The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
* Performs all other duties as assigned.
QUALIFICATIONS
* Ten plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
PREFERRED QUALIFICATIONS
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at *********************
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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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$58k-80k yearly est. 5d ago
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DocuSign Business Analyst
First Horizon Corp 3.9
First Horizon Corp job in Miami, FL
Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, or Miami, FL The DocuSign Business Analyst supports the DocuSign Product Owner in enhancing, implementing, and supporting DocuSign solutions across the bank. This role acts as a liaison between line of business partners, technology teams, vendors, and management to elicit requirements and deliver solutions that improve the client and associate experience.
Key Responsibilities:
* Collaborate with the Product Owner to define and prioritize business requirements for strategic projects, product enhancements, and production support related to DocuSign.
* Elicit, document, and validate business and functional requirements by engaging stakeholders and translating business needs into detailed specifications.
* Develop user stories and acceptance criteria and participate in Agile ceremonies, including daily standups, sprint planning, and retrospectives.
* Coordinate with Quality Assurance to plan and support testing of DocuSign implementations, enhancements, and issue resolution.
* Work with the Product Owner and vendor partners to monitor product enhancements, evaluate software releases, and address support cases.
* Identify and document process improvement opportunities, and assess potential solutions for fit with both business and technology needs.
* Participate in deployment, testing, and implementation of DocuSign releases, monitoring for successful delivery and adoption.
* Manage and triage support tickets, analyze issues, and drive resolution in partnership with technical teams and vendors.
* Provide training and support to DocuSign users, assisting with adoption and ongoing improvement efforts.
Qualifications
* Bachelor's degree in Business, Information Technology, or related field preferred.
* Experience as a Business Analyst or similar role, ideally with exposure to DocuSign or comparable digital workflow platforms.
* Strong communication skills, with experience in facilitating meetings and documenting requirements.
* Understanding of Agile methodologies and experience with user story writing.
* Ability to build relationships across business functions, technology teams, and vendor partners.
* Strong organizational skills and attention to detail.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at *********************
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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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X formerly Twitter
LinkedIn
Instagram
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$68k-85k yearly est. 7d ago
Relationship Manager - SVP
Citi 4.6
Miami, FL job
The Portfolio Optimization Relationship Manager is a strategic professional who follows latest trends in their own field and adapts them for application within own job and the business. Excellent communication skills required to negotiate externally as well as internally. Developed diplomacy skills are required to guide, influence, and convince others, particularly customers as well as other internal partners. Accountable for significant direct business results and authoritative advice regarding the operations of the business. Makes strategic decisions and responsible for escalating relevant situations appropriately. Ability to undertake and manage multiple projects for desired results.
Responsibilities:
Assesses the portfolio of clients and defines a strategy that best suits Citi and clients' interests
Calls on clients to negotiate and manage relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks, and expectations
Partners with other teams within the Commercial Bank, Retail Bank, and other areas to assess clients within CCB and other line of businesses
Works with the team to develop an exceptional level of client service and to build solid relationships that will lead to substantial improvements in profitability.
Manage relationships with large credit exposures, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
Lead highly sensitive and complex discussions with clients regarding the restructuring, reduction, or termination of credit relationships. This includes developing and executing sophisticated de-marketing strategies for credit relationships that no longer align with Citi's strategic objectives, risk appetite, or regulatory mandates. Demonstrate exceptional diplomacy, negotiation, and persuasive communication skills to navigate these challenging conversations, ensuring decisions are conveyed clearly, ethically, and with minimal impact on Citi's reputation or broader client relationships. Proactively manage client expectations and objections, offering clear rationales and facilitating smooth transitions in strict adherence to all internal policies and regulatory requirements. This requires an advanced ability to balance Citi's interests with maintaining client goodwill, even in adverse circumstances.
Experienced in underwriting principals and risk management
Executes strategic initiatives launched centrally at all levels
Appropriately assesses risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behavior, conduct, business practices, and escalating, managing and reporting control issues with transparency.
Ensures the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
Ability to mentor, guide and lead the junior team members regularly
Qualifications:
10+ years of relevant experience in the commercial banking industry
Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions
Demonstrates an expert level of Early Warning Detection skills
Demonstrates advanced Citi's credit-process and credit-appetite knowledge
Ability to work effectively in team setting
Ability to coordinate multi-functional teams to provide an exceptional client experience.
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership,)
Ability to work under pressure while making sound decisions
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results or authoritative advice regarding the operations of the business.
A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Able to quickly adapt priorities based on the latest data insights
Education: Bachelor's degree, Master's degree preferred
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Job Family Group:
Commercial and Business Sales
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Job Family:
Relationship Management
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Time Type:
Full time
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Primary Location:
MiamiFlorida United States
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Primary Location Full Time Salary Range:
$158,400.00 - $237,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 15, 2026
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$158.4k-237.6k yearly Auto-Apply 14d ago
Community Lending Officer - Central Southeast Region
Citi 4.6
Boca Raton, FL job
The Community Mortgage Lending Officer is an position responsible for driving mortgage sales and client relationships through engagement with community clients, diverse real estate agents, and affordable housing non-profit partners in coordination with the Consumer Product Sales team. The role is directly responsible for the sale of a specific product or product set directly to clients.
Responsibilities:
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
Advise customers about the consequences, risks, and benefits of alternative lending solutions.
Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
Work as a team with all internal partners to support and grow our customers.
Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
Attend a minimum of 2 - 3 Diverse Realtor and/or affordable housing nonprofit events per month.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
2-5 years relevant experience
Residential Mortgage experience required
3+ years previous mortgage sales experience required
Established relationships with diverse realtor organizations and affordable lending nonprofits in origination territory
Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs.
Established book of business
FHA/VA & conventional loan experience is preferred
The ability to comprehend and explain financial calculations and pricing alternatives.
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
Demonstrated customer service skills
Self-motivated and able to work independently
Strong relationship development and management skills
Expertise of general lending products and overall mortgage industry.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing
System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
Originate minimum of 3 loans per month with a minimum mix of 50% being either CRA eligible or within minority tracts.
Education:
Bachelor's/University degree or equivalent experience
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. As part of this registration process, you must be fingerprinted unless you have fingerprints are on file with NMLS Registry that are less than 3 years old. This position further requires that you maintain and renew that registration on an annual basis, update registration information with the Registry on a timely basis, and provide your unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
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Job Family Group:
Consumer Sales
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Job Family:
Consumer Product Sales
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Time Type:
Full time
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Primary Location:
Boca Raton Florida United States
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Primary Location Full Time Salary Range:
$90,000.00 - $90,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Jan 20, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
The Teller is an entry-level position responsible for assisting with the execution of branch activities, including day-to-day delivery of client-facing services and processing transactions, in coordination with the Customer Service function. The overall objective is to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions.
**Responsibilities:**
+ Serve as the first point of contact for Citi clients and provide a positive first impression through friendly and efficient customer service
+ Perform efficient and accurate banking transactions including, managing cash supply for the branch, incoming/outgoing cash deposits, and maintaining branch vault cash
+ Identify referral opportunities for new products and services based on client's financial goals
+ Educate clients on digital and self-service opportunities offered by Citi
+ Adhere to bank policies, operational controls, and regulatory procedures to ensure the safety and security of client and bank assets
+ Ensure all client needs are met and effectively manage client issues/concerns, escalating as needed
+ Maintain working knowledge of client accounts as well as new and existing products and services offered.
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ Previous relevant experience preferred
+ Demonstrated sales and customer service experience
+ Money handling experience
+ Effective problem solving and communication skills
+ Ability to work well in a team oriented environment
**Education:**
+ High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Customer Service
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**Job Family:**
Branch Service
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**Time Type:**
Part time
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**Primary Location:**
Boca Raton Florida United States
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**Primary Location Full Time Salary Range:**
$39,520.00 - $46,810.00
Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.
**The hourly rate corresponding to the annual range is:**
$19.00 - $22.50
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 17, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
Understand and comply with Citibank policies, standards and procedures
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
0-2 years of relevant experience
Previous banking, retail, or sales experience preferred
Knowledge of Smart Banking tools and technologies
NMLS registration; Safe Act compliant
Consistently demonstrates clear and concise written and verbal communication skills
Bilingual English/Russian Speaking Preferred
Education:
Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Consumer Sales
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Job Family:
Branch Sales
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Time Type:
Full time
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Primary Location:
Sunny Isles Beach Florida United States
------------------------------------------------------
Primary Location Full Time Salary Range:
$50,600.00 - $70,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Feb 13, 2026
------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$50.6k-70.6k yearly Auto-Apply 8d ago
Senior Wealth Advisor SAFE Act
Citigroup 4.6
Boca Raton, FL job
The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
+ Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
+ Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
+ Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
+ Master referral opportunities to grow portfolio.
+ Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
+ Acquire new clients through converting referral leads.
+ Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
+ Ensure that KYC/AML and other compliance norms are strictly adhered to
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience
+ Experience in a proactive, successful sales and service role in the financial services industry
+ Strong analytical and financial skills
+ Strong verbal and written communication skills
+ Organized with strong attention to detail
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
+ Basic understanding of investment and financial planning strategies preferred
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
+ Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses
+ Group 1 insurance
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education:**
+ Bachelor's/University degree or equivalent experience
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**Job Family Group:**
Private Client Coverage
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**Job Family:**
Financial Planning Services
------------------------------------------------------
**Time Type:**
Full time
------------------------------------------------------
**Primary Location:**
Boca Raton Florida United States
------------------------------------------------------
**Primary Location Full Time Salary Range:**
$70,000.00 - $70,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
------------------------------------------------------
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
**Anticipated Posting Close Date:**
Dec 09, 2025
------------------------------------------------------
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$70k-70k yearly 49d ago
Collateral Specialist
Premier Mortgage Associates 3.5
Boca Raton, FL job
Are you ready to be part of a dynamic and innovative mortgage company that prioritizes relationships over transactions? At NQM Funding, LLC, dba Premier Mortgage Associates, we have been dedicated to turning dreams of homeownership into reality for over 25 years. We believe in building enduring relationships with our clients, providing personalized mortgage solutions that truly put their needs first. Our commitment to excellence and integrity sets us apart, allowing us to close loans based on genuine connections rather than mere leads.
Embark on a fulfilling career where your dedication to client satisfaction is valued and makes a real difference. Join our team and discover a path where passion aligns with excellence, providing daily opportunities to make a significant difference. Apply today and become part of our journey to create homeowner success stories!
Our Corporate office is looking to hire a Collateral Specialist. This position is not remote.
Job Title: Collateral Specialist
Reports To: Acquisitions Manager
FLSA Status: Non-Exempt
Department: Post-Closing
Division: Retail
Salary Range: $45K $50K per year
Summary:
Collateral Specialists will be responsible for completing functions related to the review of the closed loan package and collateral documentation. Coordinating and preparing collateral to be sent to investors for sale; as well as reviewing Correspondent Collateral for Purchase by NQMF. These tasks include performing services requiring interaction and communication with Warehouse Banks, Investors, Purchase Acquisitions Coordinators, Correspondent Clients, Client Support Teams and the Secondary Department, regarding loan file status. Additional responsibilities may be added as needed.
Duties and Responsibilities:
Reviewing daily mail and processing all incoming collateral received.
Process daily shipping of collateral to various warehouse banks, if assigned.
Review and clear exceptions with warehouse banks to ensure collateral is received and processed promptly to the investors, if assigned.
Review daily report on outstanding notes not received and place calls to settlement/escrow agents to obtain the documents within specific timeframes to meet warehouse turn times, if assigned.
Review incoming correspondent collateral for any defects prior to purchase.
Conditioning and clearing of collateral documents for Correspondent Channel when needed.
Effectively communicate and coordinate condition resolution with Correspondent Clients in writing.
Assisting Correspondent Clients with hypothetical Collateral issues and scenarios.
Maintains current knowledge of policies and procedures as they relate to document requirements for warehouse banks, Investors and Custodians.
Maintains familiarity with residential and commercial mortgage documents.
Works directly with Post-Closing, PC-Support, Shipping and Purchase Acquisition Coordinators.
Perform other duties as assigned
Skills:
Critical thinking and problem-solving skills
Planning and organizing
Decision-making
Communication skills
Persuasiveness
Influencing and leading
Delegation
Teamwork
Negotiation
Conflict management
Adaptability
Stress tolerance
Education/Experience:
Degree: High School Diploma or Equivalent. Encompass experience preferred. 3+ years prior experience preferred.
NQM Funding, LLC offers the following benefits:
Medical Plan
Dental Plan
Vision Plan
GAP Insurance
Life Insurance paid by the company
Voluntary Life Insurance
401K
Pet Insurance
Legal Shield/ID Shield
Equal Employment Opportunity:
NQM Funding, LLC management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment.
NQM Funding, LLC will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
NQM Funding, LLC will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to NQM Funding, LLC.
$45k-50k yearly 8d ago
Senior Client Specialist
First Horizon Bank 3.9
First Horizon Bank job in Doral, FL
The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients.
**Essential Duties and Responsibilities**
+ Open new accounts and ensure complete, accurate documentation is obtained from clients
+ Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements
+ Image and index all deposit and client documentation to ensure proper recordkeeping
+ Perform account maintenance, including adding/removing signers and updating client records
+ Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims
+ Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs
+ Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients
+ Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues
+ Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit
+ Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation
+ Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients
+ Perform other duties and responsibilities as assigned
**Su** **pervisory Responsibilities**
No supervisory responsibilities
**Qualifications**
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
+ High school diploma or GED and 5+ years of experience or equivalent combination of education and experience
+ Microsoft Office suite
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
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LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$29k-33k yearly est. 14d ago
Director, Senior Wealth Credit Risk Manager
Citigroup 4.6
Fort Lauderdale, FL job
The Senior Portfolio Credit Risk Manager is a senior management-level position responsible for managing a Citi Global Wealth credit portfolio within an assigned geographic scope through the management of a team. Such individual must have strong commercial awareness and is an acknowledged authority both within and outside area of expertise. Requires in-depth understanding of how own function contributes to achieving the objectives of the broader business within the defined risk appetite of the firm. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise. Excellent communication skills required in order to negotiate and influence, often at a senior level. Some external communication/negotiation may be necessary. Accountable for end results and contribution to deployment of risk strategy within scope of coverage as applicable. This may entail management responsibility of a team(s) of credit risk officers, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be involved or responsible for diverse (cross-discipline) activities and/or ad-hoc projects as deemed needed in the area, business or broader institution. Typically, a direct report to a C16 role and function as an integral member of the functional leadership team within a country/site location, sub region, job family, or line of business.
**Responsibilities:**
+ Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio of the assigned geographic scope
+ Analyze credit risk and provide credit recommendations and guidance to senior risk managers
+ Apply understanding of inherent credit risks for a range of banking products including lending and capital markets transactions
+ Interact, review and provide credible challenge to first-line Bankers and Product Specialists on client credit requests; approving as applicable wholesale credit loan / counterparty transactions presented by the business, taking into consideration all aspects of credit decision including applicable policies, quantitative and qualitative factors.
+ Analyze transactions and assist in structuring transactions to contain Citi's credit risk within acceptable parameters
+ Produce credit and exposure analyses to ensure aggregate risk exposure to customers remains appropriate to credit standing
+ Manage regional and other key Risk reviews including assessment of quality of assigned portfolios, product programs including identification and evaluation of emerging risks, effectiveness of control processes and applicable performance metrics.
+ Assess effectiveness of the credit risk processes, product programs and standards of assigned entities to promote leading practices and identify opportunities for improvements
+ Review and assess the appropriateness, completeness and usage trends of the credit risk components for the assigned portfolios
+ Provide autonomous assessment of the accuracy and appropriateness of risk ratings and classifications of the assigned portfolios
+ Assess business/risk staffing models to ensure appropriate resources for assigned entities
+ Ensures that corrective action plans for assigned businesses are appropriate, monitored and duly validated addressing concerns resulting from Fundamental Credit Risk reviews.
+ Assist the Regional and/or Global Risk Head on regional and/or global tasks as deemed required
+ Infer the diverse opinions of Sr. Management and Regulators to effectively address all issues applicable to area of responsibility
+ Provide support on assigned tasks related to managing the relationships, expectations and deliverables for outside regulators, ARR, IA, Regulatory reporting, Risk, Finance and Accounting Policy
+ Partner with the applicable stakeholders to understand the source of the data and continue to improve the process of defining, extracting and utilizing the data applicable to perform the function.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
+ Manages team that deliver a consistent, goal oriented and sophisticated process of credible challenge to corresponding 1st line stakeholders.
+ Identifies credit risks, processes, trends, emerging risks and training needs within the realm of credit underwriting and risk management.
+ Performs other duties and functions as assigned.
**Qualifications:**
+ 15+ years prior experience in a credit-related, risk management or banking role, in Wealth or Wholesale Risk or business functions.
+ Must have credit background and management experience.
+ Excellent quantitative, analytical, written and verbal presentation skills.
+ Ability to communicate and negotiate effectively.
+ Exercises effective people management skills
+ Demonstrate advanced analytical skills and the ability to assimilate complex information.
+ Excellent written and oral communication skills as well as presentation skills are required.
+ Ability to operate independently deliver under tight timeframes, manage multiple complex and conflicting activities, adapt to change in a fast -paced environment.
+ Strong background in Risk decisioning across Risk stripes, ability to network, manage conflict with the business, while maintaining a strong working relationship.
+ Strong leadership footprint with prior experience on managing people.
+ Formally credit trained at either Citi or at a reputable financial institution.
+ Self-starter, able to work under time pressure and observe deadlines
+ Very adaptive to change and capable of operating under stress.
**Education:**
+ Bachelor's degree/University degree or equivalent experience
+ Master's degree preferred
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**Job Family Group:**
Risk Management
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**Job Family:**
Portfolio Credit Risk Management
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**Time Type:**
Full time
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**Primary Location:**
Fort Lauderdale Florida United States
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**Primary Location Full Time Salary Range:**
$170,000.00 - $300,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Analytical Thinking, Constructive Debate, Escalation Management, Industry Knowledge, Policy and Procedure, Policy and Regulation, Process Execution, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment.
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**Other Relevant Skills**
Credible Challenge, Data Analysis, Laws and Regulations, Management Reporting, Referral and Escalation, Risk Remediation.
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**Anticipated Posting Close Date:**
Dec 15, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$170k-300k yearly 43d ago
Underwriter Specialist Sr
First Horizon Bank 3.9
First Horizon Bank job in Miami Lakes, FL
At First Horizon Bank Operations, 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.
Underwriter Specialist provides cursory analytical support for Consumer/Portfolio Mortgage underwriting groups including spreading and preliminary analysis of existing customers and prospects.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
+ Ensures the consumer loan application information provided is accurate and complete
+ Performs credit analysis and makes credit decisions within authority limits
+ Ensures accuracy of any preliminary analysis presented
+ Reviews and analyzes applicable ratios (i.e., DTI, PTI, & LTV)
+ Reviews proof of income and financial statement documentation when required by policy
+ Provides financial statement spreading on loan request when necessary
+ Contacts bankers to gather information to make appropriate decisions and explains loan decision
+ Performs other duties as assigned
**Requirements**
+ Bachelor (4-year college) degree and 5+ years of experience or equivalent combination of education and experience
+ Microsoft Office suite
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$35k-45k yearly est. 60d+ ago
Mortgage Loan Coordinator
First Horizon Bank 3.9
First Horizon Bank job in Miami Lakes, FL
The Mortgage Loan Coordinator role will be responsible for performing a variety of documentation duties related to both agency and portfolio loans while ensuring compliance with policies and procedures for all loan products. Candidates must possess proficiency with technology and a strong sense of urgency with an ability to work in a team environment while maintaining excellent organization and communication skills.
**ESSENTIAL DUTIES AND RESPONSIBILITIES**
- Ability to self-manage a pipeline by reviewing and confirming if all minimum items have been received as outlined on the Loan Coordinator Checklist. The Loan Coordinator is responsible for reviewing the file for completeness, reading all comments from the Mortgage Loan Officer (MLO)/ Mortgage Loan Assistant (MLA), indexing all the docs in the unassigned section of the efolder to the appropriate placeholders and completing all order outs per instructions laid out by management.
- Maintain daily workflow prioritization to ensure loan set up is completed timely and loan advances with quality to the next milestone.
- Adhere to published SLAs to promote effective pipeline management.
- Analyze and ensure all documentation received is accurate and meets minimum required documentation as outlined by our Mortgage procedures, Loan Coordinator checklist and AUS as applicable.
- Complete all order-outs per instructions from the Loan Officer.
- Process Appraisal Refunds
- Reconcile Credit Card Accounting deposit report from Accounting.
- Provide excellent customer service to both internal and external clients.
- Communicate effectively with all parties to the transaction to keep them informed of file status.
- All other duties as assigned.
**Required Qualifications, and Experience** :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required.
- High school Diploma or General education degree.
- Ability to effectively use various computer software applications.
- Ability to embrace and adopt all Technology as set forth by the line(s) of businesses.
- Basic accounting and mathematical skills.
- Ability to effectively Multitask.
- Work successfully in a fast-paced working environment and meet critical deadlines.
- Delivers excellent verbal customer service.
- Demonstrates Leadership
- Excellent interpersonal skills/Champions Teamwork
- Goal and success oriented.
- Self-Starter
- Highly organized, proven track record of successfully managing Time and Pipeline execution.
- Focus on Quality and Understanding of Regulation/Compliance requirements.
- Excellent verbal and written communication skills, bi-lingual in English and Spanish helpful.
- Ability to effectively multi-task, work well in a fast-paced working environment and meet critical deadlines.
- Commitment to a positive customer experience (internal and external).
- Intermediate Microsoft Office skills
**NMLS Language**
As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at *********************
**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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$33k-41k yearly est. 60d+ ago
Enterprise Project Management Office Director
First Horizon Bank 3.9
First Horizon Bank job in Coral Gables, FL
**Location** : Onsite in Memphis, TN; Maryville, TN; Birmingham, AL; Lafayette, LA; New Orleans, LA; Charlotte, NC; Raleigh, NC., Miami, FL or Dallas, TX **Weekly Scheduled Hours** **:** Monday-Friday 9am-5pm **No sponsorship will be provided for this role.**
The Director of the Enterprise Project Management Office provides vision, leadership, and discipline for the bank's enterprise project and program portfolio. This role leads a team of Portfolio Managers and Project Managers to deliver enterprise-wide transformational initiatives that enhance client experience, strengthen risk and control environments, and drive operational efficiency and growth. The Director establishes and enforces governance, standards, and project controls; partners with senior leaders across Technology, Operations, Risk, Compliance, Finance, and Lines of Business; and ensures strategic alignment, value realization, and audit-ready execution.
This opportunity will be based in one of First Horizon's office locations in the Southern footprint as engagement with business partners across the company is a key to success in this role.
**Duties and Responsibilities**
**Enterprise Portfolio Strategy and Prioritization**
+ Lead the intake, evaluation, and prioritization of projects and programs aligned to the bank's strategy, risk appetite, capital plans, and client outcomes.
+ Maintain an integrated multi-year transformation roadmap, balancing change capacity, regulatory commitments, and business value.
+ Partner with Lines of Business and Finance on business cases, benefits realization plans, and funding decisions.
**Program and Project Delivery Oversight**
+ Oversee delivery of complex, cross-functional programs including digital and client experience transformation, core platform modernization, data and analytics, cybersecurity, and operational excellence.
+ Monitor scope, schedule, budget, quality, risks, issues, and benefits using objective metrics and KPIs; drive corrective actions and escalation management.
+ Remove impediments, negotiate trade-offs, and ensure inter-program dependency management.
**Governance, Standards, and Project Controls**
+ Define and maintain the EPMO methodology, stage-gates, templates, and required artifacts across the project lifecycle.
+ Establish and lead portfolio governance forums to drive decision-making, resolve conflicts, and manage dependencies.
+ Ensure adherence to enterprise policies and regulatory expectations; maintain audit-ready documentation and evidence across initiatives.
**Financial and Resource Management**
+ Oversee portfolio financials (capital and expense), forecasting, and variance management; ensure realization of targeted benefits and value.
+ Lead capacity planning, resource allocation, and workforce strategy across Portfolio Managers, Project Managers, and Project Control.
**Stakeholder Engagement and Collaboration**
+ Build trusted relationships with senior leaders across Lines of Business, Technology, Operations, Risk, Compliance, Legal, Finance, and Internal Audit.
+ Promote a culture of delivery excellence, transparency, client-centricity, and continuous improvement across the bank.
**Tools, Reporting, and Analytics**
+ Own the project management toolset and reporting ecosystem; deliver executive dashboards and insights as needed.
+ Standardize portfolio health reporting, scenario planning, and capacity models to inform timely decisions.
+ Performs all other duties as assigned
**Supervisory Responsibilities**
+ Directly lead a team of Portfolio Managers, Project/Program Managers, and Project Control analysts in accordance with organizational policies and applicable laws.
+ Responsibilities include hiring, onboarding, coaching, performance management, and other associate relations matters.
+ Sets clear goals and career development paths; fosters inclusion, accountability, and high performance.
**Job Requirements**
+ Bachelor's degree required in business, finance, information systems, or related field.
+ Master's degree (MBA or related) preferred or equivalent combination of education and experience.
+ 12-15+ years leading complex enterprise portfolios and programs, preferably in banking or financial services.
+ Proven track record delivering enterprise-wide transformation (digital, core modernization, data/analytics, operational excellence, regulatory change).
+ Strong strategic thinking, analytical problem solving, and data-driven decision-making.
+ Exceptional executive communication, negotiation, and influencing skills; able to simplify complex topics for diverse audiences.
+ Demonstrated ability to lead through ambiguity, manage competing priorities, and drive outcomes at enterprise scale.
+ Commitment to client-centric design, associate enablement, and continuous improvement.
+ Demonstrated success establishing and maturing PMO/EPMO functions, governance, and project controls.
+ Deep understanding of banking operations, client experience, and the regulatory and risk/control environment.
+ Expertise in portfolio management, governance design, financial management, and benefits realization.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$83k-109k yearly est. 4d ago
Financial Advisor Senior
First Horizon Corp 3.9
First Horizon Corp job in Coral Gables, FL
We are seeking outstanding Advisors to join our growing team. If you are looking to grow your career and have a positive impact on the lives of your clients with a firm that puts clients first and is recognized in the industry as a 'Best in Class' culture, then you have found your home with First Horizon Advisors.
As a Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of the bank. You will enjoy the support of the firm in offering valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial Advisors will bring unwavering integrity, a team mentality, and drive to grow their career. Advisors joining our firm will enjoy a well-planned onboarding and learning process to gain command of the tools and proven methods that will lead to Advisor and Client success. If you are ready to positively impact the lives of your clients, we are interested in talking to you.
Additional Responsibilities:
* Drive growth in your market and achieve revenue and profitability goals.
* Actively communicate the firm's value proposition and advice-based service offering to all stakeholders.
* Develop client relationships through internal banker referral partners and external COIs.
* Surround your clients with our team, including Financial Planning, Brokerage, Trust, Insurance, and the Family Office as appropriate.
* Conduct client meetings, annual reviews and evaluate changes in financial objectives, and recommendations which result in strengthening and growing client relationships.
* Stay abreast of market trends and demonstrate high level understanding of investment offering and solutions.
* Engage your connectivity in the community to foster business development.
Qualifications:
* 4+ years experience in the Financial Services industry.
* Bachelor's Degree required from accredited college or university.
* Series 7, and either 66 or 63/65. Life & Health. Other financial certifications strongly encouraged.
* Excellent consultative sales skills, with demonstrated business development track record.
* Strong written and oral communication skills.
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at *********************
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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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LinkedIn
Instagram
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$42k-57k yearly est. 43d ago
Credit Card Rewards Strategist
First Horizon Corp 3.9
First Horizon Corp job in Miami, FL
Location: On site in Memphis, TN, Nashville, TN, Charlotte, NC, Raleigh, NC, New Orleans, LA, Miami, FL or Birmingham, AL. Summary: The Credit Card Rewards Strategist is a key product and strategy partner responsible for shaping and advancing the rewards and loyalty experience across First Horizon's credit card portfolio. This role works closely with Credit Card Product Managers to drive card usage, engagement, and customer loyalty through the design, execution, and ongoing optimization of rewards programs and campaigns.
Serving as the subject matter expert for credit card rewards, this position owns day-to-day rewards strategy execution while helping define the long-term vision for how rewards support portfolio growth, customer value, and competitive differentiation. The ideal candidate is highly collaborative, analytically minded, and experienced in managing third-party rewards partners and cross-functional internal stakeholders.
Responsibilities:
* Partner with Credit Card Product Managers to design, execute, and optimize rewards programs and targeted campaigns that drive spend, engagement, and retention
* Serve as the primary subject matter expert for credit card rewards, loyalty mechanics, and redemption structures
* Manage relationships with third-party rewards vendors, including program performance, economics, and operational execution
* Collaborate with marketing, analytics, digital, finance, risk, operations, and technology teams to ensure rewards initiatives are aligned with product strategy and business objectives
* Analyze rewards performance, customer behavior, and ROI to inform enhancements and future program design
* Support the development of a cohesive, forward-looking rewards strategy across the credit card portfolio, balancing customer value, cost efficiency, and competitive positioning
* Identify process friction points for associates and clients, build compelling business cases, define requirements, and advocate for enhancements that elevate the credit card rewards program and client satisfaction.
* Lead and support the rollout, testing, and ongoing management of new reward products, features, and compliance-driven changes.
* Resolve reward escalations in partnership with technology, operations, and product teams, employing root cause analysis and driving to sustainable solutions.
* Develop and refine metrics and control systems to assess reward trends, SLAs, and quality, ensuring risks are proactively identified and mitigated
* Maintain documentation, contribute to training for associates, and facilitate knowledge sharing across relevant teams.
Requirements:
* Bachelor's degree in Business, Finance, Project Management, or a related field. Equivalent work experience considered.
* 5+ years of relevant experience in credit card operations, implementations, project management, or product support preferable in financial services.
* Strong understanding of card reward programs including: design, setup, financial, servicing and regulatory/compliance.
* Demonstrated ability to use data to substantiate arguments, prioritize issues, report KPIs, and measure outcomes.
* Exceptional analytical, problem-solving, and organizational skills with an ability to manage multiple concurrent projects and initiatives.
* High levels of initiative, sound judgment, and demonstrated tact in communication and conflict resolution.
* Ability to work independently and credibly across cross-functional teams, effectively engaging with associates at all levels and external partners.
* Proficiency with project management tools, data analysis applications, and Microsoft Office
About Us
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at *********************
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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
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X formerly Twitter
LinkedIn
Instagram
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The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
**Responsibilities:**
+ Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
+ Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
+ Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
+ Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
+ Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
+ Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
+ Understand and comply with Citibank policies, standards and procedures
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 0-2 years of relevant experience
+ Previous banking, retail, or sales experience preferred
+ Knowledge of Smart Banking tools and technologies
+ NMLS registration; Safe Act compliant
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Bilingual English/Russian Speaking Preferred
**Education:**
+ Bachelor's Degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Branch Sales
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**Time Type:**
Full time
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**Primary Location:**
Sunny Isles Beach Florida United States
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**Primary Location Full Time Salary Range:**
$50,600.00 - $70,600.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Feb 13, 2026
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._
_View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
$50.6k-70.6k yearly 6d ago
Mortgage Home Lending Officer - Central South East Region
Citi 4.6
Boca Raton, FL job
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities:
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives
Advise customers about the consequences, risks, and benefits of alternative lending solutions.
Promote Citi's brand, and promote Citi as the provider for lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
Work as a team with all internal partners to support and grow our customers.
Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
Go outside to key referral relationships (Realtors, CPA's, Builders, etc). to drive mortgage business into the bank.
Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc.
Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
2-5 years relevant experience
3+ years previous mortgage sales experience required
Residential Mortgage experience required
Established book of business
Proven product sales capability is required.
FHA/VA & conventional loan experience is preferred
The ability to comprehend and explain financial calculations and pricing alternatives.
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
Demonstrated customer service skills
Strong relationship development and management skills
Expertise of general lending products and overall mortgage industry.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,
Education:
Bachelor's/University degree or equivalent experience
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Job Family Group:
Consumer Sales
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Job Family:
Consumer Product Sales
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Time Type:
Full time
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Primary Location:
Boca Raton Florida United States
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Primary Location Full Time Salary Range:
$60,000.00 - $175,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.
------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
------------------------------------------------------
Anticipated Posting Close Date:
Dec 18, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
$37k-59k yearly est. Auto-Apply 42d ago
Portfolio Manager
First Horizon Bank 3.9
First Horizon Bank job in Fort Lauderdale, FL
**Location:** **On site in Palm Beach, FL, Delray Beach, FL, Palm Beach, FL, Boca Raton, FL, or Fort Lauderdale, FL** The Portfolio Manager assists in the assessment of risk and management of the Bank's loan portfolio by providing analytical and credit oversight and is responsible for the annual review, renewal, loan covenant compliance reviews and financial collection process within assigned loan portfolio. Partners with Relationship Managers to grow and develop a high quality and profitable loan portfolio.
**Essential Duties and Responsibilities**
+ Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk; identifies credit risk trends at the customer and portfolio level; notifies manager of risk changes.
+ Partners with Relationship Managers to:
+ Meet with current and prospective clients to understand the specific customer requirements and needs.
+ Collect appropriate financial data and information to ensure an accurate risk assessment and thorough underwriting.
+ Answer client questions; ensure all data is accurate for loan underwriting.
+ Analyses global cash flow for commercial and individual prospects, borrowers and guarantors to identify financial condition, profitability, repayment ability, operating trends, financial support of credit and other various financial indicators.
+ Prepares all required financial spreads, Credit Presentation Sheets, Narrative, Relationship Summary, and Loan Pricing Model and prepares packages for approval on all new and existing credits.
+ Assist in the pricing and structure of new loans and renewals.
+ Coordinates closing and booking events.
+ Monitors industry trends and analyze specific industry trend data to identify potential areas of risk.
+ Ensures a 120 day renewal letter is sent to the customer identifying the key financial information needed in advance to process the renewal request; completes loan covenant compliance and annual loan reviews and review findings.
+ Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
+ Performs all other duties as assigned
**Qualifications:**
+ Bachelor's degree in business, finance, accounting or equivalent work experience
+ 2 years experience required; 2 - 4 years preferred
+ Strong analytical abilities, credit underwriting skills
+ Goal oriented, ability to take initiative using strong problem-solving skills
+ Strong relationship building and interpersonal skills
+ Accurate grammar, typing, and spelling skills
+ Strong organizational skills
+ Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook)
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) .
**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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$78k-103k yearly est. 47d ago
DocuSign Business Analyst
First Horizon Bank 3.9
First Horizon Bank job in Miami, FL
**Location: On site in New Orleans, LA, Birmingham, AL, Charlotte, NC, Raleigh, NC, Memphis, TN, Nashville, TN, Houston, TX, Dallas, TX, or Miami, FL** The DocuSign Business Analyst supports the DocuSign Product Owner in enhancing, implementing, and supporting DocuSign solutions across the bank. This role acts as a liaison between line of business partners, technology teams, vendors, and management to elicit requirements and deliver solutions that improve the client and associate experience.
**Key Responsibilities:**
+ Collaborate with the Product Owner to define and prioritize business requirements for strategic projects, product enhancements, and production support related to DocuSign.
+ Elicit, document, and validate business and functional requirements by engaging stakeholders and translating business needs into detailed specifications.
+ Develop user stories and acceptance criteria and participate in Agile ceremonies, including daily standups, sprint planning, and retrospectives.
+ Coordinate with Quality Assurance to plan and support testing of DocuSign implementations, enhancements, and issue resolution.
+ Work with the Product Owner and vendor partners to monitor product enhancements, evaluate software releases, and address support cases.
+ Identify and document process improvement opportunities, and assess potential solutions for fit with both business and technology needs.
+ Participate in deployment, testing, and implementation of DocuSign releases, monitoring for successful delivery and adoption.
+ Manage and triage support tickets, analyze issues, and drive resolution in partnership with technical teams and vendors.
+ Provide training and support to DocuSign users, assisting with adoption and ongoing improvement efforts.
**Qualifications**
+ Bachelor's degree in Business, Information Technology, or related field preferred.
+ Experience as a Business Analyst or similar role, ideally with exposure to DocuSign or comparable digital workflow platforms.
+ Strong communication skills, with experience in facilitating meetings and documenting requirements.
+ Understanding of Agile methodologies and experience with user story writing.
+ Ability to build relationships across business functions, technology teams, and vendor partners.
+ Strong organizational skills and attention to detail.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at *********************
**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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook (******************************************
X formerly Twitter
LinkedIn (***************************************************
Instagram
YouTube (**********************************************************
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$68k-85k yearly est. 43d ago
Private Client Specialist
First Horizon Corp 3.9
First Horizon Corp job in Miami Beach, FL
Location: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: *
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 private wealth client overdrafts * Approve and process private wealth clients' withdrawals on lines of credit * 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 Requirements: * High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience * Working knowledge of MS Office Suite About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. 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. More information is available at ********************* 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 -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube