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SouthState Bank · 2 days ago

Government Lending Annual Servicing Manager (FL, GA, AL, VA, NC, SC, TX, CO)

Winter Haven, FL

Full-time

Hybrid

Entry Level

$49K/yr - $78K/yr

1+ years exp

SouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The Government Lending Annual Servicing Manager is responsible for managing the annual servicing tasks for the bank's Government Loan Portfolio, including financial statement requests and compliance with servicing guidelines.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Request financial and other ancillary information from the Relationship Manager or Borrower directly to update the bank’s credit files

Spread the updated business and personal financial statements and completing a stand-alone and/or global cash flow analysis

Prepare the annual servicing memo per established SSB guidelines. Route the completed annual servicing memo along with the original credit approval memo from SSB or the legacy institution (only in instances where it is the initial annual servicing for the loan) to the SBA Credit Administrator

Follow up on questions and open items as needed with the SBA Servicing Manager, Relationship Manager, Borrower and or the SBA Credit Administrator

Submit risk rating changes via the current tracking system as adopted by the bank upon completion of the annual servicing

Weekly review of SBA 7(A) loan past due report with the SBA Credit Administrator to determine if certain loan relationships should be reviewed sooner than scheduled

Maintain a month by month work log for SBA Credit Administrator and Senior Management review

Update the SBA Credit Administrator on SSB Annual Servicing Metric compliance %

Assist the SSB SBA Administrative Team with credit related aspects of servicing memos on an as needed basis

1502 report reconciliation to make sure all loans that need to be serviced are on the master list

CLAR loans completed twice a year

May also be required to complete site visits to Borrower’s place of business as needed

Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with

Provide assistance to other employees by liaising with them through healthy and positive interactions

Be involved in performing marketing endeavors/efforts

Continuously update skills by participating in professional training

Seek opportunities to improve skills through cross-training offered by the Bank

All other tasks, responsibilities or duties, as directed by management

Qualification

SBA SOP knowledgeFinancial statement analysisMicrosoft ExcelMicrosoft WordBusiness English proficiencyMulti-tasking skillsInterpersonal skillsOrganizational skillsAttention to detailEffective listening

Required

A bachelor's degree in business, finance, or accounting is recommended in order to have a good understanding of financial statements and to make industry evaluations

At least one year of experience in related field

Knowledge of personal computer, Windows and Microsoft software applications is required

Must be able to prepare documents and compose business letters and memorandums

Must have good knowledge of business English, spelling and punctuation

Requires knowledge of office practices, procedures and general office machines

Excellent interpersonal skills

Working knowledge of the SBA SOP's

Proficient in Microsoft Excel and Word

Strong organization skills

High attention to detail

Cooperative and willing to assist coworkers and customers on a regular basis

Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others

Possesses multi-tasking skills and be able to function well under pressure

Ability to remain composed under pressure and respond to customer and coworker concerns regularly

Patience and willingness to help others in solving problems while maintaining a positive attitude