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ServisFirst Bank · 4 hours ago

Executive Assistant - Houston Region

Texas, United States

Full-time

Onsite

Entry Level

2+ years exp

ServisFirst Bank is committed to providing excellent customer service and support in the Houston region. The Executive Assistant will handle administrative tasks, coordinate loan documentation, and assist with marketing efforts while ensuring compliance with regulations.

BankingFinanceFinancial Services

Responsibilities

Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business

Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)

Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc

Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer

Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc

Schedule events such as meetings, conferences, sales appointments, etc

Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of officer

Coordinate responses among multiple parties as needed, serving as a single point of contact

Prepare and process expense reports for personnel

Prepare board reports for monthly meetings

Prepare and track monthly pipeline and other ad hoc reports

Order marketing supplies as needed and prepare and submit sponsorship and/or donation request forms to the marketing department for approval

Responsible for accounts payable and vendor management on a local level

Serve as liaison between local office and multiple other departments throughout the bank

Provide training and support for other Loan Assistants and new hires as applicable

Responsible for being familiar with all compliance regulations and policies that are applicable to this position and follow and ensure compliance with these regulations and policies

Qualification

Administrative experienceFinancial analysisCustomer serviceMicrosoft OutlookMicrosoft WordMicrosoft ExcelMulti-taskingCommunication skillsAttention to detailOrganizational skills

Required

High school diploma or equivalent

Minimum two (2) years of experience working with customers

Excellent written and verbal communication skills

Experience using Microsoft Outlook, Word and Excel

Experience in a position requiring attention to detail and data analysis

Excellent organizational skills and ability to multi-task

Preferred

some college preferred

financial services environment preferred

Experience in financial analysis, banking, lending or a related field preferred

Company

ServisFirst Bank

ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service.

Founded in 2005

Birmingham, Alabama, USA

501-1000 employees