Cleveland, Tennessee, USA
3 days ago
Commercial Client Specialist
Location: On site at location listed in job posting   Summary

Provide assistance to the Commercial and Private Banking Relationship Managers.

Key Responsibilities Include

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

Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision

Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients

Open new accounts and ensure all required documentation is obtained from the client

Process wire requests for clients.

Assist other AAs and other departments with administrative support when needed

Performs all other duties as assigned

Qualifications Include

High school diploma or GED and 5+ years of experience or equivalent combination of education and experience Microsoft Office suite

About Us
First 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
• More -- FirstHorizon.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.

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