Loan Specialist I - Booking

ServisFirst Bancshares
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Attention to detail","Accuracy","Data input"]

Review commercial, consumer, and real estate loan documentation for completeness and accuracy, ensure credit approval adherence, and book loan details into the internal system. Use LaserPro to Jack Henry interfaces to add collateral information, fund loans, and process loan fees. Maintain correct general ledger ticketing, clear GL exceptions, disperse collateral documents for tracking, and follow all applicable compliance regulations and policies.

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ServisFirst Bancshares
ServisFirst Bancshares
2 days ago

Loan Specialist I - Booking

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Review commercial, consumer, and real estate loan documentation for completeness and accuracy, ensure credit approval adherence, and book loan details into the internal system. Use LaserPro to Jack Henry interfaces to add collateral information, fund loans, and process loan fees. Maintain correct general ledger ticketing, clear GL exceptions, disperse collateral documents for tracking, and follow all applicable compliance regulations and policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Review loan documents for completeness, accuracy, and adherence to credit approval
  • •Request additional information for un-bookable loan packages and note missing documentation
  • •Book loans into the loan system within 24-48 hours using the LaserPro to Jack Henry interface
  • •Add collateral details in Jack Henry, fund loans, and ensure loan fees are disbursed and processed correctly
  • •Prepare and clear general ledger ticket items and review reports to ensure accurate loan setup, while following compliance policies

Key Requirements

  • •High school diploma or equivalent
  • •1+ years of related or similar experience
  • •Attention to detail when reviewing documents for accuracy
  • •Ability to input accurately using a keyboard
  • •Experience using Microsoft Outlook, Word and Excel
Experience:1+ years
Education:High School
Skills:Attention to detailAccuracyData input
Tech Stack:LaserProJack HenryMicrosoft OutlookMicrosoft WordMicrosoft Excel

Company Brief

ServisFirst Bancshares
Bank holding company for ServisFirst Bank, offering commercial banking services including deposits, lending, treasury management, and private banking. Serves businesses and individuals primarily across the southeastern United States.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Birmingham, United States
Founded: 2005
WebsiteLinkedIn