Southern First Bank · 2 months ago
Loan Administrative Executive Assistant, Atlanta
Atlanta, Georgia, United States
Full-time
Onsite
Entry Level
2+ years expSouthern First Bank is a financial institution based in the United States, seeking a Loan Administrative Executive Assistant. The role involves preparing loan closing packages, disbursing loan proceeds, coordinating with inspectors, and handling client inquiries in a timely manner.
BankingFinanceFinancial Services
Responsibilities
Prepare of loan closing packages, scheduling of loan closing dates and communications/correspondence with attorneys
Disburse of loan proceeds upon receipt of executed loan documents by way of official checks, wired funds or deposits to client accounts
Quote and process loan payoffs as requested by providing correct entries and issuing payment for any overage as needed
Coordinate with inspectors/appraisers in the disbursement of construction loan advances
Process payment of invoices and fees as needed
Ability to work directly with client if a loan officer is not available
Answer client inquiries which may require research as to payments, billing notices or loan documentation
Work and satisfy exceptions report to maintain minimum percentage of outstanding exceptions per loan volume
Provide loan department with copies of loan payoff requests in a timely manner, documentation to be filed in credit and real estate files
Provide assistance to other lenders if needed
Handle company funds
Complete other duties as assigned
Qualification
Required
High school diploma with previous banking and/or financial experience
Knowledge of banking terminology and procedures
Interpersonal skills to represent the Bank in a positive way in dealing with clients and other team members
Ability to adjust to change and a willingness to be a team player
Maintain regular consistent and professional attendance, punctuality and personal appearance
Ability to work independently and take initiative to exercise judgment and make decisions within scope of authority
Ability to solve problems using combination of intuition and analytics
Ability to think and act quickly and to follow procedures
Demonstrate high level of competency with secretarial duties and working knowledge of composing written communications
Knowledge of documentation and compliance regulations required for both business and consumer loans
Computer literate with word processors and ability to learn new programs as implemented for loan processing and client inquiry
Preferred
College experience in a business field of 2 to 4 years is preferable
Company
Southern First Bank
Southern First Bank is a bank that offers business and personal account services.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$30.18M2019-10-08Post Ipo Debt· $24M
2014-01-28Post Ipo Equity· $6.17M
1999-10-29IPO
Leadership Team
A
Art Seaver
CEO
Dave Favela
Chief Innovation Officer
Recent News
2025-10-28
SC Biz News
2025-09-25
2025-07-22
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