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ServisFirst Bank

<div>At ServisFirst, Our Name is Our Mission. 
DUTIES AND RESPONSIBILITIES 
The Commercial Loan Assistant is responsible for coordinating the closing and servicing of the Region&rsquo;s loan portfolio. Assignments vary based upon current needs and directions from the Regional President and Commercial Banker. 
The incumbent will:<ul><li>
Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business</li><li>
Respond to client phone calls, inquiries and requests regarding accounts within 24 hours</li><li>
Coordinate all aspects of loan closings including but not limited to:<ul><li>
Requesting documents from Loan Operations</li><li>
Engaging counsel to represent the Bank</li><li>
Obtaining and reviewing due diligence items</li><li>
Reviewing draft loan documents to ensure compliance with approved terms</li><li>
Reviewing draft loan documents to ensure inclusion of Bank required language</li><li>
Engage or interact with title agents and insurance agents as applicable</li><li>
Prepare wire request forms to fund loan proceeds following closing</li><li>
Review executed documents before forwarding to Loan Operations</li><li>
Prepare booking instructions memo if applicable</li><li>
Review booked loan to ensure compliance with approved terms</li></ul></li><li>
Reconcile internal GL accounts associated with appraisal fees and expenses</li><li>
Create CIF records for new customers who have not yet opened a deposit account</li><li>
Coordinate and assist customer, lender, and back office personnel in resolving loan servicing issues</li><li>
Handle client requests including but not limited to advancing on lines of credit, setting up auto-debit, etc.</li><li>
Monitor real estate secured loans to ensure ad valorem taxes are paid</li><li>
Monitor insurance tracking reports and contact customer, lender, and/or insurance agent to obtain evidence of coverage</li><li>
Call clients on past due accounts to request payments</li><li>
Customer service tasks involving deposit account maintenance</li><li>
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</li></ul> 
Note: Reasonable accommodation may be made to enable otherwise qualified associates/applicants with disabilities to perform the essential functions of the job. 
Note: Additional duties and responsibilities may be assigned 
MINIMUM QUALIFICATIONS 
<ul><li>
High School diploma or equivalent</li><li>
Minimum ten (10) years&rsquo; related banking or financial services experience required</li><li>
Minimum five (5) years&rsquo; 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> 
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS 
The physical requirements and environmental conditions of this position consist primarily of: 
<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>
EOE/AA</div>

Commercial Loan Assistant

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ServisFirst Bank

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Commercial Loan Assistant