Customer Service Representative jobs at Wilson Bank & Trust

Job DescriptionLoews Hotels & Co is a leading owner and operator of luxury hotels with a portfolio consisting of 26 hotels and resorts in the United States. Located in major city centers and resort destinations from coast to coast, the Loews portfolio features one-of-a-kind properties that go beyond Four Diamond standards and embrace their ”uniquely local” community in order to curate exciting, approachable and local travel experiences for guests. The Customer Service Representative serves within a high volume financial shared services environment supporting an exciting collection of hotel properties across North America. This team member operates within a call center environment and is in constant communication with guests via phone, email, and/or online chat portals regarding billing inquires and disputes of hotel charges. The Customer Service Representative works collaboratively with other shared services and hotel team members to ensure our guests' needs are addressed quickly and to their satisfaction. Achievement of daily, weekly, and monthly excellence targets while delivering extraordinary customer service to our guests and clients is of utmost importance. The Customer Service Representative reports to the Billing Services Manager. Job Specific Duties Upholds all company and industry standards pertaining to PCI compliance, guest confidentiality and accounting best practices Strengthens brand loyalty by providing excellent service delivery consistent with that provided by our teams at the hotels Builds strong relationships with hotel Finance and Operations team members to ensure excellent communication enabling timely resolution to guest concerns Maintains readiness in call queue system to ensure minimum wait time for callers Communicates directly with guests and clients of the hotels via phone, email, and online chat portals Responds to requests for guest/client billing information, to include hotel folios and disputed charges Collaborates with other Billing Services and hotel team members to research and resolve guest billing disputes Makes adjustments or corrections to guest accounts as needed Records all activity in call ticketing system Accountable for achievement of metrics and targets associated with the position Regular attendance in conformance with standards May be required to work varying schedules to reflect business needs Required to attend all training sessions and meetings Ability to perform ”Physical Requirements” as explained below Other duties as assigned Qualifications Bilingual - English/Spanish Ability to work cooperatively with others Ability to maintain confidentiality Ability to read, write and speak English effectively Ability to communicate effectively both written and verbally Ability to work effectively, maintain composure and make decisions in stressful situations Ability to organize workload, adapt quickly to change, and deliver under the pressure of deadlines Ability to perform both standard and intermediate spreadsheet functions using Microsoft Excel Proficiency in windows-based computer programs to include e-mail, internet and word processing applications Strong computer skills and ability to learn new computer applications General knowledge of mathematics and accounting principles Preferred: Education: High School Diploma or GED equivalent Experience: 1-2 years customer-facing work experience in a hospitality or finance environment Loews Hotels & Co is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Primary Duties and Responsibilities * Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment * Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product. * Resolves routine problems by following defined standard process and evaluating solutions. * Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view. * Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. * Fosters a professional relationship with our clients to enhance brand loyalty. * Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations. * Uses available resources to effectively and accurately complete routine cases. Qualifications Position Summary As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates-particularly Spanish speakers-as we strive to serve our diverse clientele. This is a Hybrid role for Franklin, WI 3 days on site and 2 days' work from home - Start Date February 2nd, 2026. Key Responsibilities Client Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels. Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services. Issue Resolution: Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products. Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations. System Navigation & Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy. Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy. Relationship Building: Develop professional and empathetic relationships with clients and Financial Advisors. Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service. Continuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction. Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances. Required Qualifications An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience. Exceptional verbal and written communication skills with a strong customer-focused mindset. Strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems. A proactive approach toward problem solving with a commitment to continuous learning and accuracy. Skills You Have Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders. Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience. Why Join Northwestern Mutual? Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company. Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect. Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: Pay Range - End: Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

NOW HIRING!! STOP IN- WALK IN- CALL IN- DON'T LET THIS OPPORTUNITY PASS YOU BY. Now is the time to take THE NEXT STEP and come to CBE for a career. You could start as a Customer Service/Collections Agent as soon as 01.05.2026. FLEXIBLE SCHEDULES AVAILABLE: Full-time Full-time (40hr) flexible weekday schedule with 1 required night until 8pm In-Office Environment, Competitive Pay, Benefits AND you can earn Commission! CBE provides 3 weeks paid training and supports you every step of the way! Strong Belief in Promote from Within (Your New Career is up to you) Apply TODAY! Purpose of the Position: As a Collection Associate you will be responsible for assisting consumers to resolve their accounts in a manner that is ethical, legal, professional, timely, and transparent. To succeed, you should enjoy a fast-paced, dynamic, customer service and deadline-oriented environment. At least 18 years of age High School Diploma or GED 9+ months of work history (customer service experience preferred) Computer and typing skills required Excellent attendance Self-starter with great attention to detail Customer service mindset Strong communication, persuasion, and negotiation skills Ability to handle multiple tasks simultaneously Strong work ethic A competitive spirit, an unrelenting drive to be the best Ability to learn new information and integrate processes Achieve schedule adherence and compliance expectations Meet productivity and call quality standards as set by the company Problem solving skills & ability to recommend solutions Additional Information: Training: CBE provides 3 weeks of paid training, no call center experience necessary! Day shift available for full-time work Flexible schedule for part-time work. Compensation: $14.00 - $15.00 + per hour plus commissions. This position pays a base wage + commission. Commissions can pay anywhere from $300.00 to $600.00 per month, if you meet your individual and department goals. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex (including pregnancy), sexual orientation, national origin, gender, genetic information, disability, veteran status or other protected statuses in accordance with applicable federal, state and local laws. Background checks and drug testing required. #CTN1 CBE Companies is an equal opportunity employer. We celebrate inclusion and are committed to creating a welcoming environment for all employees.

Thank you for taking the time to review our Member Solutions Representative position. At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are very intentional about the hiring and interview process, which means we take our time. We want to make sure that you find the perfect career path! We truly appreciate your interest in Leaders Credit Union. Who is Leaders Credit Union? We are a member-owned financial cooperative. This means that we exist to serve the needs of the consumers who own accounts at Leaders Credit Union. They are owners, and their financial well-being is at the heart of every decision we make. We are one of the largest credit unions in West Tennessee, and one of the most stable. Our purpose is simple: to provide a sound, convenient alternative to traditional banking. What are our core values? As a team member of Leaders Credit Union, you would be asked to adhere to a specific set of core values. These values should govern all decisions that are made when serving our members' needs. These values are: Member Focused Team Oriented Community Minded Forward Thinking Trusted Partner Why Leaders? Leaders Credit Union has been ranked one of the Best Credit Unions to Work for three years in a row. So, what makes Leaders such a great place to work? Great benefits! We offer healthcare, vacation time, sick time, 401k options, and a profit-sharing plan (just to name a few!) Our Human Resources team is always looking to ensure that our benefit packages are competitive. Work with a mission! Our mission statement isn't just something written on a billboard, we truly look to “power your passion and make lives better.” That mission is lived out by member-facing personnel as well as our back-office employees. Extensive training! We go to great lengths to make sure you know your job responsibilities and are comfortable through a very thorough training process. But our training goes beyond that. We offer monthly classes on everything from mortgage products to conflict resolution. We give you the tools you need to succeed. Room for growth! At Leaders, you are only limited by your own ambition. Being part of a quickly growing financial institution leaves room for personal growth, and we do our best to promote from within whenever possible. What does a day as a Member Solutions Representative look like? As a Member Solutions Representative, you will be the first point of contact between members and our member solutions department. Responsibilities include, but are not limited to: Contacting delinquent accounts by phone, mail, and text message. Taking appropriate action to bring the account current or creating a payment plan. Analyzes the financial situation of delinquent borrowers and makes recommendations on how to remedy the delinquency. This could include payment plans and repossession of assets. Maintains accurate files and reports on all collections activities on assigned accounts. Accurately maintains documentation necessary to fully detail activities on assigned accounts. Informs management of trends being noted within delinquent files. Testifies at legal proceedings as required. Interacts with attorneys, law enforcement agencies, etc. as necessary. What is the schedule? Our hours for this position are 8:00 am to 5:00 pm Tuesday through Friday and 9:00 am to 1:00 pm on Saturday. Sometimes giving top-notch member service may require a little overtime, but we value work-life-balance and do our best to limit this. Does your skillset and experience line up? For this role, we are looking for someone who: Has 2+ years of related or relevant experience A high school degree Proficiency in Microsoft Suite of Products (Excel, Outlook, Word, etc.) Must maintain a professional, courteous, and friendly atmosphere for members and co-workers Must have very strong communication skills (both written and verbal) What is next? If you think this role is the perfect fit for you, please apply, and upload your resume online. Once you have applied you will receive an email from our system saying your application has been received. Keep an eye on your email over the next few weeks as this is our main form of communication. If the next step for you is an interview, we will reach out via email. If this position isn't the right fit at this time, we will keep your resume on file in case anything else comes available that you might be a great fit for. Thank you for choosing Leaders!

As a Builtwell CSR, you will be the first face in relationship building for our valued customers. As you interact with the majority of our customers entering our Financial Centers, you will warmly welcome each one of them with an inviting smile while serving their transaction needs and having meaningful conversations to identify any additional opportunities to fulfill their full financial needs. Job Duties and Primary Responsibilities: CSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community, and ethically work within established policies and procedures while delivering world class, second to none customer service. * Run an inside or drive-through teller window by providing paying and receiving transaction services to customers with accuracy, efficiency, professionalism , and personality in a fast paced environment. * Demonstrate knowledge of available products and services in order to answer customer inquiries. * Balance cash items, teller over/short report, and other negotiable financial items while adhering to all branch cash control policies and procedures. * Answer the telephone in a friendly and professional manner with a positive attitude of helping the customer. * Demonstrate exceptional teamwork to ensure branch team goals and individual goals are exceeded. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills * Stellar customer service skills * Ability to work with money transactions with high degree of accuracy * Ability to stand for extended periods of time and lift up to 25 pounds in coin or currency * Ability to learn and follow financial center operation and security procedures.

As a Builtwell CSR, you will be the first face in relationship building for our valued customers. As you interact with the majority of our customers entering our Financial Centers, you will warmly welcome each one of them with an inviting smile while serving their transaction needs and having meaningful conversations to identify any additional opportunities to fulfill their full financial needs. Job Duties and Primary Responsibilities: CSR responsibilities include, but are not limited to the following: * Represent Builtwell Bank with integrity inside the branch and in the community, and ethically work within established policies and procedures while delivering world class, second to none customer service. * Run an inside or drive-through teller window by providing paying and receiving transaction services to customers with accuracy, efficiency, professionalism , and personality in a fast paced environment. * Demonstrate knowledge of available products and services in order to answer customer inquiries. * Balance cash items, teller over/short report, and other negotiable financial items while adhering to all branch cash control policies and procedures. * Answer the telephone in a friendly and professional manner with a positive attitude of helping the customer. * Demonstrate exceptional teamwork to ensure branch team goals and individual goals are exceeded. Required Qualifications * High school diploma or GED Skills and Competencies * Basic computer skills * Excellent communication skills * Stellar customer service skills * Ability to work with money transactions with high degree of accuracy * Ability to stand for extended periods of time and lift up to 25 pounds in coin or currency * Ability to learn and follow financial center operation and security procedures.

Level 4 Answer incoming calls regarding the customer's loans, insurance claims, lien releases and more. This position will also respond to customer and third party requests and process insurance claims, lien releases and more. Must have demonstrated ability to communicate effectively both in oral and written communications especially over email, manage time effectively, work with a team, and follow up with customers to resolve issues. Candidates should have a positive attitude and willingness to provide great service to customers and fellow 21st Team Members. Business Unit - 21st Mortgage 21st Mortgage Privacy Policy

Customer Service Representative I The Customer Service Representative performs bank office activities including receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions. This position identifies and capitalizes on opportunities to refer new banking products and services to the appropriate business partner. The Customer Service Representative reports to the Office Manager and provides excellent service and support to customers and team members, while demonstrating the Company's values and supporting the mission. JOB DUTIES AND RESPONSIBILITIES: Perform bank office activities to include providing service and support to customers, receiving deposits, processing checks, disbursing funds and verifying the accuracy of transactions Guard against loss by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Identify fraudulent activity. Enter transactions in bank's recordkeeping system, recording all transactions and producing customer receipts Perform teller capture duties Balance cash drawer at end of shift Maintain a work area that protects all negotiables and confidential records Develop and grow knowledge of new and existing products and services Assist customers with account-related issues or concerns, recognizing when escalation is needed to improve the customer experience Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program Attend training as requested Participate in outside community activities as required Perform other duties as assigned REQUIRED QUALIFICATIONS: High School diploma or GED 1 year of previous customer service experience preferred Ability to serve customers in a courteous and professional manner Ability to build relationships with customers and internal teammates Basic organization and time management skills Ability to develop and maintain working knowledge of Bank products, services, policies, procedures, and systems Effective verbal and written communication skills Excellent interpersonal, critical thinking and problem-solving skills High standards for integrity, honesty, professionalism, and work ethic Commitment to service excellence Ability to work independently while demonstrating excellent organization and follow through Demonstrate flexible and efficient time management and ability to prioritize workload Ability and willingness to work with purpose and a strong sense of urgency Self-starter, positive and enthusiastic, with a desire to exceed expectations Maintain a professional demeanor at all times, using appropriate levels of confidentiality and discretion Ability to effectively work in collaboration with others Ability to work Saturdays on a rotating basis Ability to travel to other offices within region as scheduled Participation in community activities, as required Willing to grow and be challenged

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. JOB SUMMARY: The Customer Solution representative will be the escalation point to solve complex problems that are reported by customers and regulatory agencies and to communicate the progress of the solution to the reporting employee, regulatory agencies, and/or affected customer. The representative is responsible for ensuring all escalated customers and regulatory inquiries are resolved timely and efficiently to meet the highest service quality standards. The representative will fully track solutions and related communication activities and retain critical information concerning customer inquiries. The representative should be able to foresee, project, and recommend solutions to potential problems as well as identify broad impact issues within the company and work with all departmental management to prevent situations which cause negative customer relations. JOB DUTIES AND RESPONSIBILITIES: COMMUNICATION- 45% OF THE JOB Effectively communicates (written and verbal) with internal workgroups to resolve problems within established service levels Regularly communicates (written and verbal) with customers to obtain required information, set expectation for next contact and continues follow up with the customer until final resolution is determined Raises awareness of customer issues that may exceed service level Update submitters / regulators agencies of progress towards and completion of customers inquires Communicates recurring issues as appropriate ISSUE MANAGEMENT- 45% OF THE JOB Self-directed to solve escalated customer problems and selects appropriate solution path based on issue information Obtains additional information if required to define issue Document all activities and communications in issue management system Identifies root-cause of customer issue and recommends appropriate solution Able to manage multiple issues and ensure resolutions are resolved within service levels ADDITIONAL RESPONSIBILITIES AND PROCESS IMPROVEMENT- 10% OF THE JOB Identify opportunities and provide feedback relating to continuous company/ department improvement Works effectively as a team member Demonstrates Firstpower in attitude and relationships JOB REQUIREMENTS: Excellent written and verbal skills Ability to manage multiple problems effectively Knowledge of bank products and systems Ability to analyze problems, identify trends and recommend solutions Interpersonal skills to work with various levels of management and difficult customers JOB QUALIFICATIONS: Two to three years' experience in bank product service/operations. BA, BS degree or equivalent in experience Experience with banking products and systems Two years' experience written and verbal direct customer communications Hours Monday - Friday 9:30 AM - 6:00 PM 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

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. JOB SUMMARY: The Customer Solution representative will be the escalation point to solve complex problems that are reported by customers and regulatory agencies and to communicate the progress of the solution to the reporting employee, regulatory agencies, and/or affected customer. The representative is responsible for ensuring all escalated customers and regulatory inquiries are resolved timely and efficiently to meet the highest service quality standards. The representative will fully track solutions and related communication activities and retain critical information concerning customer inquiries. The representative should be able to foresee, project, and recommend solutions to potential problems as well as identify broad impact issues within the company and work with all departmental management to prevent situations which cause negative customer relations. JOB DUTIES AND RESPONSIBILITIES: COMMUNICATION- 45% OF THE JOB * Effectively communicates (written and verbal) with internal workgroups to resolve problems within established service levels * Regularly communicates (written and verbal) with customers to obtain required information, set expectation for next contact and continues follow up with the customer until final resolution is determined * Raises awareness of customer issues that may exceed service level * Update submitters / regulators agencies of progress towards and completion of customers inquires * Communicates recurring issues as appropriate ISSUE MANAGEMENT- 45% OF THE JOB * Self-directed to solve escalated customer problems and selects appropriate solution path based on issue information * Obtains additional information if required to define issue * Document all activities and communications in issue management system * Identifies root-cause of customer issue and recommends appropriate solution * Able to manage multiple issues and ensure resolutions are resolved within service levels ADDITIONAL RESPONSIBILITIES AND PROCESS IMPROVEMENT- 10% OF THE JOB * Identify opportunities and provide feedback relating to continuous company/ department improvement * Works effectively as a team member * Demonstrates Firstpower in attitude and relationships JOB REQUIREMENTS: * Excellent written and verbal skills * Ability to manage multiple problems effectively * Knowledge of bank products and systems * Ability to analyze problems, identify trends and recommend solutions * Interpersonal skills to work with various levels of management and difficult customers JOB QUALIFICATIONS: * Two to three years' experience in bank product service/operations. * BA, BS degree or equivalent in experience * Experience with banking products and systems * Two years' experience written and verbal direct customer communications Hours * Monday - Friday * 9:30 AM - 6:00 PM 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

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. **JOB SUMMARY:** The Customer Solution representative will be the escalation point to solve complex problems that are reported by customers and regulatory agencies and to communicate the progress of the solution to the reporting employee, regulatory agencies, and/or affected customer. The representative is responsible for ensuring all escalated customers and regulatory inquiries are resolved timely and efficiently to meet the highest service quality standards. The representative will fully track solutions and related communication activities and retain critical information concerning customer inquiries. The representative should be able to foresee, project, and recommend solutions to potential problems as well as identify broad impact issues within the company and work with all departmental management to prevent situations which cause negative customer relations. **JOB DUTIES AND RESPONSIBILITIES:** **COMMUNICATION- 45% OF THE JOB** + Effectively communicates (written and verbal) with internal workgroups to resolve problems within established service levels + Regularly communicates (written and verbal) with customers to obtain required information, set expectation for next contact and continues follow up with the customer until final resolution is determined + Raises awareness of customer issues that may exceed service level + Update submitters / regulators agencies of progress towards and completion of customers inquires + Communicates recurring issues as appropriate **ISSUE MANAGEMENT- 45% OF THE JOB** + Self-directed to solve escalated customer problems and selects appropriate solution path based on issue information + Obtains additional information if required to define issue + Document all activities and communications in issue management system + Identifies root-cause of customer issue and recommends appropriate solution + Able to manage multiple issues and ensure resolutions are resolved within service levels **ADDITIONAL RESPONSIBILITIES AND PROCESS IMPROVEMENT- 10% OF THE JOB** + Identify opportunities and provide feedback relating to continuous company/ department improvement + Works effectively as a team member + Demonstrates Firstpower in attitude and relationships **JOB REQUIREMENTS:** + Excellent written and verbal skills + Ability to manage multiple problems effectively + Knowledge of bank products and systems + Ability to analyze problems, identify trends and recommend solutions + Interpersonal skills to work with various levels of management and difficult customers **JOB QUALIFICATIONS:** + Two to three years' experience in bank product service/operations. + BA, BS degree or equivalent in experience + Experience with banking products and systems + Two years' experience written and verbal direct customer communications **Hours** + Monday - Friday + 9:30 AM - 6:00 PM **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.

The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. Essential Duties and Responsibilities: • Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. • Extensive client contact , involved in all activities that align with prospective and existing clients • Performs account maintenance including money transfer requests, address changes, etc. • Serves as liaison and between sales team, compliance, and other business lines throughout the firm • Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures • Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation • May attend client meetings, prospect meeting, and client/marketing events • Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. • Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support • Fulfill financial advisor requests and resolve service-related issues and inquiries • Process tasks and resolve issues in a timely and accurate manner • Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times • Maintain a focus on continuous improvement and provides feedback on system enhancements • Master technology to ensure it is being used to its full benefit 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: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred 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

The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. Essential Duties and Responsibilities: * Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. * Extensive client contact , involved in all activities that align with prospective and existing clients * Performs account maintenance including money transfer requests, address changes, etc. * Serves as liaison and between sales team, compliance, and other business lines throughout the firm * Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures * Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation * May attend client meetings, prospect meeting, and client/marketing events * Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. * Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support * Fulfill financial advisor requests and resolve service-related issues and inquiries * Process tasks and resolve issues in a timely and accurate manner * Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times * Maintain a focus on continuous improvement and provides feedback on system enhancements * Master technology to ensure it is being used to its full benefit 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: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred 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

The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems. **Essential Duties and Responsibilities** : - Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned. - Extensive client contact , involved in all activities that align with prospective and existing clients - Performs account maintenance including money transfer requests, address changes, etc. - Serves as liaison and between sales team, compliance, and other business lines throughout the firm - Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures - Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation - May attend client meetings, prospect meeting, and client/marketing events - Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment. - Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support - Fulfill financial advisor requests and resolve service-related issues and inquiries - Process tasks and resolve issues in a timely and accurate manner - Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times - Maintain a focus on continuous improvement and provides feedback on system enhancements - Master technology to ensure it is being used to its full benefit **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: 1. 0-2 years' experience required; 2-4 years' experience preferred 2. High School diploma required for consideration (or equivalent); Bachelors preferred 3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred 4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful 5. FINRA Licenses : Series 7, 66/63 preferred 6. Appropriate State Life & Health Insurance licenses preferred **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.

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 • Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested • Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested • Perform other duties and responsibilities as assigned SUPERVISORY 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 equivalent and 5+ years of experience or equivalent combination of education and experience. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required 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

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 - Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested - Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested - Perform other duties and responsibilities as assigned **SUPERVISORY 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 equivalent and 5+ years of experience or equivalent combination of education and experience. **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft Office suite **CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc)** None required **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.

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 * Assist in generating reports from banking systems and platforms, accurately compiling relevant data in alignment with line of business and reporting needs, if requested * Assist with the preparation of bank materials, such as presentations, reports, client communications, or product information packets to support relationship management and client engagement strategies, if requested * Perform other duties and responsibilities as assigned SUPERVISORY 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 equivalent and 5+ years of experience or equivalent combination of education and experience. COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office suite CERTIFICATES, LICENSES, REGISTRATIONS (Ex: CPA, Series 6 or 7 license, etc) None required 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

The Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client's daily transaction requirements and periodic needs for special services. The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct client-contact environment. The Mortgage Warehouse Client Specialist partners with other departments and/or outside agencies to resolve problems. Essential Duties and Responsibilities: Receive credit line advance requests from clients and verify accuracy and data integrity. Set-up mortgage loan collateral description as specified by clients. Perform loan advances in loan system and send out-bound wire transfer to recipients specified by clients. Provide wire tracking information as needed by clients. Receive in-bound wire transfers which represent repayment proceeds from secondary market loan purchasers. Interact with clients to determine which mortgage loans are being purchased by secondary market. Perform payment transactions in loan system as specified by clients. Receive and review collateral (original mortgage notes) from clients. Interact with clients to resolve collateral discrepancies/issues. Image collateral and file electronically in loan system. Perfect collateral by preparing and attaching bailee notices. Send perfected collateral to destination specified by clients. Receive and manage returned collateral. Perform EOD balancing of both monetary and collateral activity. Prepare and disseminate daily and monthly reports for internal and client use. Education and/or Work Experience Requirements: 0-2 years of general banking, transaction and customer support experience Accurate typing, spelling and grammar skills. Proficient with applicable computer software. Excellent written and oral communication skills. Analytical and customer support skills. Strong organizational skills. Strong customer service skills. Strong problem resolution skills. Decision making skills. Critical thinking skills Leadership skills. Physical Requirements: Precise hand/eye coordination Basic keyboarding or other repetitive motions 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

The Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client's daily transaction requirements and periodic needs for special services. The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct client-contact environment. The Mortgage Warehouse Client Specialist partners with other departments and/or outside agencies to resolve problems. **Essential Duties and Responsibilities:** + Receive credit line advance requests from clients and verify accuracy and data integrity. + Set-up mortgage loan collateral description as specified by clients. + Perform loan advances in loan system and send out-bound wire transfer to recipients specified by clients. + Provide wire tracking information as needed by clients. + Receive in-bound wire transfers which represent repayment proceeds from secondary market loan purchasers. + Interact with clients to determine which mortgage loans are being purchased by secondary market. + Perform payment transactions in loan system as specified by clients. + Receive and review collateral (original mortgage notes) from clients. + Interact with clients to resolve collateral discrepancies/issues. + Image collateral and file electronically in loan system. + Perfect collateral by preparing and attaching bailee notices. + Send perfected collateral to destination specified by clients. + Receive and manage returned collateral. + Perform EOD balancing of both monetary and collateral activity. + Prepare and disseminate daily and monthly reports for internal and client use. **Education and/or Work Experience Requirements:** + 0-2 years of general banking, transaction and customer support experience + Accurate typing, spelling and grammar skills. + Proficient with applicable computer software. + Excellent written and oral communication skills. + Analytical and customer support skills. + Strong organizational skills. + Strong customer service skills. + Strong problem resolution skills. + Decision making skills. + Critical thinking skills + Leadership skills. **Physical Requirements:** + Precise hand/eye coordination + Basic keyboarding or other repetitive motions **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.