Apply on Employer Site

ServisFirst Bank · 5 days ago

Loan Specialist II - Due Diligence

Birmingham, AL

Full-time

Onsite

Mid Level

3+ years exp

ServisFirst Bank is committed to providing quality service, and they are seeking a Loan Specialist II for Due Diligence. The role involves assembling loan documentation for commercial and consumer loans, ensuring compliance with regulatory requirements and bank policy, while maintaining accuracy under deadline pressure.

BankingFinanceFinancial Services

Responsibilities

Review submitted pre-closing nCino Doc Prep Memo or nCino Credit 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 moving to Doc Prep

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, to include complex loans

Utilize external websites and vendors to acquire information to complete required information for loan packages

Ensure all internal systems (nCino, Footprints, etc.) are updated in a timely manner

Upon satisfactory documentation completion of loan package, submit to Doc Prep for review

Train new hires and cross train all existing employees

Maintain process manual on shared drive and compose procedures for any new processes

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

Qualification

Loan documentation experienceCredit administration proceduresMicrosoft WordMicrosoft ExcelOrganizational skillsTime management skillsWork independently

Required

High school diploma or equivalent

Three (3) or more years of related experience

Extensive commercial and consumer loan documentation experience to include knowledge of collateral perfection and related regulations

Excellent understanding of credit administration procedures as demonstrated in previous position gathering and assembling loan documents

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

Company

ServisFirst Bank

ServisFirst Bank is a full service commercial bank focused on commercial banking, correspondent banking, cash management, private banking and the professional consumer market, emphasizing competitive products, state of the art technology and a focus on quality service.

Founded in 2005

Birmingham, Alabama, USA

501-1000 employees