Client Specialist

First Horizon Corp.Germantown, MD

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

Location: On site at location listed in job posting

Summary

This position is within the Mortgage Warehouse Lending (MWL) Division. Under minimal supervision, candidate will interact with MWL clients to service deposit accounts. The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.

Essential Duties and Responsibilities

Review and Fund Loans
Processes 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.
Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
Authorize payment and fees of commercial client overdrafts
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

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

High school diploma or GED and 2-4 years of experience or equivalent combination of education and experience

About Us

First 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-Benefits

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FAQs About Client Specialist Jobs at First Horizon Corp.

What is the work location for this position at First Horizon Corp.?

This job at First Horizon Corp. is located in Germantown, MD, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at First Horizon Corp.?

Employer has not shared pay details for this role.

What employment applies to this position at First Horizon Corp.?

First Horizon Corp. lists this role as a Full-time position.

What experience level is required for this role at First Horizon Corp.?

First Horizon Corp. is looking for a candidate with "Senior-level" experience level.

What benefits are offered by First Horizon Corp. for this role?

First Horizon Corp. offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Parental and Family Leave, Career Development, 401k Matching/Retirement Savings, Tuition/Education Assistance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at First Horizon Corp.?

You can apply for this role at First Horizon Corp. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.