Executive Assistant Position Available In Montgomery, Alabama
Tallo's Job Summary: The Executive Assistant position at ServisFirst in Montgomery, AL involves providing customer service, handling administrative tasks, coordinating loan documentation, and assisting with marketing efforts. Responsibilities include maintaining client relationships, preparing loan packages, scheduling events, managing expenses, and ensuring compliance with regulations. The role requires a high school diploma, administrative experience, and proficiency in Microsoft Office.
Job Description
Executive Assistant
Regular Full-Time
Montgomery, AL, US 6 days ago
Requisition ID:
2042 At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Executive Assistant position provides support in the regions by providing customer service, handling administrative tasks, coordinating loan documentation and reports and assisting with marketing efforts. Daily duties and responsibilities vary based on the immediate needs of the assigned location.
The incumbent will:
Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
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
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.
Reserve and coordinate resources (conference rooms, catering, PCs, reports, presentations) on behalf of officer
Coordinate responses among multiple parties as needed, serving as a single point of contact
Prepare and process expense reports for personnel Prepare board reports for monthly meetings
Prepare and track monthly pipeline and other ad hoc reports Order marketing supplies as needed and prepare and submit sponsorship and/or donation request forms to the marketing department for approval
Responsible for accounts payable and vendor management on a local level
Serve as liaison between local office and multiple other departments throughout the bank Provide training and support for other Loan Assistants and new hires as applicable 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; some college preferred
Administrative experience; financial services environment preferred
Minimum two (2) years of experience working with customers
Experience in financial analysis, banking, lending or a related field preferred
Excellent written and verbal communication skills
Experience using Microsoft Outlook, Word and Excel
Experience in a position requiring attention to detail and data analysis
Excellent organizational skills and ability to multi-task
PHYSICAL REQUIREMENTS AND ENVIRONMENTAL CONDITIONS
The physical requirements and environmental conditions of this position consist primarily of: Sustained standing and sitting
Frequent use of PC, including typing or sustained attention to monitor Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
