Relationship Manager Assistant: Credit & Analytics

Servisfirst Bank; Charlotte (NC); On-site; USD 55,000 - 85,000; Full time

Job summary

ServisFirst Bank in Charlotte, NC is seeking an Assistant Relationship Manager. You will conduct financial analysis for loan requests and support Bank Officers with underwriting, term sheets, and client communication.

The role involves building loan profiles in nCino, coordinating with Loan Officers, gathering financial data, and ensuring compliance with regulations. This full-time position requires a finance or accounting background and strong organizational skills.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• Two years of related experience.
• Excellent written and verbal communication skills.
• Experience using Microsoft Outlook, Word and Excel.
• Attention to detail and data analysis.
• Excellent organizational skills and the ability to multi-task.
• RMA and Moody training is a plus.

Responsibilities

• Conduct financial analysis of credit for new and existing clients and prospects.
• Generate spreads, term sheets, and other information for loan requests and conduct underwriting.
• Determine strength and/or weakness of credit requests to determine loan terms and repayment ability.
• Build profiles and loan requests in nCino for approval.
• Contact Loan Officers and/or clients to request financial information for analysis.
• Prepare memos outlining financial information for approvals.
• Track maturity for renewals monthly.
• Assist with closing process and documentation understanding.
• Attend sales appointments with Officers as requested.
• Work on term sheets/commitment letters as directed by supervisors.
• Assist Loan Officers and Credit Officers with various functions such as collateral exceptions and reporting.

Skills

Financial analysis

Underwriting

Data analysis

Attention to detail

Communication skills

Multi-tasking

Education

Bachelor’s degree in Finance, Accounting or related field

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

ServisFirst Bank in Charlotte, NC is seeking an Assistant Relationship Manager. You will conduct financial analysis for loan requests and support Bank Officers with underwriting, term sheets, and client communication.

The role involves building loan profiles in nCino, coordinating with Loan Officers, gathering financial data, and ensuring compliance with regulations. This full-time position requires a finance or accounting background and strong organizational skills.