Client Specialist Energy Lending

3 hours ago


Houston, United States First Horizon Full time

Location: Onsite at location listed in posting. SummarySupports energy lending clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.Essential Duties and ResponsibilitiesProvide Commercial Lending Support to Commercial Relationship ManagersReview and Fund LoansProcesses 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 duesBe 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 servicesAuthorize payment and fees of commercial client overdraftsApprove and process commercial client's withdrawals on lines of creditCommunicate with clients, attorney's, insurance companies, title companies, and various other professionalsAssist in ordering appraisals, flood determinations, UCC's and familiar with OFACWork closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervisionTrain on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documentsWork closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervisionWork closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clientsProcess wire requests for clients.Assist other AAs and other departments with administrative support when neededPerforms all other duties as assignedAbout UsFirst 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. More information is available at www.FirstHorizon.com.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• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsFollow UsFacebookX formerly TwitterLinkedInInstagramYouTubeEqual Opportunity Employer/Protected Veterans/Individuals with Disabilities



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