- Provide Commercial Lending Support to Commercial 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
- High school diploma or GED and 3-5 years of experience or equivalent combination of education and experience
- Proficiency with MS Office Suite
- 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 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.
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Client Specialist
1 week ago
First Horizon Bank Fort Worth, United StatesLocation: On site,2821 West 7th Street, Suite #450 Fort Worth, TX · 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 Commercial and Private Banking Rela ...
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Receptionist - Client Service Specialist
22 hours ago
CityVet Fort Worth, United States Full timeHappy people. Healthy pets. · At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our of ...
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Client Specialist
1 week ago
First Horizon Bank Fort Worth, United States Full timeLocation: On site,2821 West 7th Street, Suite #450 Fort Worth, TX · 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 Commercial and Private Banking Rela ...
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Client Specialist
4 weeks ago
First Horizon Bank Fort Worth, United StatesDescription · Location: On site,2821 West 7th Street, Suite #450 Fort Worth, TX · 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 Commercial and Privat ...
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Tax specialist for client bookkeeping
1 week ago
Cascade Ventures Pantego, United StatesAbout the Company · Our origins can be traced back to the individual practice founded by auditor and tax consultant Rudolf Lehleiter in 1974. He quickly recognized that individuals could no longer meet the requirements for auditing and tax consulting due to increasingly complex l ...
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Client Specialist
4 days ago
Partners Personnel Carrollton, United StatesAt Partners Personnel, our purpose is to help people and organizations improve. · Communication, compassion, and respect are exhibited at all levels and are in the heart · of our organization. We have instilled core values that ensure that everyone is treated · with respect. We t ...
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Client Specialist Key Part Time
3 weeks ago
Talbots Fort Worth, United States Part timeTalbots - University Park Village [Store Supervisor] As a Client Specialist Key Holder at Talbots, you'll: Lead/supervise others on occasion and open the store for business and/or close the store for the night; Build enduring relationships with both new & existing customers; Crea ...
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Client Services Specialist
1 week ago
Lucas James Talent Partners Dallas, United StatesClient Service Specialist · The Client Service Specialist (CSS) thrives on identifying and solving customer problems, ensuring exceptional service. This role demands a visionary mindset, combined with meticulous attention to detail and outstanding follow-up skills. CSS profession ...
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Client Support Specialist
5 days ago
ARTERIORS Home Lewisville, United StatesPassion, curiosity, and collaboration define our team of talented design enthusiasts. We often describe the Arteriors team members as a collective of creators and problem-solvers. They are entrepreneurial individuals with a restless spirit and a thirst for elevation, driven by an ...
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Specialist, Client Research
1 hour ago
Inmar Intelligence Grand Prairie, United States Full timeThe Specialist, Client Research provides thorough and excellent customer service, reconciles hospital and retail customers' credits and related tasks. The associate is expected to be detail-oriented and exhibit initiative to evolve within Inmar's organization. The associate will ...
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Client Partners Specialist
2 weeks ago
Hilltop Holdings Dallas, United StatesHilltop Securities is currently seeking a Client Partners Specialist. This is a unique opportunity to join our team to provide operational support and world-class customer service to our clients. In this role, you will be on a team acting as the primary point of contact for all i ...
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Client Service Specialist
8 hours ago
Crump Life Insurance Svcs Inc Dallas, United StatesClient Service Specialist (Employee Benefits) - McGriff Ins page is loaded · Client Service Specialist (Employee Benefits) - McGriff Ins · Apply · locations · Addison TX Spectrum Drive · Dallas, TX · Arlington, TX · time type · Full time · posted on · Posted 8 Days Ago ...
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Client Support Specialist
2 weeks ago
Paycom Software, Inc. Grapevine, United StatesJob Details · Level: Entry · Job Location: Grapevine Office - Grapevine, TX · Position Type: Full Time · Education Level: Bachelor's Degree · Salary Range: Undisclosed · Travel Percentage: None · Job Category: Client Setup & Service · DescriptionThe Paycom Specialist is responsib ...
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Client Onboarding Specialist
2 weeks ago
Magellan Financial & Insurance Services, Inc. Southlake, United StatesJoin Our Team at Retire Simply: Now Hiring a Client Onboarding Specialist at our Southlake, TX office · About Retire Simply: At Retire Simply, we believe that retirement planning should be as effortless and enjoyable as the golden years it prepares for. We're dedicated to helpin ...
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Client Service Specialist
2 weeks ago
Truist Arlington, United States**The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.** · Need Help? ) · _If you have a disability and need assistance with the application, you can ...
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Client Development Specialist
4 weeks ago
McAdams Lewisville, United StatesMcAdams is a full-service land planning, landscape architecture, civil engineering, transportation and geomatics firm located in North Carolina and Texas. We seek a partnership with our clients to create meaningful experiences through inspired design. Our employees are what makes ...
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Client Support Specialist
2 days ago
Paycom Online Grapevine, United States Paid WorkThe Paycom Specialist is responsible for providing world-class service and support to clients. They retain and strengthen client relationships by providing full-picture solutions and best practice management. The Paycom Specialist will leverage technology to ensure clients see a ...
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Client Services Specialist
2 weeks ago
Lucas James Talent Partners Dallas, United StatesJob Description · Job DescriptionClient Service Specialist · The Client Service Specialist (CSS) thrives on identifying and solving customer problems, ensuring exceptional service. This role demands a visionary mindset, combined with meticulous attention to detail and outstanding ...
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Client Relationship Specialist
2 weeks ago
FULGENT THERAPEUTICS LLC Coppell, United StatesJob Details · Level · Experienced · Job Location · IDX Coppell TX Site - Coppell, TX · Position Type · Full Time · Education Level · 2 Year Degree · Description · Inform Diagnostics is a leading national pathology laboratory, headquartered in Irving, Texas, with additional state- ...
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Client Onboarding Specialist
3 weeks ago
Overwolf Ltd Dallas, United States· We're looking for a Client Onboarding Specialist to operate on the front lines and ensure customer satisfaction and success with Nitro · As our Onboarding Superstar, you'll be the primary point of contact for new clients, expertly managing everything from assessing publishers' ...
Client Specialist - Fort Worth, United States - First Horizon Corp.
Description
Location:
On site,2821 West 7th Street, Suite #450 Fort Worth, TX
Summary
Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.
Responsibilities
Note:
As part of the employment process for this position, you will have to meet the requirements of a background credit check.
This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.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.
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Client Specialist professionals in Fort Worth
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