Commercial Client Specialist Sr. in Houston, TX at First Tennessee Bank

Date Posted: 8/13/2019

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Houston, TX
  • Job Type:
  • Experience:
    2 to 4 years
  • Date Posted:
    8/13/2019
  • Job ID:
    19-0732

Job Description

JOB PURPOSE

• Supports the clients and sales staff by performing the most complex daily clerical functions to maintain the office and document processing. Assists with general account, loans, and collateral documentation to ensure accuracy & compliance.

DUTIES & RESPONSIBILITIES

50% • Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records.

25% • Maintains credit files. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extensions of new loans. Prepares loan documents, notices, and periodic loan reports.

25% • Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Assists Relationship Managers in preparing presentations & materials for bank meetings.

• Other duties as assigned; may be responsible for overseeing the operations of an office.
Requirements • High School Diploma required
• 2 to 4 years of experience required; 4 to 6 years preferred

Work Schedule M-F (8a-5p)

#LI-PF1
  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer – M/F/Vets/Disabled.
  • Please view Equal Employment Opportunity Posters provided by OFCCP

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