Administrative Assistant

ServisFirst Bank•Pensacola, FL

12h•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 building profiles and loan requests in nCino, contacting clients for financial information, generating reports, tracking loan maturities, and assisting with the documentation and closing process. They will also assist clients with account selection, opening new accounts, and responding to inquiries. This role involves coordinating responses, advising officers on client requests, scheduling events, preparing reports, and reserving resources. Additionally, the Administrative Assistant will interact with clients and vendors, examine documents for completeness, and prepare loan packages for underwriting or closing. A key responsibility is to be familiar with and ensure compliance with all applicable regulations and policies.

Requirements

High school diploma or equivalent
Four (4) years of related 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

Build profiles and loan requests in nCino for approval
Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
Track maturity for renewals monthly
Be actively involved in understanding documentation and closing process
Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
Assist clients in their selection of various accounts, products and financial services available from the Bank
Make decisions in regard to the opening of new accounts; assigning account numbers; completing forms requiring client signature(s); checking credit history; accepting initial deposits; preparing all documents and items pertaining to checking accounts, savings accounts and certificates of deposit for processing
Respond to telephone and email inquiries on behalf of the office
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