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Client Specialist - Mobile Alabama
Company: First Horizon Bank Location: Mobile, Alabama
Posted On: 05/05/2024
Location: -On Site Mobile, AL Summary Provide assistance to the Commercial and Private Banking Relationship Managers Key Responsibilities Include -
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 -
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 -
Open new accounts and ensure all required documentation is obtained from the client -
Process wire requests for clients. -
Assist other AAs and other departments with administrative support when needed -
Performs all other duties as assigned Qualifications Include |
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