Loan Specialist I - Due Diligence

Servisfirst Bank; Birmingham (AL); On-site; USD 42,000 - 62,000; Full time

Job summary

ServisFirst Bank is seeking a Loan Specialist I – Due Diligence in Birmingham, AL to assemble loan documentation for commercial and consumer loans in compliance with regulations and bank policy. You will ensure accuracy, meet deadlines, and support timely processing.

The role requires reviewing pre-closing documents, addressing exceptions, and keeping internal systems updated (nCino, Footprints). Strong organizational skills and proficiency in Word/Excel are expected to support efficient loan

Qualifications

• High school diploma or equivalent required.
• 1+ year of related experience.
• Experience with commercial and consumer loan documentation.
• Ability to work without supervision.
• Strong organizational and time management skills; capable of meeting deadlines.
• Proficiency with Word and Excel.

Responsibilities

• Review submitted loan documentation to ensure all required documents are received and address exceptions.
• Verify proper approvals for loan requests including collateral and fee waivers.
• Update internal systems such as nCino and Footprints in a timely manner.
• Submit reviewed packages to Doc Prep after documentation review.
• Adhere to compliance regulations and Bank policies in all duties.

Skills

Loan documentation

Regulatory compliance

Time management

Microsoft Word

Microsoft Excel

Education

High school diploma or equivalent

Tools

nCino

Footprints

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.

Regular Full-Time Birmingham, AL, US 1 Attachments

2 days ago Requisition ID: 2343

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

TheLoan Specialist I – Due Diligenceis responsible for assembling loan documentation for commercial and consumer loans in accordance with regulatory requirements and Bank policy. Loan packages must be completed accurately and forwarded for further processing in a timely manner to ensure quality service and minimize inconvenience to the customer. Because of market volatility and spikes in loan volume, the Loan Specialist I must be able to work under deadline pressure while still ensuring accuracy.

The incumbent will:

• Review submitted pre-closing nCino Doc Prep Memo and documentation to ensure all documents necessary to process the loan have been received and address all outstanding exceptions Review and clear existing collateral exceptions on renewal loans prior to releasing docs
• Ensure all loan requests include proper approval to include aggregate debt, floors and fee waiver approvals, Review in-house loan documentation for commercial, consumer and real estate loans in accordance with Bank policy and regulatory requirements within 12 hours of receipt of completed supporting documentation package
• Ensure all internal systems nCino, Footprints, etc. are updated in a timely manner
• Upon satisfactory documentation review completion of loan package, submit to Doc Prep for review
• 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 experience
• Commercial and consumer loan documentation experience to include knowledge of collateral perfection and related regulations
• Experience working with no supervision while performing duties
• Excellent organizational and time management skills, as demonstrated by experience meeting deadlines
• Experience working with Microsoft Word and Excel

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

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

• Sitting at a desk or workstation for long periods of time.
• Occasionally lifting and/or moving materials that weigh 1 to 25 pounds.
• Frequently typing using a keyboard and/or calculator.
• Normal office environment with constant comfortable temperatures and exposure to low noise level (e.g., faxes, phones, printers, etc.).