Client Associate

At ServisFirst, Our Name is Our Mission. Duties And Responsibilities The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant). The Incumbent Will Perform Duties In The Following Areas Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officerProvide ongoing relationship servicing with current clients to maintain goodwill and gain additional businessRespond to telephone and email inquiries on behalf of the officerCoordinate responses among multiple parties as needed, serving as a single point of contactAdvise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.Schedule events such as meetings, conferences, sales appointments, etc.Prepare reports and distribute as appropriateReserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of officeResponsible 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 Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. Note: Additional duties and responsibilities may be assigned Minimum Qualifications High school diploma or equivalent; some college preferredAdministrative experience; financial services environment preferredExperience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issuesProficient with Microsoft Outlook, Word, Excel and PowerPointExperience coordinating shared resources and working successfully with team members Knowledge of loan documents, approval process and general Bank policies and proceduresExcellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline Physical Requirements And Environmental Conditions The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sittingFrequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbsNormal office environment with comfortable internal temperatures and low level noise EOE/AA