Loan Specialist I - Booking
ServisFirst Bank•Birmingham, AL
•Onsite
About The Position
At ServisFirst, Our Name is Our Mission. The Loan Specialist I – Booking is responsible for reviewing commercial, consumer and real estate loan documentation and booking all loan details into the internal system. This position is also responsible for ensuring that all internal and external loan requirements are met.
Requirements
- High school diploma or equivalent
- One (1) or more years of related or similar experience
- Attention to detail, as demonstrated in previous experience reviewing documents for accuracy
- Ability to input accurately using a keyboard
- Experience using Microsoft Outlook, Word and Excel
Responsibilities
- Review loan documents for completeness, accuracy and adherence to the credit approval
- Request additional information from all regions on any un-bookable loan packages
- Book loans into the loan system within 24-48 hours of receipt utilizing the LaserPro to Jack Henry interface
- Note any missing documentation and gather all documents required to complete the booking process
- Add collateral and collateral document listing in Jack Henry
- Fund loan in Jack Henry
- Ensure loan fees are disbursed and processed correctly
- Prepare general ledger ticket items at time of booking and clear any GL exceptions the following day
- Disperse collateral documents to appropriate area for recording or tracking
- Review various reports to ensure accuracy of loan set up
- Code and input data into the loan systems
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
