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SouthState Bank · 1 day ago

Loan Assistant II

Raleigh Glenwood

Full-time

Onsite

Mid Level

3+ years exp

SouthState Bank is a trusted financial partner committed to helping customers move forward. The Loan Assistant II will manage the processing and fulfillment of commercial loans, ensuring accuracy and compliance while providing exceptional client service.

BankingFinanceFinancial ServicesLendingWealth Management

Responsibilities

Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines

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 2-3), 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

Commercial lending experienceLoan processing knowledgeMicrosoft Office proficiencyTime managementInterpersonal skillsProblem-solvingAttention to detailOrganizational skills