Client Associate

ServisFirst Bank; English Village (AL); On-site; USD 36,000 - 48,000; Full time

Job summary

ServisFirst Bank is seeking a Client Associate in Birmingham, AL to provide administrative support to Bank Officers, handle client requests, schedule appointments and gather loan documentation for underwriting and closing. The role varies by region and officer needs, including commercial loans and management duties.

The candidate will also manage communications with clients, vendors and internal teams, ensuring accurate documentation, timely responses, and adherence to bank policies and

Qualifications

• High school diploma or equivalent; some college preferred.
• Experience interacting directly with clients/vendors/management; respond to requests and resolve issues.
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint.
• Experience coordinating shared resources and working with team members.
• Knowledge of loan documents, approval process and general bank policies and procedures.
• Excellent organizational and time management skills.

Responsibilities

• Interact directly with clients and vendors to obtain loan documentation.
• Examine documents to identify missing or inconsistent information.
• Prepare and submit loan packages for underwriting or closing.
• Provide ongoing relationship servicing to current clients.
• Respond to telephone and email inquiries on behalf of the officer.
• Coordinate responses among multiple parties as a single point of contact.
• Advise the officer of client requests and seek approval for fees or overdrafts.
• Schedule meetings, conferences, and appointments.
• Prepare reports and distribute as appropriate.
• Assist with compliance regulations and policies.

Skills

Client interaction

Time management

Team coordination

Loan documents knowledge

MS Office

Education

High school diploma or equivalent

Some college preferred

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

PowerPoint

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.

Client Associate

Regular Full-Time Birmingham, AL, US 1 Attachments

8 days ago Requisition ID: 2358

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
• 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