PC CLIENT SPECIALIST SR

PC Client Specialist Sr

Job Category : Wealth Management

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. Provide assistance to the Private Banking Relationship Managers.

Responsibilities :

• Provide Support to Private Banking 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

Requirements :

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.

Benefit Highlights :

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.