Mortgage Warehouse Client Specialist in Germantown, TN at First Horizon National Corporation

Date Posted: 10/25/2019

Job Snapshot

Job Description

The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct client-contact environment. The Client Specialist partners with other departments and/or outside agencies to resolve problems.


Duties & Responsibilities:


• Receive credit line advance requests from clients and verify accuracy and data integrity.

• Set-up mortgage loan collateral description as specified by clients.

• Perform loan advances in loan system and send out-bound wire transfer to recipients specified by clients.

• Provide wire tracking information as needed by clients.

• Receive in-bound wire transfers which represent repayment proceeds from secondary market loan purchasers.

• Interact with clients to determine which mortgage loans are being purchased by secondary market.

• Perform payment transactions in loan system as specified by clients.

• Receive and review collateral (original mortgage notes) from clients.

• Interact with clients to resolve collateral discrepancies/issues.

• Image collateral and file electronically in loan system.

• Perfect collateral by preparing and attaching bailee notices.

• Send perfected collateral to destination specified by clients.

• Receive and manage returned collateral.

• Perform EOD balancing of both monetary and collateral activity.

• Prepare and disseminate daily and monthly reports for internal and client use.

Education and/or Work Experience:

• Bachelor’s degree or equivalent experience required

• 0-2 years of general banking, transaction and customer support experience

• Accurate typing, spelling and grammar skills

• Proficient with applicable computer software

• Excellent written and oral communication skills

• Analytical and customer support skills

• Strong organizational skills

• Strong customer service skills

• Strong problem resolution skills

• Decision making skills

• Critical thinking skills

• Leadership skills


Physical Requirements:

• Precise hand/eye coordination

• Basic keyboarding or other repetitive motions

Work Schedule:

M-F (8AM-5PM)


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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)