Commercial Loan Closing & Servicing Specialist

recruitment page; Pensacola (FL); On-site; USD 55,000 - 65,000; Full time

Job summary

ServisFirst in Pensacola, FL seeks a Commercial Loan Assistant to coordinate the closing and servicing of the Region’s loan portfolio. The role emphasizes maintaining strong client relationships and ensuring compliance with bank policies.

Responsibilities include coordinating loan closings with bankers, requests for documents, counsel engagement, due diligence review, and ensuring proper loan language; handling account inquiries within 24 hours; and creating CIF records for new customers.

Qualifications

• High School diploma or equivalent
• Minimum ten (10) years’ related banking or financial services experience required
• Minimum five (5) years’ experience working with customers to research and resolve issues and provide follow-up as needed
• Excellent written and verbal communication skills
• Experience using Microsoft Outlook, Word and Excel
• Experience in a position requiring attention to detail, as demonstrated in previous experience balancing accounts, preparing reports, gathering required documents or similar
• Experience working independently
• Excellent organizational skills and ability to multi-task

Responsibilities

• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
• Coordinate loan closings with bankers, including document requests, counsel engagement, and due diligence review
• Coordinate & reconcile internal GL accounts associated with appraisal fees and expenses
• Create CIF records for new customers who have not yet opened a deposit account
• Coordinate and assist customer, lender, and back office personnel in resolving loan servicing issues
• 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
• Engage or interact with title agents and insurance agents as applicable
• Prepare wire request forms to fund loan proceeds following closing
• Review executed documents before forwarding to Loan Operations
• Prepare booking instructions memo if applicable
• Review booked loan to ensure compliance with approved terms

Skills

Relationship management

Customer service

Outlook

Word

Excel

Attention to detail

Independent work

Education

High School diploma

Tools

CRM software

Job description

ServisFirst in Pensacola, FL seeks a Commercial Loan Assistant to coordinate the closing and servicing of the Region’s loan portfolio. The role emphasizes maintaining strong client relationships and ensuring compliance with bank policies.

Responsibilities include coordinating loan closings with bankers, requests for documents, counsel engagement, due diligence review, and ensuring proper loan language; handling account inquiries within 24 hours; and creating CIF records for new customers.