Commercial Loan Assistant

Servisfirst Bank•Tampa, FL

6d•Onsite

About The Position

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.

Requirements

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
Experience working independently
Excellent organizational skills and ability to multi-task

Responsibilities

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 all aspects of 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
Review executed documents before forwarding to Loan Operations
Prepare booking instructions memo if applicable
Review booked loan to ensure compliance with approved terms
Reconcile internal GL accounts associated with appraisal fees and expenses
Create CIF records for new customers who have not yet opened a deposit account
Coordinate and assist customer, lender, and back office personnel in resolving loan servicing issues
Handle client requests including but not limited to advancing on lines of credit, setting up auto-debit, etc.
Monitor real estate secured loans to ensure ad valorem taxes are paid
Monitor insurance tracking reports and contact customer, lender, and/or insurance agent to obtain evidence of coverage
Call clients on past due accounts to request payments
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