Commercial Loan Assistant II: Processing & Closings

SouthState Bank; Tampa (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

SouthState Bank in Tampa, FL seeks a Loan Assistant II to support commercial loan processing and client relationships. You will help manage the loan pipeline, prepare documents, and coordinate closings with lenders, attorneys, and clients.

The role emphasizes accuracy, compliance with lending regulations, and strong client service. Prior loan processing or customer service in commercial lending is ideal. EOE.

Qualifications

• Education: high school diploma or equivalent; banking/finance coursework is a plus.
• Experience in loan processing and commercial lending is preferred.
• Strong accuracy and compliance with state/federal lending requirements.

Responsibilities

• Direct the timely processing and fulfillment of Commercial loans.
• Manage simple to semi‑complex loans and client relationships.
• Ensure accuracy and uniformity of all loan documents.
• Assist with loan issue investigations and resolution.
• Coordinate closings with lenders, attorneys, and clients.
• Input data into loan processing systems accurately.
• Order title searches, UCC searches, appraisals, and flood certs.
• Maintain a tickler system for post-closing documentation.

Skills

Time management

Organizational skills

Attention to detail

Communication skills

Interpersonal skills

Microsoft Office

Prioritization

Independence

Problem solving

Accountability

Education

High school diploma

Banking or finance coursework

Bachelor’s degree in Banking/Finance (asset)

Job description

SouthState Bank in Tampa, FL seeks a Loan Assistant II to support commercial loan processing and client relationships. You will help manage the loan pipeline, prepare documents, and coordinate closings with lenders, attorneys, and clients.

The role emphasizes accuracy, compliance with lending regulations, and strong client service. Prior loan processing or customer service in commercial lending is ideal. EOE.