<p>At ServisFirst, Our Name is Our Mission.</p> <p>DUTIES AND RESPONSIBILITIES</p> <p>The Commercial Loan Assistant is responsible for coordinating the closing and servicing of the Region's loan portfolio. Assignments vary based upon current needs and directions from the Regional Credit Officer.</p> <p>The incumbent will:</p> <ul> <li> <p>Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business</p> </li><li> <p>Respond to client phone calls, inquiries and requests regarding accounts within 24 hours</p> </li><li> <p>Coordinate all aspects of loan closings including but not limited to:</p> </li><li> <p>Requesting documents from Loan Operations</p> </li><li> <p>Engaging counsel to represent the Bank</p> </li><li> <p>Obtaining and reviewing due diligence items</p> </li><li> <p>Reviewing draft loan documents to ensure compliance with approved terms</p> </li><li> <p>Reviewing draft loan documents to ensure inclusion of Bank required language</p> </li><li> <p>Engage or interact with title agents and insurance agents as applicable</p> </li><li> <p>Prepare wire request forms to fund loan proceeds following closing</p> </li><li> <p>Review executed documents before forwarding to Loan Operations</p> </li><li> <p>Prepare booking instructions memo if applicable</p> </li><li> <p>Review booked loan to ensure compliance with approved terms</p> </li><li> <p>Reconcile internal GL accounts associated with appraisal fees and expenses</p> </li><li> <p>Create CIF records for new customers who have not yet opened a deposit account</p> </li><li> <p>Coordinate and assist customer, lender, and back office personnel in resolving loan servicing issues</p> </li><li> <p>Handle client requests including but not limited to advancing on lines of credit, setting up auto-debit, etc.</p> </li><li> <p>Monitor real estate secured loans to ensure ad valorem taxes are paid</p> </li><li> <p>Monitor insurance tracking reports and contact customer, lender, and/or insurance agent to obtain evidence of coverage</p> </li><li> <p>Call clients on past due accounts to request payments</p> </li><li> <p>Responsible 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</p> </li></ul> <p>Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job.</p> <p>Note: Additional duties and responsibilities may be assigned</p> <p>MINIMUM QUALIFICATIONS</p> <ul> <li>High School diploma or equivalent </li><li>Minimum ten (10) years' related banking or financial services experience required </li><li>Minimum five (5) years' experience working with customers to research and resolve issues and provide follow-up as needed </li><li>Excellent written and verbal communication skills </li><li>Experience using Microsoft Outlook, Word and Excel </li><li>Experience in a position requiring attention to detail, as demonstrated in previous experience balancing accounts, preparing reports, gathering required documents or similar </li><li>Experience working independently </li><li>Excellent organizational skills and ability to multi-task </li></ul> <p>PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS</p> <p>The physical requirements and environmental conditions of this position consist primarily of:</p> <ul> <li>Sustained standing and sitting </li><li>Frequent use of PC, including typing or sustained attention to monitor </li><li>Occasional lifting of basic office files or equipment up to 20 lbs </li><li>Normal office environment with comfortable internal temperatures and low level noise </li></ul> <p>EOE/AA</p>