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Client Specialist - Preston Rd, Texas job in Plano at First Horizon Corp.

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Client Specialist - Preston Rd, Texas at First Horizon Corp.

Client Specialist - Preston Rd, Texas

First Horizon Corp. Plano, TX Full-Time
FIRST HORIZON BANK. Proven. Focused. Better Together.

As a Client Specialist, you'll provide administrative and commercial lending support to Commercial and Private Banking Relationship Managers and other Bankers within their assigned area.

Essential Duties & Responsibilities:

* Provide general administrative support to Bankers
* Review and Fund Loans - LaserPro and basic understanding of attorney prepared documents
* Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
* Provide assistance to the bank's clients in all areas of the client relationship with the bank, including loans, deposits, and other bank services
* Authorize payment and fees of client overdrafts with approval from banker
* Process client's withdrawals on lines of credit
* Communicate with clients, attorney's, insurance companies, title companies, and various other professionals
* Assist in ordering appraisals and environmental reports
* Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients
* Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients
* Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
* Process wire requests for clients.
* Be proficient in all aspects of the role
* Performs all other duties as assigned

Supervisory Responsibilities:

* No supervisory responsibilities


* High school diploma or general education degree (GED) and preferred three years experience in Banking and/or Commercial Lending Assistant roles, or at least three years loan Operations experience. Excellent interpersonal and communication skills, a solid working knowledge of banking and good judgment skills are also required. The incumbent will be Familiar with Laser Pro and Attorney prepared documents, and with both domestic and international wire transfers.

Working knowledge of Microsoft Applications, i.e., Email software (ex. MS Outlook), Word processing software (ex. MS Word), Spreadsheet software (ex. MS Excel), Internet browsing software (ex. MS Explorer), and 10-key calculator and Facsimile machine.

Recommended Skills

  • Administration
  • Banking Services
  • Cash Management
  • Communication
  • Fax
  • General Administrative Support
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Job ID: 2279780936

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