Client Associate

recruitment page; Birmingham (AL); On-site; USD 35,000 - 45,000; Full time

Job summary

ServisFirst is seeking a Client Associate to provide administrative support to Bank Officers, assist with client requests, schedule appointments, and gather loan documentation for various loans. The role involves coordinating resources, preparing reports, and ensuring compliance with applicable policies.

The ideal candidate will have a high school diploma or equivalent, administrative experience, and proficiency in Microsoft Office.

Qualifications

• High school diploma or equivalent; some college preferred.
• Administrative experience; financial services environment preferred.
• 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.

Responsibilities

• Interact directly with clients and vendors to obtain necessary loan documentation.
• Examine documents to identify missing, incomplete, or inconsistent information.
• Prepare and submit loan packages for underwriting, further approval, or closing.
• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business.
• Respond to telephone and email inquiries on behalf of the officer.
• Coordinate responses among multiple parties as needed, serving as a single point of contact.

Skills

Administrative experience

Microsoft Office proficiency

Education

High school diploma or equivalent

Tools

Microsoft Outlook

Word

Excel

PowerPoint

Job description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Client Associatepositionprovides 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 (ex., some officers manage their own calendars, some delegate to an assistant).

The incumbent will perform duties in the following areas:

• 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
• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Respond to telephone and email inquiries on behalf of the officer
• 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 office
• 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

• High school diploma or equivalent; some college preferred
• Administrative experience; financial services environment preferred
• 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

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 lifting of basic office files or equipment up to 20 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA