Lending Services Prep Scan and Index Account Specialist

Job Description

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 creang 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 responsibilies. The Account Specialist will process incoming and outgoing documents to make designated loan informaon available to users digitally by idenfying, 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 enthusiasc about a job well done.

Essential Duties and Responsibilities :

30% Productivity : Meets producvity goals within established me frames (measured by Service Level Agreements). Meets our strategic goal of reducon 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 :

Abilities :

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

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 www.FirstHorizon.com .

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