Commercial Loan Assistant II: Closing & Documentation

SouthState Bank, N.A.; Dallas (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

SouthState Bank, N.A. in Dallas, TX is seeking a Loan Assistant II to support the commercial loan team. You will help manage the loan pipeline, ensure accurate documentation, coordinate closings, and assist with post-closing activities.

This role emphasizes accuracy, regulatory compliance, and collaboration with lenders, attorneys, and clients. Ideal candidates have 3–4 years in commercial lending documentation or loan processing, and a solid understanding of loan products and procedures.

Qualifications

• High school diploma or equivalent required; Bachelor's degree or coursework in banking, finance or lending is an asset.
• 3-4 years of experience in commercial lending documentation.
• 3-4 years of Loan Assistant I or comparable experience.

Responsibilities

• Assist in tracking and management of the loan pipeline, loan maturities, 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 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 and maintain post-closing tickler reports.

Skills

Time management

Organizational skills

Communication skills

Microsoft Office

Prioritize tasks

Problem solving

Education

High school diploma or equivalent

Bachelor's degree (asset)

Tools

Microsoft Office

Job description

SouthState Bank, N.A. in Dallas, TX is seeking a Loan Assistant II to support the commercial loan team. You will help manage the loan pipeline, ensure accurate documentation, coordinate closings, and assist with post-closing activities.

This role emphasizes accuracy, regulatory compliance, and collaboration with lenders, attorneys, and clients. Ideal candidates have 3–4 years in commercial lending documentation or loan processing, and a solid understanding of loan products and procedures.