Commercial Client Specialist

Location: Charlotte
Posted on: June 23, 2025

Job Description:

Commercial Client Specialists support our Commercial Bankers in delivering concierge banking service to our clients. Youll provide administrative and lending support while assisting the clients with large and complex accounts. This position also handles the entire process of any commercial, retail or consumer loan application through to the closing. If you are a detail-oriented multi-tasker who thrives on supporting others and interacting closely with professional clients, this may the best career move for you. 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 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 banks 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 SUPERVISORY RESPONSIBILITIES No supervisory responsibilities Requirements High school diploma or equivalent required; bachelor’s degree in business, finance, or economics preferred At least 4 - 6 years of related experience in banking/financial services with client service exposure, experience in processing retail and/or commercial loans; or an equivalent combination of education, training, and experience Experience as a commercial or private client lending assistant is preferred Exceptional communication skills, both written and oral; ability to interact up, down, and across organizations Strong attention to detail, prioritization and multi-tasking skills, and self-motivation Experience supporting a portfolio of affluent and high net worth clients preferred Familiar with attorney prepared documents as well as domestic and international wire transfers preferred Experience with Microsoft Word, Excel, Outlook and PowerPoint and a 10-key calculator COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required About Us 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. 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 Corporate Diversity Commitment: We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

Keywords: , Greenville , Commercial Client Specialist, Accounting, Auditing , Charlotte, South Carolina