SouthState Bank · 3 weeks ago
Loan Assistant III
Tampa Kennedy
Full-time
Onsite
Senior Level
5+ years expSouthState Bank is a trusted financial partner with deep community roots and a commitment to helping customers. The Loan Assistant III is responsible for directing the timely processing and fulfillment of commercial loans, ensuring compliance with regulations, and providing expert guidance to junior staff.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
Assist in tracking and management of a pipeline of increased loan volume and/or loan complexity, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines
May be asked to coach, mentor or train others as a subject matter expert
Prioritize tasks effectively to meet processing goals and customer expectations
Provide back-up support to other Loan Assistants to cover PTO requests, and absences
Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification
Input data into loan processing systems accurately and efficiently
Order title searches, UCC searches, appraisals and flood certifications as needed
Coordinate closings with lenders, attorneys, insurance agents and clients
Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires
Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner
Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings
Maintain clear and effective communication with an increased number of lenders (up to 3-4), 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
Qualification
Required
A high school diploma or equivalent is required
5-6 years of experience in commercial lending documentation
5-6 years of Loan Assistant II or comparable experience
Excellent time management, organizational skills, and attention to detail required
Excellent communication, and interpersonal skills
Excellent computer skills required, especially Microsoft Office
Ability to prioritize tasks, think and work independently
Ability to exercise good judgment to analyze and problem solve situations that arise
Ability to exercise personal and professional responsibility and work with limited direction
Preferred
Bachelor's degree or additional course work in banking, finance or lending is an asset
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
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