First Horizon Bank · 3 days ago
Specialized Lending Account Manager
Houston, TX
Full-time
Onsite
Mid Level
3+ years expFirst Horizon Bank is a leading regional financial services company dedicated to delivering a seamless customer experience. The Specialized Lending Account Manager will perform daily operational duties for the syndicated/participated, SBA, and Energy loan portfolios, ensuring accurate funding and maintaining loan records.
BankingFinanceFinancial ServicesRisk Management
Responsibilities
Coordinate applicable funding with partner banks to ensure funding occurs as agreed. Create accurate notices and fund subsequent loan advances in accordance with terms of credit agreement. Ensure funding entries are balanced and processed accordingly in ACBS
Monitor/Analyze daily reports to ensure records are maintained according to the activity of the borrower’s loan record
Set up SOFR tranches and Letters of Credit on the Loan Accounting System according to pricing information received from borrower or lead bank
Monitor all incoming notices from partner banks. Compare notice against Loan Source System for discrepancies. Research discrepancies and contact appropriate personnel with partner bank for resolution as needed. Update loan system accordingly to ensure proper financial reporting of bank balances and interest/fee income
Monitor all incoming wires, identify and process as required (e.g. – Swap, Bonds, Syndicated or Participated loans, etc)
Check work previously submitted to confirm completeness and accuracy
Manually calculate and prepare bills for internal customers as may be required
Manually calculate and prepare bills for related fees (i.e. – unused commitment fees, annual administrative fees etc.). Monitor the collection of the fees and ensure they are posted to the Loan Source System or appropriate GL account accordingly for proper reporting of bank income
Manually notify partner banks of all internal pricing changes and analyze incoming pricing changes from partner banks - ensure that the Loan Source System is updated accordingly, per the terms of the Credit Agreement
Interact with lending staff and serve as relationship representative on behalf of the Bank with all partner banks to identify and resolve operational issues
Prioritize individual daily workload to meet established deadlines
Properly store and maintain all activity electronically, included but not limited to all information related to pricing changes, re-pricing and any required manual calculations
Other duties as assigned
Qualification
Required
Strong working knowledge of SBA loan servicing and 1502 reporting
Excellent verbal, written, and interpersonal communication skills
Team player able to work effectively in a team fostered, multi-tasking environment
Exceptional computer, internet and software application skills
Exceptional client service skills
Impeccable customer service and customer centric focus
Strong analytical and problem-solving skills
Excellent verbal and written communication skills across all levels of the organization
Proficient computer skills, especially Microsoft Office applications, such as Excel
Attention to detail and ability to identify potential issues and escalate as needed
Comfort with ambiguity
Bachelor's degree in finance or related discipline required
3 – 5 years of previous experience in syndicated loan portfolio processing and servicing
Preferred
Knowledge of ACBS loan system a plus
Benefits
Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
Company
First Horizon Bank
First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Hope Dmuchowski
Chief Financial Officer
Ben Hopper
Senior Vice President, Head of Consumer Distribution and ATM Strategy
Recent News
2026-01-17
EIN Presswire
2026-01-16
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