Loan Operations Account Specialist / Prep Scan and Index Account Specialist

Description

Location: On site at location listed in job posting.

At First Horizon Bank Lending Services, we are on a mission to deliver a seamless customer experience. We are passionate about doing things right and doing the right things. We collaborate with each other and with our internal business partners to delight our customers. We believe in creating an environment where everyone's ideas are valued so that the team operates at its best. Our team members serve with humility and a deep commitment to their responsibility to be the best at serving their customers one opportunity at a time.

Summary:

The Loan Operations Account Specialist / Prep Scan and Index Account Specialist is responsible for mail and imaging responsibilities. The Account Specialist will process incoming and outgoing documents to make designated loan information available to users digitally by identifying, preparing, scanning, indexing, and delivering incoming mail and other documents. This role will support the Prep/Scan/Index area. The Prep/Scan/Index area receives and images all loan closing documents, checks, and correspondence to start the workflow in Loan Operations.

We are seeking dedicated, disciplined individuals who excel in a team environment, who take ownership and who are enthusiastic about a job well done.

Essential Duties and Responsibilities:

30% Productivity: Meets productivity goals within established time frames (measured by Service Level Agreements). Meets our strategic goal of reduction in expenses year over year.

30% Service Quality: Delivers on our service promise in Loan Ops (measured by Service Level Agreements, customer feedback, error reports)

20% Risk Management: Quality and accuracy (measured by various auditors). Ensuring sound risk management and internal controls are met

20% Lives Our Company Values: Embraces change and ensures an inclusive, positive work climate

Areas of responsibility include:

• Responsible for ensuring proper receipt of daily documents

• Responsible for routing mail to appropriate team or person in Loan Operations

• Responsible for timely and accurate delivery of mail

• Responsible for the accurate placement of documents in ARX and vault daily

• Maintain compliance with policy and procedures

• Work with others to ensure that the entire team's work is within SLA

• Assist with onboarding new employees

• Responsible for all other duties as assigned

Education and/or Work Experience Requirements:

• High school diploma with 0-2 years of experience in lending or related field required. Bachelor's degree with Loan - Consumer and/or Commercial experience, or experience working with or identifying loan documents preferred but not required.

Knowledge:

• General banking products or lending knowledge

Skills:

• Strong written and verbal communications skills; teamwork/teambuilding skills; General office skills including: typing, filing (alphabetically and numerically), and applicable technology (ARX, ALS, FDR, Hogan, etc.); high attention to detail and concentrate on work in spite of distractions; strong computer skills (Word, Excel, Outlook); strong organizational and prioritization skills are needed

Abilities:

• Ability to follow procedures and to handle multiple tasks

• Ability to respond quickly to problem situations

• Ability to work efficiently and independently

• Ability to work in a fast-paced environment with high volume of work and minimal errors

• Ability to work under pressure and remain calm and pleasant

• Ability to work well with others in a team setting, but also be accountable for individual tasks

• Ability to adapt to frequent change

• Ability to prioritize and reprioritize

Physical Requirements:

• Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.

• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards

• Must be able to lift and carry up to 30 lbs

Hours :

• Monday - Friday

• 8:30 AM - 5:30 PM

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. Bank.

Benefit Highlights:

• 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 -- ~~~/First-Horizon-National-Corporation/Careers/Our-Benefits

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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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)