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SouthState Bank · 1 day ago

Loan Assistant Team Lead

Bushnell, FL

Full-time

Hybrid

Senior Level

5+ years exp

SouthState Bank is a trusted financial partner known for its commitment to helping customers move forward. The Loan Assistant Team Lead will oversee multiple loan assistants, ensuring efficient workflow and adherence to policies, while providing guidance and support to foster team development and performance.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Providing guidance and support to the team, including daily activities and long-term horizon growth

Oversees work distribution to ensure all Loan Assistants within the region are working at optimal levels

Conducts performance reviews and manages performance of Loan Assistants through collaboration with Bankers to ensure Loan Assistants are providing necessary support for optimum efficiency

Monitors exception report, past due report, insurance tracking, and corporate learning assignments for their assigned market/team, to ensure compliance with operational policies and procedures

Role may include the responsibilities of a Loan Assistant with a smaller number of Relationship Managers to support. Based on size of team, could be in a Leadership role only

Provide back-up support to other Loan Assistants to cover PTO requests, and absences

Leadership skills are utilized to organize and lead the team through challenging work environments

Primary source of information for team members as issues arise around loan processing cycle

You will collaborate with deal teams and other stakeholders to enhance customer service and streamline processes

This role could involve managing complex loan applications, conducting quality control reviews, and addressing any issues that arise during the loan processing cycle

If applicable, maintain clear and effective communication with lenders (up to 1-2), and other stakeholders throughout the loan process

Provide exceptional client service through offering assistance and responding to questions and requests for information

Notify clients of any issues or discrepancies that may arise and assist in resolving them

Advocate our culture by providing prompt, efficient, and exceptional customer service

Build internal and external relationships with customers

Demonstrate a commitment to the Company’s core values

Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals

Participate with community organizations and in community projects

Actively participate in learning and development for continued personal and professional development

Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met

Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets