Lending Services Prep Scan And Index Account Specialist

Lending Services Prep Scan And Index Account Specialist

Location: On site at location listed in job posting.

At First Horizon, 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.

Position Overview: The Lending Services Prep Scan and Index Account Specialist is responsible for mail, imaging, and collateral document vault filing responsibilities. The Account Specialist will process incoming and outgoing documents to make designated loan information available to users digitally by identifying, preparing, scanning, indexing, and delivering incoming mail and other documents. The Account Specialist will also be responsible for alphabetically and numerically filing physical and digital documents and files in various vault repositories. This role will support the Prep/Scan/Index and Vault Teams. The Prep/Scan/Index area receives and images all loan closing documents, checks, and correspondence to start the workflow in Lending Services. The Vault Team manages the safekeeping of both physical and digital documents and files.

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

Essential Duties and Responsibilities:

• 30% Productivity: Meets productivity goals within established time frames (measured by Service Level Agreements). Meets our strategic goal of reduction in expenses year over year.
• 30% Service Quality: Delivers on our service promise in Lending Services (measured by Service Level Agreements, customer feedback, error reports).
• 20% Risk Management: Quality and accuracy (measured by various auditors). Ensuring sound risk management and internal controls are met.
• 20% Lives Our Company Values: Embraces change and ensures an inclusive, positive work climate.

Areas of Responsibility Include:

• Responsible for ensuring proper receipt of daily documents
• Responsible for routing mail to appropriate team or person in Lending Services
• Responsible for timely and accurate delivery of mail
• Responsible for the accurate placement of documents in ARX daily
• Responsible for the accurate placement (alphabetically and numerically) of documents in the collateral vaults daily
• Maintain compliance with policy and procedures
• Work with others to ensure that the entire team's work is within SLA
• Assist with onboarding new employees
• Responsible for all other duties as assigned

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

Knowledge:

General banking products or lending knowledge

Skills:

• Strong written and verbal communications skills
• Teamwork/teambuilding skills
• General office skills including but not limited to:
• Typing
• Filing (alphabetically and numerically)
• Use of applicable technology (ARX, ALS, FDR, Hogan, etc.)
• High attention to detail
• Concentrate on work in spite of distractions
• Strong computer skills (Word, Excel, Outlook)
• Strong organizational and prioritization skills are needed

Abilities:

• Ability to organize documents and files alphabetically and numerically
• Ability to follow procedures and to handle multiple tasks
• Ability to respond quickly to problem situations
• Ability to work efficiently and independently
• Ability to work in a fast-paced environment with high volume of work and minimal errors
• Ability to work under pressure and remain calm and pleasant
• Ability to work well with others in a team setting, but also be accountable for individual tasks
• Ability to adapt to frequent change
• Ability to prioritize and reprioritize
• Physical Requirements:
• Ability to safely and successfully perform the essential job functions consistent with or without the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
• Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards
• Must be able to lift and carry up to 30 lbs
• Ability to work in small/confined spaces
• Ability to climb and descend step ladders for filing purposes

Hours: Monday - Friday 8:00 AM - 4:30

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.

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

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.