Loan Specialist I - Booking

recruitment page; Birmingham (AL); On-site; USD 40,000 - 52,000; Full time

Job summary

ServisFirst is seeking a Loan Specialist I – Booking to review commercial, consumer and real estate loan documents and book all loan details into the internal system.

You will utilize LaserPro and the Jack Henry interface, ensure compliance with regulations, gather missing documents, and complete bookings within 24–48 hours.

The role emphasizes accuracy, attention to detail, and collaboration with regions to keep loan pipelines moving smoothly in a dynamic environment.

Qualifications

• High school diploma or equivalent.
• One year or more of related experience.
• Attention to detail in reviewing documents for accuracy.
• Ability to input accurately using a keyboard.
• Experience using Microsoft Outlook, Word and Excel.

Responsibilities

• Review loan documents for completeness, accuracy and adherence to the credit approval.
• Book loans into the loan system within 24-48 hours of receipt using LaserPro to Jack Henry interface.
• Gather missing documents and ensure all required items are collected to complete booking.
• Add collateral and collateral document listings in Jack Henry; fund loan in Jack Henry.
• Prepare general ledger ticket items at booking and clear GL exceptions the next day.
• Disperse collateral documents to the appropriate area for recording or tracking.
• Review reports to ensure accuracy of loan setup and input data into loan systems.
• Follow compliance regulations and policies applicable to the position.

Skills

Attention to detail

Keyboard input

Microsoft Outlook

Microsoft Word

Microsoft Excel

Education

High school diploma or equivalent

Tools

LaserPro

Jack Henry

Job description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Loan Specialist I – Booking is responsible for reviewing commercial, consumer and real estate loan documentation and booking all loan details into the internal system. This position is also responsible for ensuring that all internal and external loan requirements are met.

The incumbent will:

• Review loan documents for completeness, accuracy and adherence to the credit approval
• Request additional information from all regions on any un-bookable loan packages
• Book loans into the loan system within 24-48 hours of receipt utilizing the LaserPro to Jack Henry interface
• Note any missing documentation and gather all documents required to complete the booking process
• Add collateral and collateral document listing in Jack Henry
• Fund loan in Jack Henry
• Ensure loan fees are disbursed and processed correctly
• Prepare general ledger ticket items at time of booking and clear any GL exceptions the following day
• Disperse collateral documents to appropriate area for recording or tracking
• Review various reports to ensure accuracy of loan set up
• Code and input data into the loan systems
• 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
• One (1) or more years of related or similar experience
• Attention to detail, as demonstrated in previous experience reviewing documents for accuracy
• Ability to input accurately using a keyboard
• Experience using Microsoft Outlook, Word and Excel

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

The physical requirements and environmental conditions of this position consist primarily of:

• Sustained sitting at a desk or workstation
• Frequent use of PC, including typing or sustained attention to monitor
• Frequent typing using a keyboard and/or calculator
• Occasional lifting of basic office files up to 25 lbs
• Normal office environment with comfortable internal temperatures and low level noise

EOE/AA