Client Specialist Senior

Greensboro, NC
Full-Time

Job Description

Location:  On site at location listed in job posting

Summary

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

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 loan reports.
    • 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
    • Process wire requests for clients.
    • Assist other AAs and other departments with administrative support when needed
    • Performs all other duties as assigned

        Requirements

        • 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:

          1. High school diploma or GED and 5+ 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

        Follow Us
        Facebook
        X formerly Twitter
        LinkedIn
        Instagram
        YouTube

        Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
        This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a0947c56-4835-41a9-b338-45a27e0ecebd

        Location:  On site at location listed in job posting

        Summary

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

        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 loan reports.
          • 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
          • Process wire requests for clients.
          • Assist other AAs and other departments with administrative support when needed
          • Performs all other duties as assigned

              Requirements

              • 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:

                1. High school diploma or GED and 5+ 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

              Follow Us
              Facebook
              X formerly Twitter
              LinkedIn
              Instagram
              YouTube

              Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
              This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.PDN-a0947c56-4835-41a9-b338-45a27e0ecebd

              About First Horizon National Corporation

              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.

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              Apply For This Job
              Client Specialist Senior
              First Horizon National Corporation
              Greensboro, NC
              Dec 13, 2025
              Full-time
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