.
  • Respond to client inquiries regarding banking products, services, accounts, and policies; assist in opening new accounts; promote cross-selling opportunities; investigate and resolve account discrepancies.
  • Prepare loan documentation, notifications, and periodic reports on loan status.
  • Support Relationship Managers in maintaining their portfolios by addressing loan, collateral, and deposit exceptions, as well as managing overdue accounts.
  • Identify clients' operational requirements and recommend appropriate banking products and services.
  • Provide comprehensive assistance to clients regarding their banking relationships, including loans, deposits, and other services.
  • Authorize payments and fees for commercial client overdrafts.
  • Process withdrawals for commercial clients from lines of credit.
  • Communicate effectively with clients, attorneys, insurance providers, title companies, and other professionals.
  • Assist in the procurement of appraisals, flood determinations, and UCC filings, while being familiar with OFAC regulations.
  • Collaborate closely with Bankers, Underwriters, Loan Closers, and legal documentation teams to ensure successful loan closings under supervision.
  • Participate in training on loan documentation and funding processes, including the use of relevant software.
  • Work alongside Bankers and Treasury Management teams to ensure ongoing monitoring of loans and depository accounts.
  • Process wire transfer requests for clients.
  • Provide administrative support to other departments as needed.
  • Perform additional duties as assigned.

QUALIFICATIONS:

To excel in this role, candidates must demonstrate the ability to fulfill each essential duty effectively.

Required qualifications include:
  • A high school diploma or GED along with 2-4 years of relevant experience or a suitable combination of education and experience.

About First Horizon

First Horizon is a prominent regional financial services organization committed to empowering our clients, communities, and associates to achieve their fullest potential through expert guidance and financial resources. With significant assets under management, we serve our clients through a dedicated team of professionals across numerous banking centers in the southeastern United States.


Benefits Overview
  • Comprehensive medical, dental, and vision plans.
  • Health Savings Account with company contributions.
  • Maternity and parental leave policies.
  • Tuition reimbursement programs.
  • Mentorship opportunities.
  • 401(k) plan with competitive matching.

Diversity Commitment:

We are dedicated to fostering an equitable society, starting with our associates, clients, and the communities we serve. Our commitment to equity involves providing essential resources and striving for excellence in all our endeavors.


Equal Opportunity Statement:

We are an Equal Opportunity Employer and value diversity in our workforce. We do not discriminate against employees or applicants based on their inquiries regarding compensation or any other protected characteristics.