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
High school diploma or equivalent; some college preferred
Administrative experience; financial services environment preferred
Experience interacting directly with clients/vendors/management/directors responding to requests and researching/resolving issues
Proficient with Microsoft Outlook, Word, Excel and PowerPoint
Experience coordinating shared resources and working successfully with team members
Knowledge of loan documents, approval process and general Bank policies and procedures
Excellent organizational and time management skills, as demonstrated in experience handling multiple tasks and client requests within deadline
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
EOE/AA
$33k-44k yearly est. Auto-Apply 4d ago
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Portfolio Manager
Servisfirst Bancshares 4.0
Servisfirst Bancshares job in Birmingham, AL
At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties. The incumbent will:
* 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 the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
* Build profiles and loan requests in nCino for approval
* Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
* Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
* Prepare memos outlining financial information for approvals from the appropriate parties
* Track maturity for renewals monthly
* Be actively involved in understanding documentation and closing process
* 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 needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
* Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed
* 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
* Bachelor's degree in Finance, Accounting or a related field
* 5-10 years' experience 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
* RMA and/or Moody training is a plus
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 presentations requiring public speaking to small groups
* Occasional lifting of basic office files or equipment up to 20 lbs
* Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
$57k-89k yearly est. 33d ago
Mortgage Retail Sales Consultant
Wells Fargo 4.6
Birmingham, AL job
About this role: Wells Fargo is seeking an Mortgage Retail Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role, you will: * Participate in soliciting residential mortgages from various sources
* Produce high quality loans which are compliant and provide excellent customer service
* Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
* Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
* Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
* Understand real estate appraisals, title reports, and real estate transactions
* Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
* Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
* Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
* Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Basic Microsoft Office skills
* Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources
* Excellent verbal, written, and interpersonal communication skills
* Mortgage industry experience
* Knowledge and understanding of sales prospecting and generating referrals
* Experience developing and cultivating professional relationships
* Customer service experience
Job Expectations:
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* Ability to lift 20+ pounds
* Reliable transportation
* Ability to work nights, weekends, and/or holidays as needed or scheduled
Posting End Date:
5 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$32k-40k yearly est. 4d ago
Mortgage Underwriter
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Mortgage Underwriter is responsible for the timely and accurate underwriting of all mortgage loan files according to bank and investor guideline and compliance regulations.
The incumbent will:
Underwrite mortgage loans to ensure compliance with bank and investor guidelines
Assess loan attributes and documentation for soundness and accuracy
Evaluate debt ratio, loan-to-value ratio, credit score, and appraisal to meet investor guidelines
Review and analyze appraisals to ensure loan risk is acceptable to bank and investor guidelines
Determine and document loan conditions, requirements, and decisions
Evaluate Loan Estimate (LE) for accuracy and compliance with RESPA and TRID
Utilize an Automated Underwriting System (AUS) or predetermined guidelines to underwrite loans
Stay abreast of Private Mortgage Insurance (PMI) guidelines and order PMI as necessary
Maintain knowledge of all applicable underwriting guidelines
Review legal and regulatory compliance documents for accuracy
Provide strong and clear communication to other mortgage department personnel and borrowers regarding documents needed for mortgage loan files to ensure quick turnaround time
Provide guidance to processors regarding procedures and requirements
Assist closing/post-closing personnel to ensure loan is purchased by investor
Perform administrative duties such as faxing, photocopying, filing and phone support as necessary
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
Five (5) years of mortgage lending experience
Three (3) years of mortgage underwriting experience
Previous experience using automated underwriting technology preferred
Basic knowledge of bank operations and products
Basic knowledge of federal and state banking compliance regulations, and other Bank operational policies
Knowledge of federal and state regulations regarding lending and related consumer disclosure requirements
Excellent knowledge of agency and investor guidelines
Effective oral, written and interpersonal communication skills with the ability to carry out instructions, understand procedures and write correspondence
Proficient in Microsoft Outlook, Word and Excel
Excellent customer service and time management skills
Ability to multitask, as shown in previous experience completing tasks under time constraints
Good organizational skills
Good data entry/keyboarding and math skills
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
Frequent typing using a keyboard and/or calculator
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
$42k-57k yearly est. 28d ago
Credit Card Support Specialist
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Credit Card Support Specialist provides support to current clients by researching and resolving escalated customer service issues, setting up new accounts and collecting documentation as necessary. In addition, the position provides ongoing support to agent banks by coordinating credit card program details, conduct agent bank training and assist banks with promoting the program to existing and potential customers.
The incumbent will:
Handle research and escalated calls and emails from Consumer and Private Banking clients. Issues include but are not limited to: researching declines, increasing limits, researching payments and posting payments
Determine where and how to apply incorrect payments
Gather required documents for commercial accounts and input all new consumer and commercial applications
Make outbound calls and emails as necessary to collect required documentation
Send collection reports to officers; make collection calls to clients as requested by officers
Coordinate payment efforts for clients in collections
Reconcile payments on accounts and post payment files to system
Assist agent banks with creating and distributing marketing materials as well as create training guides, tutorials and develop training presentations for agent banks
Travel to multiple states providing onsite training for agent banks
Develop agent bank websites and application links
Perform back up duties for Correspondent Banking Client Services Representatives as needed
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
Bachelor's degree in finance, business, marketing or a related field
Two (2) years of customer service experience
Previous banking experience preferred
Marketing experience preferred
Web development experience is a plus
Proficient in Microsoft Outlook, Word, Excel, PowerPoint and mainframe
Experience handling highly confidential and sensitive material in a professional manner
Basic knowledge of related federal and state banking compliance regulations and other Bank operational policies
Effective organizational and time management skills
Effective oral, written and interpersonal communication skills with the ability to carry out instructions, understand procedures and compose correspondence
Ability to accurately type using a keyboard
Ability to deal with difficult issues involving multiple facets and variables
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 presentations requiring public speaking to small groups
Occasional lifting of basic office files or equipment up to 20 lbs
Occasional travel out of state
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
$36k-57k yearly est. Auto-Apply 24d ago
Treasury Management Sales Officer
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Treasury Management Sales Officer is responsible for developing business relationships with clients; promoting business for the Bank by providing exceptional quality customer service; and assisting in achieving established Bank goals through active participation in sales management as well as providing leadership, training and support to less experienced bank personnel. The Treasury Management Sales Officer will focus in particular on Treasury Management products, responding to referrals and serving as a subject matter expert in support of a full range of services offered to clients.
The incumbent will:
Establish and provide training and service programs to orient clients in the operation and maintenance of Treasury Management products
Demonstrate services and products to prospects, when appropriate, through personal meetings or as part of a coordinated, multi-product sales presentation
Serve as liaison between current and potential clients and the Bank to resolve questions regarding Treasury Management products and services
Attend sales meetings and contribute as appropriate
Keep abreast of changes which might affect sales in assigned territory
Maintain account records, prepare sales call reports and ensure the accuracy of agreements
Initiate client relationships and also accompany relationship sales officer/manager on selling missions
Secure and renew orders, arrange delivery dates and coordinate order fulfillment of other treasury management products
Maintain contact with and service key accounts
Promote satisfactory client relations via follow-up and check-in calls
Work closely with bank personnel to ensure prompt service to clients
Provide field technical services to clients in compliance with service contract requirements
Provide banking solutions to clients by cross-selling appropriate products
Assist in preparation of proposals for new and existing contracts
Visit clients within assigned territory and address engineering or servicing problems
Conduct and/or attend quarterly Treasury Management departmental meetings
Conduct supervisory responsibilities in accordance with the organization's policies and applicable laws, including employee selection, appraisal, and management
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
Bachelor's degree preferred
Five (5) or more years of related experience
Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers preferred
Working knowledge of Microsoft Outlook, Word, Excel and PowerPoint
Previous Internet Banking and Deposit Operations experience preferred
Knowledge of bank operations and products as well as basic accounting
Excellent customer service skills
Ability to deal with difficult issues involving multiple facets and variables in non-standardized situations
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 presentations requiring public speaking to small groups
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA
$103k-130k yearly est. 16d ago
Summer Internship
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Credit Analyst Intern is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval, as well as to determine terms of the loan.
The incumbent will:
Assist in updating electronic credit files by imaging related loan and financial documents
Assist in conducting financial analysis and underwriting of credit for new loan requests and loan maturities
Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements
Assist in determining the strength and/or weakness of the client's credit to determine the terms of the loan
Run reports that show past or current maturities and request necessary information
Generate and compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration auditing
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
Undergraduate student majoring in Finance, Accounting, Economics or a related field
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
Ability to work independently with little supervision
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
EOE/AA
$23k-30k yearly est. 9d ago
Lead Commercial Banking Business Development Representative
Wells Fargo Bank 4.6
Birmingham, AL job
About this role:
Wells Fargo is seeking a Lead Commercial Banking Business Development Representative for clients with annual revenue of $25MM to $2B supporting the Alabama / Mississippi market as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com
In this role, you will:
Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity
Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking
Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives
Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues
Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships
Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect
Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects
Required Qualifications:
5+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
Completion of formal credit training program
Commercial banking account relationship management experience for clients with annual revenue of $25MM to $2B
Established local in-market network with demonstrated knowledge of the Birmingham metro area and the broader Alabama / Mississippi market
Demonstrated experience working collaboratively to deliver the organization to clients and prospects
Demonstrated experience generating new client relationships, building and retaining long-term client relationships
Experience identifying and mitigating risk, ensuring compliance with processes and procedures
Excellent verbal, written, and interpersonal communication skills
Job Expectations:
This position is not eligible for Visa sponsorship
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Ability to travel up to 30 percent of the time
#CommercialBanking
Location:
1901 6th Avenue North, Suite 400 - Birmingham, Alabama 35203
Posting End Date:
30 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$29k-44k yearly est. 60d+ ago
Data Governance Analyst (Regulatory Reporting)
Synovus Financial Corp 4.7
Homewood, AL job
Provides technical expertise and supports activities related to data architecture for reporting services, and design expertise in data warehouses, data marts, and business intelligence enterprise reporting. Works with large and moderately complex data sets to evaluate, recommend, and support the implementation of business strategies. Identifies and compiles data sets using a variety of tools to help predict, improve, and measure the success of key business-to-business outcomes. Develops tools and processes to maintain a common, firm-wide data standard. Implements norms for creation and maintenance of common data dictionaries. Supports and maintains strategies to reduce data redundancy, increasing the consistency, quality, and confidence of data used for decision making. Works closely with team members on the daily execution of deliverables and assists less experienced team members as needed.
Job Duties and Responsibilities
* Provides technical expertise and supports activities related to data architecture for reporting services, and design expertise in data warehouses, data marts, and business intelligence enterprise reporting. Identifies ways to increase the use of business intelligence within the firm, designing end-to-end business intelligence solutions that provide insights and information for key decision-makers.
* Ensures alignment with Synovus business architecture and strategy. Participates in and supports new business intelligence initiatives related to supported business area. Participates in meetings with managers and subject matter experts to define and gather requirements and overall objectives.
* Works cross functionally with varying data owners across the organization to support the implementation of processes and procedures to ensure that governance, stewardship, transparency and control of Synovus data assets is maintained at all times.
* Participates in testing of appropriate toolsets for data governance processes. Builds an enterprise data asset map and data dictionary. Works with Engineering to establish gating, data utilization policies, and external agency guidelines.
* Executes system testing. Participates in the analysis and reconciliation of data and reporting projects and initiatives delivery. Maintains and reports all relevant product, site and customer metrics and applies findings to develop appropriate goals and projections. Creates documentation on data requests as they are fulfilled to include validation, testing and user acceptance.
* Identifies opportunities for Master Data Management to standardize data definitions. Implements accurate and complete metadata. Identifies and exploits opportunities for enhanced Business Intelligence that align with the company's business architecture and strategy
* Serves as a liaison between internal business customers and Information Technology on tactical projects building a close working relationship with all partners. Participates in new business intelligence initiatives related to the supported business area. Participates in meetings with managers and other subject matter experts to define and gather requirements and objectives.
* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
* Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education:
* Bachelor's degree in computer science, information systems, or a related field or an equivalent combination of education and experience.
Minimum Experience:
* Five years of experience in Information technology including collecting business requirements related to usage of data, performing data mapping and conducting data quality assessments and developing, utilizing and writing new automation.
Required Knowledge, Skills, & Abilities:
* Understanding of reporting and/or visualization tools (e.g., Tableau, SSRS, SQL Server)
* Knowledge of a variety of technologies, data models, and insights across all relevant data sources
* Understanding of Governance principles
* Understands concepts like data mining, extraction and analysis as it pertains to a specific bank pillar (e.g., Commercial, Retail, Wealth)
* Analytical and critical thinking skills
* Ability to quickly shift between technology stacks
* Ability to mentor and train team members
* Strong verbal and written communication skills
Preferred Knowledge, Skills, & Abilities
* Experience in one or more Synovus lines-of-business
* Experience in the banking/financial services industry
* Data Governance Expertise
* Knowledge of data governance frameworks (e.g., DAMA-DMBOK).
* Experience with data quality management (accuracy, completeness, timeliness).
* Familiarity with metadata management and data lineage tools (Collibra, Informatica, Alation).
Regulatory Reporting Knowledge
* Understanding of Category 4 LFI requirements (FR Y-9C, FFIEC, Basel principles).
* Ability to map data to regulatory reporting schemas.
* Awareness of data privacy and compliance standards (GDPR, GLBA).
Technical Skills
* SQL proficiency for data validation and extraction.
* Experience with data platforms (Databricks, Snowflake, or similar).
* Knowledge of ETL/ELT processes and pipeline development.
Risk & Controls
* Ability to design and monitor data controls for regulatory compliance.
* Familiarity with audit and exam processes for financial institutions.
Communication & Collaboration
* Strong ability to translate technical concepts into business language.
* Experience working with cross-functional teams (Risk, Finance, IT).
#LI-SR1
$61k-81k yearly est. 19d ago
Financial Systems Analyst
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As administrator, they provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. This position offers best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform.
The incumbent will:
Prepare reports by collecting, analyzing and summarizing information
Provide support to internal end-users of different systems
Work with management to prioritize business and information needs
Identify project requirements by interviewing business stakeholders, analyzing operations, determine project scope and documenting results
Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvements
Works under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues
May manage small projects requiring some coordination and/or contribution to task forces or project teams
Interpret data, analyze results using statistical techniques and provide ongoing reports
Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
Acquire data from primary or secondary data sources and maintain databases/data systems
Identify, analyze, and interpret trends or patterns in complex data sets
Filter and “clean” data by reviewing computer reports, printouts, and performance indicators to locate and correct code problems
Locate and define new process improvement opportunities
Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
Maintain and utilize the test environment
Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
Research changes in upcoming versions of nCino and other integrated applications
Provide recommendations when necessary to enhance efficiency and productivity
Develop and maintain report folders, dashboards, etc. to improve system usability
Maintain a holistic view of all business processes and users in the system to understand cross functional impacts regarding configuration, process, workflow and reporting
Lead user requirement sessions and document user requirements to address changing business needs
Take lead responsibility for the implementation of any statement of work for new functionality
Troubleshoot system issues by opening tickets and monitoring for resolution
Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
Understand existing system reports, the functionality of each and how they support management initiatives
Create ad hoc reports as requested by management, sales and operations staff
Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders
Change Management
Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices
Maintain records of all changes made to applicable systems including date change implemented and required approval for change
Maintain library of all business rules / credit policies
Maintain document libraries. Build custom documents, letters, email templates as requested
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
BS in Mathematics, Economics, Computer Science, Information Management or Statistics
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Adept at queries, report writing and presenting findings
Fully proficient in Microsoft Office (Word, Excel and PowerPoint)
Familiarity with Salesforce and/or nCino
Familiarity with AS400 (IBM i Series)
Problem solving and investigative skills
Excellent organization and time management skills
Report writing, including charts, graphs, etc.
Aptitude for math and the ability to review and understand numeric data, graphs and statistics
Detailed and thorough
Able to work equally well on self-managed or team-oriented projects
Proactive and adaptable
Excellent communication skills - must be able to translate complex issues to multiple levels in the organization
Ability to multi-task, prioritize, and work accurately, flexibly and efficiently under pressure
Analytical mind with a problem-solving aptitude
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 and/or moving equipment weighing up to 50 lbs
Normal office environment with comfortable internal temperatures and low-level noise
EOE/AA
$57k-78k yearly est. 24d ago
Loan Specialist II - Due Diligence
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Loan Specialist II - Due Diligence is responsible for assembling loan documentation for commercial and consumer loans in accordance with regulatory requirements and Bank policy. Loan packages must be prepared accurately and forwarded for further processing in a timely manner in order to ensure quality service and minimize inconvenience to the customer. Because of market volatility and spikes in loan volume, the Loan Specialist II must be able to work under deadline pressure while still ensuring accuracy.
The incumbent will:
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
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
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
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.).
EOE/AA
$27k-63k yearly est. 20d ago
Lead Commercial Banking Relationship Manager
Wells Fargo 4.6
Birmingham, AL job
About this role: Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to join our team, focused on serving companies across Alabama and Mississippi with annual revenues typically up to $100 million, who will bring strong credit expertise and deep product knowledge to drive new business development and build a high-quality portfolio. Learn more about the career areas and business divisions at wellsfargojobs.com
In this role, you will:
* Drive strategic customer selection by focusing on companies with annual revenues typically up to $100 million, aligning with growth objectives and market opportunity
* Proven ability to develop and grow client relationships through a well-established professional network in markets across Alabama and Mississippi, supporting targeted business development and client acquisition efforts
* Execute proactive customer engagement strategies to build comprehensive C&I relationships
* Acquire, deepen, and retain client relationships through a disciplined and strategic outreach approach
* Build comprehensive, cross-product relationships with core C&I prospective clients to drive long-term value
* Position Wells Fargo as the primary or sole banking partner by developing holistic client relationships
* Deliver proactive strategic guidance, insights, and thought leadership to add value and strengthen client partnerships
* Leverage CRM tools effectively to manage and track customer and prospect interactions
* Maintain accurate and complete relationship records to ensure visibility and continuity across teams
* Document client engagement and calling activity in a timely and precise manner
* Apply a disciplined approach to pipeline management to drive consistent business development results
* Collaborate with internal partners to identify and recommend best-fit solutions tailored to client needs
* Foster strong, cross-functional partnerships to enhance client experience and deliver integrated solutions
Required Qualifications:
* 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
* Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management
* Completion of formal credit training program
* Commercial banking account relationship management experience for companies with annual revenues typically up to $100 million
* Established local in-market network with demonstrated knowledge of markets across Alabama and Mississippi
* Demonstrated experience generating new client relationships, building and retaining long-term client relationships
* Ability to drive new client acquisition by partnering across teams to cross-sell solutions, prioritize prospects, develop pursuit strategies, craft proposals, and lead onboarding through successful conversion
* Experience identifying and mitigating risk, ensuring compliance with processes and procedures
* Proven experience managing commercial banking relationships with a focus on client growth and retention
* Excellent verbal, written, and interpersonal communication skills
* Strong time management, organizational, and prioritization skills
* Self-motivated and able to work independently with minimal supervision
* Proven ability to build and maintain effective internal partnerships across functional teams
* History of successful sales pipeline management and consistent performance
* Strong in-market presence with an established network to support business development efforts
Job Expectations:
* This position is not eligible for Visa sponsorship
* Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
* Ability to travel up to 50 % of the time
#CommercialBanking
Location:
* 1901 6th Avenue North- BIRMINGHAM, AL 35203
Posting End Date:
30 Jan 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$44k-75k yearly est. 3d ago
Relationship Banker - Tannehill - Birmingham, AL
Wells Fargo 4.6
Bessemer, AL job
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
+ Participate in building relationships with customers and spend time understanding required needs
+ Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
+ Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
+ Present recommendations for resolving inquiries and service requests regarding customers' accounts
+ Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
+ Provide information to internal partners and external sources to further enhance the customer experience
+ Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
+ Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
+ Provide self-service digital banking options to customers
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
+ 1+ year of building and maintaining effective relationships with customers and partners
**Desired Qualifications:**
+ Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
+ State Insurance license(s)
+ Customer service focus with experience handling transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Strong verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
+ Ability to make client calls and actively participate in the sales development process
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer- coaching
+ Experience assessing customer needs and recommending products/services to fulfill those needs
+ Experience using business acumen to provide financial services consultation to small business customers
+ Knowledge and understanding of financial services consumer lending products
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting End Date:**
22 Jan 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-513934
$21k-25k yearly est. 1d ago
Manager, Tax Accounting & Reporting
Synovus Financial Corp 4.7
Homewood, AL job
Manage the Company's accounting for income taxes (ASC740) and related disclosures, including SEC, regulatory and ad hoc/internal reporting of tax matters, as well as the operation of associated internal controls. Manage external service provider's filing of the Company's tax compliance obligations. Ensure compliance with tax accounting principles and reporting standards by keeping knowledgeable of current accounting/regulatory developments and law changes, and monitor business transactions for tax accounting and reporting implications. Contribute to the identification, design and implementation of process and technology improvements within the tax function.
Job Duties and Responsibilities
* Tax Accounting & Reporting - Manage the quarterly/annual ASC 740 tax provision process and related financial statement disclosures. Review tax calculations prepared by staff, including calculations of the effective tax rate, deferred tax assets and liabilities, valuation allowances, uncertain tax positions and tax account reconciliations. Improve the tax accounting function by developing and/or implementing best practices, recommending process improvements, and optimizing the tax department's use of technology.
* Tax Compliance - Work with Synovus' external service provider to ensure timely filing of the company's federal and state income tax filings, including the review of tax returns and supporting calculations. Oversee the calculation and remittance of quarterly estimated taxes as well as the settlement of inter-company tax obligations, ensuring inter-company tax settlements are handled timely and accurately in accordance with company policy and regulatory guidelines.
* Tax Research - Research tax technical matters as needed, documenting conclusions and advising company management on the tax consequences of various business transactions. Monitor emerging federal and state tax issues and law changes, and communicate their impact on the company's tax calculations.
* Tax Planning/Strategy - Help develop and implement strategies to minimize the company's effective tax rate and optimize it's cash tax liabilities.
* Income Tax Audits - Supports federal and state income tax audits as needed, gathering supporting documentation and liaising with tax authorities.
* SOX/Intrernal Controls - Ensures operation of internal controls during the quarterly/annual tax reporting and tax compliance processes, maintaining adequate documentation of the Tax Department's compliance.
* Regulatory - Perform various calculations and provide data necessary to draft tax disclosures in the FDIC Call Report and capital stress testing scenarios. Assists in the periodic examination of tax matters by banking regulators.
* Manages the annual performance management and merit processes for direct and indirect reports. Coaches and develops team members and builds a work environment where team members are engaged and feel a positive sense of achievement about their role in the company. Works closely with Human Resources regarding employee relations, compensation, training, posting and filling vacant positions and other Human Resources related matters.
* Performs other duties as required.
Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education:
* Bachelor's degree in Accounting, Finance or related business discipline required
Minimum Experience:
* 7 years minimum experience in Corporate Taxation and Financial Accounting/Consolidations.
Certifications:
* CPA required
Required Knowledge, Skills, & Abilities:
* 7+ years corporate tax experience, with strong emphasis on tax accounting
* Extensive experience with OneSource tax provision software
* Experienced in the SEC requirements for reporting by public companies
* Knowledgeable of the requirements of ASC 740; guidance for accounting for income taxes
* Experience in financial reporting for consolidated companies and budgeting process
* Knowledgeable of federal taxation of corporations and partnerships, multi-state taxation and related concepts
* Knowledge of banking transactions and financial products
* Proficient in the use of Microsoft Office Suite of products or similar business software
* Knowledgeable of Regulatory Reporting of tax matters including FDIC Call report, Basel III, Federal Reserve Tax Sharing Guidelines.
* Detail oriented and ability to multitask
Preferred Knowledge, Skills, & Abilities:
* Proficient in performing research using the CCH tax research software or similar product
#LI-CW1
#LI-Hybrid
$68k-88k yearly est. 58d ago
Mortgage Banker - Tuscaloosa
Synovus Financial Corp 4.7
Tuscaloosa, AL job
This is a 100% commission job. Provides lending services to the real estate community by serving and identifying financial needs. Promotes mortgage products to clients. Develops loan referrals and repeat loan business. Job Duties and Responsibilities:
* Calls on current affiliates, realtors, and builders to solicit mortgage loans.
* Networks with agents, attorneys and CPA's to develop referral base.
* Executes loan application process in full, and assists processor in gathering information needed to approve the loan.
* Participates in community activities in order to keep contacts fresh and better understand the local real estate market.
* Negotiates competitive fees and rates for the various loan programs.
* Generates new ideas to facilitate productivity and enhance customer service.
* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
* Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an equal opportunity employer committed to fostering an inclusive work environment.
Minimum Education:
* Associate's degree in related field, or an equivalent combination of education and experience
Minimum Experience:
* 1+ years experience in a mortgage loan sales capacity
Certifications or Licenses:
This position requires successful registration and issuance of a unique identification number from the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE ACT). Registration must be accomplished within an established timeframe after initial employment and includes a nationwide finger print check.
Required Knowledge, Skills, & Abilities:
* Knowledge of and ability to interpret real estate laws, regulations, policies and compliance
* Demonstrated understanding of mortgage products, services and guidelines necessary to generate real estate loans
* Registration with the Nationwide Mortgage Licensed System (NMLS) or ability to be registered within 30 days of employment (pass nationwide fingerprint check)
* Ability to maintain a positive attitude and professional image
* High level of customer service and attention to detail; excellent communication skills
* Works independently and must be a self-starter
* Ability to utilize good judgment and make sound decisions quickly
* General working knowledge of Microsoft Word and Excel Applications
* Good computer skills
Preferred Knowledge, Skills, & Abilities:
* Active Mortgage Originator with a pipeline
$21k-25k yearly est. 60d+ ago
Financial Systems Analyst
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Financial Systems Analyst serves as loan origination system administrator and prepares reports by collecting, analyzing and summarizing information. Financial Systems Analysts is responsible for monitoring performance and quality control plans to identify improvements. As administrator, they provide technical strategy and direction to ensure that the application is effectively implemented and managed across our Sales, Marketing, Technical Services and Support, and Operations. This position offers best practices and recommendations for process integration, application development, deployment and ongoing enhancements of the platform.
The incumbent will:
Prepare reports by collecting, analyzing and summarizing information
Provide support to internal end-users of different systems
Work with management to prioritize business and information needs
Identify project requirements by interviewing business stakeholders, analyzing operations, determine project scope and documenting results
Create and maintain databases and management reports; analyze and interpret data to identify anomalies, trends and opportunities for improvements
Works under limited to moderate supervision to analyze and solve mildly complex operational and systems-related issues
May manage small projects requiring some coordination and/or contribution to task forces or project teams
Interpret data, analyze results using statistical techniques and provide ongoing reports
Develop and implement databases, data collection systems, data analytics and other strategies that optimize statistical efficiency and quality
Acquire data from primary or secondary data sources and maintain databases/data systems
Identify, analyze, and interpret trends or patterns in complex data sets
Filter and “clean” data by reviewing computer reports, printouts, and performance indicators to locate and correct code problems
Locate and define new process improvement opportunities
Create and manage custom objects, fields, formulas, validation rules, custom workflow, and approval processes
Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports and complex dashboards
Maintain and utilize the test environment
Maintain user roles and profiles, security settings, access settings etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)
Research changes in upcoming versions of nCino and other integrated applications
Provide recommendations when necessary to enhance efficiency and productivity
Develop and maintain report folders, dashboards, etc. to improve system usability
Maintain a holistic view of all business processes and users in the system to understand cross functional impacts regarding configuration, process, workflow and reporting
Lead user requirement sessions and document user requirements to address changing business needs
Take lead responsibility for the implementation of any statement of work for new functionality
Troubleshoot system issues by opening tickets and monitoring for resolution
Perform routine review of code, configuration, data, and usage to ensure long term viability, integrity, and adoption
Understand existing system reports, the functionality of each and how they support management initiatives
Create ad hoc reports as requested by management, sales and operations staff
Keeps management apprised of project status and creates a system to allow for the continuous flow of information among all business stakeholders
Change Management
Responsible for understanding and keeping abreast of regulatory changes that impact applicable systems and loan origination practices
Maintain records of all changes made to applicable systems including date change implemented and required approval for change
Maintain library of all business rules / credit policies
Maintain document libraries. Build custom documents, letters, email templates as requested
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
BS in Mathematics, Economics, Computer Science, Information Management or Statistics
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
Adept at queries, report writing and presenting findings
Fully proficient in Microsoft Office (Word, Excel and PowerPoint)
Familiarity with Salesforce and/or nCino
Familiarity with AS400 (IBM i Series)
Problem solving and investigative skills
Excellent organization and time management skills
Report writing, including charts, graphs, etc.
Aptitude for math and the ability to review and understand numeric data, graphs and statistics
Detailed and thorough
Able to work equally well on self-managed or team-oriented projects
Proactive and adaptable
Excellent communication skills - must be able to translate complex issues to multiple levels in the organization
Ability to multi-task, prioritize, and work accurately, flexibly and efficiently under pressure
Analytical mind with a problem-solving aptitude
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 and/or moving equipment weighing up to 50 lbs
Normal office environment with comfortable internal temperatures and low-level noise
EOE/AA
$57k-78k yearly est. Auto-Apply 20d ago
Summer Internship
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Credit Analyst Intern is responsible for determining the creditworthiness of potential clients based on financial statements, borrowing history and market conditions. The analyst uses tools such as financial models, credit reports and key ratios to prepare appraisals which are provided for purposes of loan review and approval, as well as to determine terms of the loan.
The incumbent will:
Assist in updating electronic credit files by imaging related loan and financial documents
Assist in conducting financial analysis and underwriting of credit for new loan requests and loan maturities
Contact Loan Officers to request necessary financial information for analysis such as balance sheets, tax returns and financial statements
Assist in determining the strength and/or weakness of the client's credit to determine the terms of the loan
Run reports that show past or current maturities and request necessary information
Generate and compile various monthly reports including but not limited to past due loans, maturing loans, collateral exception reports, outstanding appraisal fees, loan type summaries and internal credit administration auditing
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
Undergraduate student majoring in Finance, Accounting, Economics or a related field
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
Ability to work independently with little supervision
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
EOE/AA
$23k-30k yearly est. Auto-Apply 60d+ ago
Loan Specialist II - Due Diligence
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Loan Specialist II - Due Diligence is responsible for assembling loan documentation for commercial and consumer loans in accordance with regulatory requirements and Bank policy. Loan packages must be prepared accurately and forwarded for further processing in a timely manner in order to ensure quality service and minimize inconvenience to the customer. Because of market volatility and spikes in loan volume, the Loan Specialist II must be able to work under deadline pressure while still ensuring accuracy.
The incumbent will:
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
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
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
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.).
EOE/AA
$27k-63k yearly est. Auto-Apply 18d ago
Personal Banker I - Tuscaloosa Plaza
Synovus Financial Corp 4.7
Tuscaloosa, AL job
Entry-level banking role to build proficiency in transactional, and service functions. Operates as a multi-functional team member with the ability to process transactions, provide optimum service, and consult in an advisory role to maximize the sales potential of every interaction. Processes transactions accurately and efficiently while simultaneously introducing products, services and digital options that meet customer needs and encourages customers to expand their relationship with Synovus. Identifies customer needs as well as cross-selling and up-selling opportunities. Expands and retains customer relationships and contributes to the financial growth of the branch. Serves as the first line of defense in preventing fraud and mitigating risk. Demonstrates passion for delighting customers by living the Customer Covenant every day. On average, spends approximately 80% of time performing transactional functions and 20% of time performing servicing functions.
Job Duties and Responsibilities
* Proactively and pleasantly greets customers to establish a connection and develop rapport, providing outstanding, personalized customer service. Lobby Leadership, welcoming and greeting customers as they enter the branch, providing a warm and friendly atmosphere.
* Assesses customer needs, shares and educates in alignment with the digital strategy and directs them to the appropriate service areas or banking representatives.
* Executes a variety of customer transactions in accordance with applicable policies and procedures, and with a high level of accuracy and efficiency while maximizing the sales potential of every interaction. Assists customers with inquiries and provides issue resolution in a professional and composed manner. Thanks each customer for their business and treats every individual as a valued Synovus customer. Assists customers with routine inquires regarding account balances and account information. Cashes checks and processes withdrawals, pays out money after verification of signatures and balances. Prepares official checks and money orders. Refers customer to an officer for authorization to cash check when needed.
* Counts, checks and packages coins and currency. Balances cash drawer at the end of the day and reports any discrepancies. Checks the night depository bags and records information. Accepts retail and commercial deposits, verifies cash and endorsements and provides customer with a receipt. Accepts savings deposits and withdrawals, verifies signatures.
* Optimizes the customer relationship referring customer to branch team members and/or Synovus partners for cross selling opportunities. Listens carefully to customers to understand their financial priorities and promotes bank products, digital options and services accordingly. Promotes Synovus products such as consumer deposits, loans, IRAs, certificate of deposits, and credit cards. Performs proactive outreach to customers and prospects during sales campaigns and promotions. Utilizes the Sales Management system to capture and track referrals.
* Participates in daily kick-off and huddle activities, weekly sales meetings, and sales and training activities. Supports sales campaigns and bank initiatives and products as assigned and shares specific product information and sales tips. Champions the digital strategy and utlizes, shows and engages customers with the in-branch digital tools.
* Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk. Maintains a high level of awareness to recognize and report suspected fraud. Follows the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion. Completes compliance and other assigned training on time.
* Demonstrates professionalism in appearance, punctuality, and behavior. Maintains a clean, organized work area.
* Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
* Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Synovus is an equal opportunity employer committed to fostering an inclusive work environment.
Minimum Education:
High school diploma or equivalent
Minimum Experience:
Six months of customer service, sales or other related work experience or completion of one year of college/vocational school in lieu of work experience.
Required Knowledge, Skills, & Abilities:
* Knowledge of bank operations, policies and procedures and federal bank regulations
* Knowledge of bank products and services
* Strong customer service skills
* Aptitude for consultative selling
* Strong listening and comprehension skills to be able to identify customer financial needs, goals and objectives
* Strong interpersonal skills to establish rapport with customers
* Careful attention to detail with ability to manage time and multi-task
* Mathematical skills
* Proficiency using Microsoft Office software products
Preferred Knowledge, Skills, & Abilities:
* Experience with cash handling is preferred.
* Knowledge of bank operations, policies and procedures and federal bank regulations
* Knowledge of bank products, services, policies and procedures
$22k-27k yearly est. 30d ago
Portfolio Manager
Servisfirst Bank 4.0
Servisfirst Bank job in Birmingham, AL
Job Description
At ServisFirst, Our Name is Our Mission.
DUTIES AND RESPONSIBILITIES
The Portfolio Manager is responsible for conducting financial analysis of credit for loan requests as well as assisting Bank Officers by performing the following duties.
The incumbent will:
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 the strength and/or weakness of credit requests to determine the terms of the loan and ability to repay
Build profiles and loan requests in nCino for approval
Contact Loan Officers and/or clients to request necessary financial information for analysis such as balance sheets, tax returns, financial statements, etc.
Generate reports to determine past or current maturities that are not yet cleared and request any necessary information
Prepare memos outlining financial information for approvals from the appropriate parties
Track maturity for renewals monthly
Be actively involved in understanding documentation and closing process
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 needed such as clearing collateral exceptions, reporting information, implementing new systems, etc.
Serve as a resource for junior Credit Analyst/Assistant Relationship Managers and provide training as needed
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
Bachelor's degree in Finance, Accounting or a related field
5-10 years' experience 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
RMA and/or Moody training is a plus
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 presentations requiring public speaking to small groups
Occasional lifting of basic office files or equipment up to 20 lbs
Normal office environment with comfortable internal temperatures and low level noise
EOE/AA