Administrative Assistant

ServisFirst Bank•Huntsville, AL

3h•Onsite

About The Position

The Administrative Assistant 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. The incumbent will perform duties in various areas including responding to inquiries, coordinating responses, advising officers on client requests, scheduling events, preparing reports, reserving resources, interacting with clients and vendors, examining documents for completeness, preparing and submitting loan packages, and ensuring compliance with all applicable regulations and policies. Reasonable accommodation may be made for individuals with disabilities.

Requirements

High school diploma or equivalent
Administrative experience
Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
Proficient with Microsoft Outlook, Word, Excel and PowerPoint
Experience coordinating shared resources and working successfully with team members
Knowledge of loan documents, approval process and general Bank policies and procedures
Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline

Nice To Haves

Some college preferred
Financial services environment preferred

Responsibilities

Respond to telephone and email inquiries on behalf of the officer
Coordinate responses among multiple parties as needed, serving as a single point of contact
Advise 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 appropriate
Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of officer
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 officer
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