Client Specialist

First Horizon - Atlanta, GA

Full-time - Entry Level

Atlanta, GA

Credit Intermediation and Related Activities

About the position

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.

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
• Approve and 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

• High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience
• Proficiency with MS Office Suite

Benefits

• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match