Assistant Relationship Manager ARM

ServisFirst Bancshares
Charlotte
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Communication","Attention to detail","Organization","Multi-tasking"]

Conduct financial analysis for new and existing loan clients and prospects, supporting underwriting by generating spreads and term sheets and assessing credit strength to determine loan terms and repayment ability. Build loan request profiles in nCino, gather required financial documentation, and prepare approval memos and reporting on maturities and renewals. Assist officers and credit teams with collateral exceptions, system implementations, and maintain strict compliance with applicable regulations and policies.

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ServisFirst Bancshares
ServisFirst Bancshares
1 day ago

Assistant Relationship Manager ARM

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Conduct financial analysis for new and existing loan clients and prospects, supporting underwriting by generating spreads and term sheets and assessing credit strength to determine loan terms and repayment ability. Build loan request profiles in nCino, gather required financial documentation, and prepare approval memos and reporting on maturities and renewals. Assist officers and credit teams with collateral exceptions, system implementations, and maintain strict compliance with applicable regulations and policies.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Conduct financial analysis of credit requests for new and existing clients and prospects.
  • •Generate spreads, term sheets, and underwriting information for loan requests.
  • •Determine the strength/weakness of credit requests to help set loan terms and assess ability to repay.
  • •Build profiles and loan requests in nCino for approval and gather necessary financial information.
  • •Prepare approval memos, track maturities for renewals monthly, and assist with compliance and closing documentation processes.

Key Requirements

  • •Bachelor's degree in Finance, Accounting, or a related field
  • •Two (2) years of related experience
  • •Excellent written and verbal communication skills
  • •Experience using Microsoft Outlook, Word, and Excel
  • •Experience requiring attention to detail and data analysis; excellent organizational skills
Experience:2+ years
Education:Bachelor's
Skills:CommunicationAttention to detailOrganizationMulti-tasking
Tech Stack:NCinoMicrosoft 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