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ServisFirst Bank · 1 day ago

Commercial Loan Assistant

Tampa, FL

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

ServisFirst Bank is committed to providing exceptional financial services. They are seeking a Commercial Loan Assistant responsible for coordinating the closing and servicing of the Region’s loan portfolio while providing ongoing relationship servicing with clients.

BankingFinanceFinancial Services

Responsibilities

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

Respond to client phone calls, inquiries and requests regarding accounts within 24 hours

Coordinate all aspects of loan closings including but not limited to:

Requesting documents from Loan Operations

Engaging counsel to represent the Bank

Obtaining and reviewing due diligence items

Reviewing draft loan documents to ensure compliance with approved terms

Reviewing draft loan documents to ensure inclusion of Bank required language

Engage or interact with title agents and insurance agents as applicable

Prepare wire request forms to fund loan proceeds following closing

Review executed documents before forwarding to Loan Operations

Prepare booking instructions memo if applicable

Review booked loan to ensure compliance with approved terms

Reconcile internal GL accounts associated with appraisal fees and expenses

Create CIF records for new customers who have not yet opened a deposit account

Coordinate and assist customer, lender, and back office personnel in resolving loan servicing issues

Handle client requests including but not limited to advancing on lines of credit, setting up auto-debit, etc

Monitor real estate secured loans to ensure ad valorem taxes are paid

Monitor insurance tracking reports and contact customer, lender, and/or insurance agent to obtain evidence of coverage

Call clients on past due accounts to request payments

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

Banking experienceCustomer service experienceAttention to detailMicrosoft OutlookMicrosoft WordMicrosoft ExcelMulti-taskCommunicationOrganizational skillsIndependent work

Required

High School diploma or equivalent

Minimum ten (10) years' related banking or financial services experience required

Minimum five (5) years' experience working with customers to research and resolve issues and provide follow-up as needed

Excellent written and verbal communication skills

Experience using Microsoft Outlook, Word and Excel

Experience in a position requiring attention to detail, as demonstrated in previous experience balancing accounts, preparing reports, gathering required documents or similar

Experience working independently

Excellent organizational skills and ability to multi-task

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