SouthState Bank · 3 weeks ago
Credit Analyst Intake Specialist - Part Time (Bartow, FL)
Bartow, FL
Part-time
Onsite
Entry Level
1+ years expSouthState Bank is a trusted financial partner known for combining personal relationships with forward-thinking solutions. The Credit Analyst Intake Specialist is responsible for providing support through the receipt, review, and analysis of Financial Statement Spread Requests submitted by the Commercial Lending Team, ensuring accuracy and thorough documentation.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
Act as the Administrative processer for financial statement spread requests submitted by the Commercial Lending Team
Accurate and thorough review and management of Financial Statement Spread Requests submitted to the Credit Analyst Team through nCino and Outlook emails
Accurate and thorough review and input of Borrowing Base Certificate/Marketable Securities requests submitted to the Credit Analyst Team through nCino and Outlook emails
Pull and upload CLEAR reports of relationships as submitted to the Credit Analyst Team through nCino and Outlook emails
Ensure spread requests have been submitted with proper and complete documentation
Assist in determining the complexity of the spread request at hand based upon review of the documentation provided
Could occasionally process correspondence, files, records, and perform other specific duties for management and the Credit Services team
Obtains additional information, as needed, to complete reports or gather information for internal or external audits as determined by management
Successfully works with teammates to collectively assist the Commercial Credit Analyst team in stated objectives and tasks
Works to create a constructive workplace environment that expands positive culture and enhances the Bank’s core values
Undertakes special projects related to job function as determined by the Commercial Credit Analyst Team Lead or the Director of Commercial Credit Analysts
Participates in community related activities
Ensures that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Provides aid to other employees by liaising with them through healthy and positive interactions
Continuously updates skills by participating in professional training and development
Seeks opportunities to improve skills through cross-training offered by the Bank
All other tasks, responsibilities, or duties, as directed by the Commercial Credit Analyst Team Lead or the Director of Commercial Credit Analysts
Aid 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
Required
High school diploma or equivalent with knowledge of the commercial lending process and one or two years of secretarial/administrative experience
Must be able to prepare documents and compose business letters and memorandums
Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Must have good knowledge of business English, including spelling and punctuation
Must possess basic English language skills to write and speak clearly, and effectively with coworkers and customers
Must be well-organized, accurate, and attentive to detail
Must be cooperative and willing to assist coworkers and customers on a regular basis
Must have 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
Must possess excellent multi-tasking skills and be able to function well under pressure
Must be able to remain composed under pressure and respond to customer and coworker concerns regularly
Must have a keen eye for detail and follow instructions to the letter
Must be patient and willing to help others in solving problems while always maintaining a positive attitude
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
Company data provided by crunchbase