Assistant Relationship Manager ARM

Servisfirst Bank; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

ServisFirst Bank in Charlotte, NC is seeking an Assistant Relationship Manager. You will conduct financial analysis for loan requests and support Bank Officers with underwriting, term sheets, and client communication.

The role involves building loan profiles in nCino, coordinating with Loan Officers, gathering financial data, and ensuring compliance with regulations. This full-time position requires a finance or accounting background and strong organizational skills.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• Two years of related experience.
• Excellent written and verbal communication skills.
• Experience using Microsoft Outlook, Word and Excel.
• Attention to detail and data analysis.
• Excellent organizational skills and the ability to multi-task.
• RMA and Moody training is a plus.

Responsibilities

• Conduct financial analysis of credit for new and existing clients and prospects.
• Generate spreads, term sheets, and other information for loan requests and conduct underwriting.
• Determine strength and/or weakness of credit requests to determine loan terms and repayment ability.
• Build profiles and loan requests in nCino for approval.
• Contact Loan Officers and/or clients to request financial information for analysis.
• Prepare memos outlining financial information for approvals.
• Track maturity for renewals monthly.
• Assist with closing process and documentation understanding.
• Attend sales appointments with Officers as requested.
• Work on term sheets/commitment letters as directed by supervisors.
• Assist Loan Officers and Credit Officers with various functions such as collateral exceptions and reporting.

Skills

Financial analysis

Underwriting

Data analysis

Attention to detail

Communication skills

Multi-tasking

Education

Bachelor’s degree in Finance, Accounting or related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Assistant Relationship Manager ARM

Regular Full-Time Charlotte, NC, US 1 Attachments

3 days ago Requisition ID: 2359

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Assistant Relationship Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.

The incumbent will:

• Conduct financial analysis of credit for new and existing clients and prospects
• Generate spreads, term sheets, and other information for loan requests and conduct underwriting
• Determine the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
• 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
• Prepare memos outlining financial information for approvals from the appropriate parties
• Track maturity for renewals monthly
• Be actively involved in understanding documentation and closing process
• Attend sales appointments with Officers as requested
• Work on term sheets / commitment letters as directed by supervisors
• Assist Loan Officers and Credit Officers with various functions needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
• 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

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

• Bachelor’s degree in Finance, Accounting or a related field
• Two (2) years of related experience
• Excellent written and verbal communication skills
• Experience using Microsoft Outlook, Word and Excel
• Experience in a position requiring attention to detail and data analysis
• Excellent organizational skills and ability to multi-task
• RMA and/or Moody training is a plus

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

• Sustained standing and sitting
• Frequent use of PC, including typing or sustained attention to monitor
• Occasional presentations requiring public speaking to small groups
• Occasional lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise