Loan Documentation & Due Diligence Specialist

recruitment page; Birmingham (AL); On-site; USD 40,000 - 60,000; Full time

Job summary

ServisFirst Bank is seeking a Loan Specialist I - Due Diligence to assemble loan documentation for commercial and consumer loans in compliance with regulatory requirements and bank policy. The role requires accuracy under deadlines and the ability to process documents efficiently.

The incumbent will review pre-closing materials, clear exceptions, and ensure documentation is complete before forwarding to Doc Prep, while maintaining up-to-date records in core systems and adhering to applicable

Qualifications

• High school diploma or equivalent required.
• 1+ years of related experience preferred.
• Commercial and consumer loan documentation experience helpful.
• Experience working with no supervision while performing duties.
• Excellent organizational and time management skills, demonstrated by meeting deadlines.
• Experience working with Microsoft Word and Excel.

Responsibilities

• Review pre-closing nCino Doc Prep Memo and documentation to ensure all documents needed to process the loan have been received and address outstanding exceptions.
• Review in-house loan documentation for commercial, consumer and real estate loans in accordance with policy and regulatory requirements within 12 hours of receipt of documentation package.
• Ensure all internal systems (nCino, Footprints, etc.) are updated in a timely manner.
• Submit loan package to Doc Prep after satisfactory documentation review.
• Remain familiar with applicable compliance regulations and policies and ensure adherence.

Skills

Time management

Organizational skills

Attention to detail

Deadline-driven

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

ServisFirst Bank is seeking a Loan Specialist I - Due Diligence to assemble loan documentation for commercial and consumer loans in compliance with regulatory requirements and bank policy. The role requires accuracy under deadlines and the ability to process documents efficiently.

The incumbent will review pre-closing materials, clear exceptions, and ensure documentation is complete before forwarding to Doc Prep, while maintaining up-to-date records in core systems and adhering to applicable