Commercial Loan Assistant
ServisFirst Bank · Asheville, NC · 3 wk ago
FinanceFull-time
Duties And Responsibilities
- Coordinate the closing and servicing of the Region’s loan portfolio.
- Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business.
- Respond to client phone calls, inquiries and requests regarding accounts within 24 hours.
- Coordinate with Bankers loan closings including but not limited to:
- Requesting documents from Loan Operations.
- Engaging counsel to represent the Bank.
- Obtaining and reviewing due diligence items.
- Reviewing draft loan documents to ensure compliance with approved terms.
- Reviewing draft loan documents to ensure inclusion of Bank required language.
- Engage or interact with title agents and insurance agents as applicable.
- Prepare wire request forms to fund loan proceeds following closing.
- Prepare booking instructions memo if applicable.
- Review booked loan to ensure compliance with approved terms.
- Cookordinate & reconcile internal GL accounts associated with appraisal fees and expenses.
- Coordinate and assist customer, lender, and back office personnel in resolving loan servicing issues.
Qualifications
- High School diploma or equivalent.
- Minimum ten (10) years’ related banking or financial services experience required.
- Minimum five (5) years’ experience working with customers to research and resolve issues and provide follow-up as needed.
- Excellent written and verbal communication skills.
- Experience using Microsoft Outlook, Word and Excel.
- Experience in a position requiring attention to detail, as demonstrated in previous experience balancing accounts, preparing reports, gathering required documents or similar.
- Excellent organizational skills and ability to multi-task.
Physical Requirements And Environmental Conditions
- Sustained standing and sitting.
- Frequent use of PC, including typing or sustained attention to monitor.
- Occasional lifting of basic office files or equipment up to 20 lbs.
- Normal office environment with comfortable internal temperatures and low level noise.