Client Specialist

First Horizon Bank

📍 Birmingham, Alabama, United States

Full Time Information and Record Clerks

Job Description

Summary

Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.


Essential Duties and Responsibilities

  • Provide Commercial Lending Support to Commercial Relationship Managers

  • 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 l...
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