Client Associate

Job Description

Job Description

At ServisFirst, Our Name is Our Mission.

DUTIES AND RESPONSIBILITIES

The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the individual needs of officers, who require varying degrees of assistance depending on specialty (commercial loans, executives, management duties) and technical knowledge (ex., some officers manage their own calendars, some delegate to an assistant).

The incumbent will perform duties in the following areas :

• Interact directly with clients and vendors to obtain necessary loan documentation (title companies, attorneys, business owners, etc.)
• Examine documents to identify missing, incomplete, or inconsistent information such as signatures, notarization, initials, terms, etc.
• Prepare and submit loan packages for underwriting, further approval, or closing, depending on type of loan and needs of officer
• Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
• Respond to telephone and email inquiries on behalf of the officer
• Coordinate responses among multiple parties as needed, serving as a single point of contact
• Advise the officer of client requests and seek officer approval in cases of fee waivers, overdrafts, etc.
• Schedule events such as meetings, conferences, sales appointments, etc.
• Prepare reports and distribute as appropriate
• Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of office
• 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

PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS

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

EOE / AA