Client Specialist - Healthcare Sponsor Finance in Brentwood, TN at First Horizon National Corporation

Date Posted: 2/14/2020

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    211 Franklin Road
    Brentwood, TN
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
    2/14/2020
  • Job ID:
    CLIEN01643

Job Description

Client Specialist – Healthcare Sponsor Finance

Summary:

A Client Specialist in the Healthcare Sponsor Finance team is responsible for supporting the client and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing.

Essential Duties and Responsibilities:

  • 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. Maintains credit files. 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. Prepares loan documents, notices, and periodic loan reports.
  • Work with Loan Operations and Treasury Management to set up accounts in accordance with credit and division policy to the satisfaction of the client.
  • Answers client inquiries on bank products, services, accounts and policies; promotes cross-selling; researches and corrects account discrepancies.
  • Develop and maintain internal relationships following established processes and procedures.
  • Understand all Bank policies and procedures, and federal and state laws and regulations pertinent to this position; stays informed and shares updates on changes with management. Required to successfully complete all required Compliance training.
  • Continuously support the Bank’s Mission Statement and Core Values. High School Diploma required. Associates or higher preferred or equivalent in work experience / specialization. Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Good written and oral communication skills. Good organizational and customer service skills. General banking/operations experience. Ability to take initiative using strong problem solving skills. Excellent consultative sales and cross-selling skills.

Education & Skills:

  • 2 years of directly related experience required. 2-4 years preferred.
  • Accurate typing, spelling and grammar skills.

  • Proficient with applicable computer software.

  • Good written and oral communication skills.

  • Good organizational and customer service skills.

  • General banking/operations experience.

  • Ability to take initiative using strong problem solving skills.

  • Excellent consultative sales and cross-selling skills.

Monday - Friday 8:00 AM - 5:00 PM

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)