Loan Portfolio Manager

3 weeks ago


Le VerdonsurMer, Nouvelle-Aquitaine, United States SouthState Bank, N.A. Full time
Job Summary

We are seeking a highly skilled Loan Assistant to join our team at SouthState Bank, N.A. This onsite role provides critical support to Commercial Bankers with the management of the loan portfolio, ensuring timely and accurate preparation of loan documents, funding process, credit file maintenance, and coordination of loan closings.

Key Responsibilities
  • Prepare loan documents, funding packages, and credit files in a timely and accurate manner
  • Coordinate loan closings with lenders, attorneys, insurance agents, and customers
  • Review and approve loan documents for accuracy and completeness
  • Ensure compliance with State and Federal regulations, as well as Bank policies and guidelines
  • Provide exceptional client service and support to Commercial Bankers and clients
  • Maintain accurate and up-to-date records of loan transactions and customer interactions
Requirements
  • High school diploma or equivalent required; Bachelor's degree or additional coursework in banking, finance, or lending preferred
  • Minimum 2 years of Commercial Banking support experience or client service experience in a financial institution
  • Excellent verbal and written communication skills, with ability to work effectively with diverse stakeholders
  • Strong organizational, time management, and administrative skills, with ability to prioritize tasks and meet deadlines
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook
What We Offer

As a Loan Assistant at SouthState Bank, N.A., you will have the opportunity to work in a dynamic and supportive team environment, with a focus on delivering exceptional client service and support. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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