Client Services & Loans Coordinator

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

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.