Commercial Loan Assistant

ServisFirst Bancshares
Charlotte
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 10+ yearsEducation: high_schoolSkills: ["Communication","Attention to detail","Organizational skills","Ability to multi-task","Independent work"]

Coordinate the closing and servicing of the region’s commercial loan portfolio, partnering with loan officers, loan operations, counsel, and third parties. Provide responsive customer relationship servicing, manage document requests and review for compliance with approved terms, prepare funding wire requests, and ensure executed materials are forwarded correctly. Reconcile GL accounts tied to appraisal fees, create CIF records for new customers, and assist teams in resolving loan servicing issues while following applicable compliance policies.

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ServisFirst Bancshares
ServisFirst Bancshares
3 months ago

Commercial Loan Assistant

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Last checked: 8 hours agoStatus: Live

Job Summary

Coordinate the closing and servicing of the region’s commercial loan portfolio, partnering with loan officers, loan operations, counsel, and third parties. Provide responsive customer relationship servicing, manage document requests and review for compliance with approved terms, prepare funding wire requests, and ensure executed materials are forwarded correctly. Reconcile GL accounts tied to appraisal fees, create CIF records for new customers, and assist teams in resolving loan servicing issues while following applicable compliance policies.
Location: Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Coordinate closing and servicing for the region’s loan portfolio, following direction from the Regional Credit Officer.
  • •Provide ongoing client relationship servicing and respond to client inquiries within 24 hours.
  • •Coordinate loan closings by requesting documents, engaging counsel, reviewing due diligence items and draft loan documents for compliance, and preparing funding wire requests.
  • •Coordinate and reconcile internal GL accounts related to appraisal fees and expenses, and create CIF records for new customers.
  • •Assist customer, lender, and back-office personnel in resolving loan servicing issues and ensure compliance with applicable regulations and policies.

Key Requirements

  • •High school diploma or equivalent.
  • •Minimum 10 years of related banking or financial services experience.
  • •Minimum 5 years of experience working with customers to research, resolve issues, and provide follow-up.
  • •Excellent written and verbal communication skills.
  • •Experience using Microsoft Outlook, Word, and Excel, with strong attention to detail and independent work ability.
Experience:10+ yearsBankingFinancial services
Education:High School
Skills:CommunicationAttention to detailOrganizational skillsAbility to multi-taskIndependent work
Tech Stack:Microsoft OutlookMicrosoft WordMicrosoft ExcelGLCIF

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