Commercial Loan Processing Specialist II

SouthState Bank, N.A.; Atlanta (GA); On-site; USD 42,000 - 64,000; Full time

Job summary

SouthState Bank, N.A. is seeking a Loan Assistant II in Atlanta to direct timely processing and fulfillment of commercial loans.

You will manage simple to semi-complex loans, gather necessary documents, and ensure accuracy of all loan files to minimize risk for the Bank.

This role supports the deal team, interacts with borrowers, lenders, and attorneys, and requires strong knowledge of loan procedures and customer service in commercial lending.

Qualifications

• Education: High school diploma or equivalent is required.
• A Bachelor's degree in banking, finance or lending is an asset.
• Experience: 3-4 years of commercial lending documentation.
• 3-4 years of Loan Assistant I or comparable experience.
• Training: Required annual compliance training, New Employee Orientation.

Responsibilities

• Assist in tracking loan pipeline, maturities, uninsured reports, and past-due reports, ensuring timely processing.
• Prioritize tasks to meet processing goals and customer expectations.
• Provide back-up support to other Loan Assistants for PTO and absences.
• Ensure compliance with state/federal lending regulations and bank policies.
• Collect and organize borrower documents (income verification, credit reports, IDs).
• Input data into loan processing systems accurately.
• Order title searches, UCC searches, appraisals, flood certifications as needed.
• Coordinate closings with lenders, attorneys, insurance agents and clients.
• Initiate disbursement of closing funds and loan proceeds via checks or wires.
• Review closed loans for document completion and timely booking.
• Maintain tickler system for outstanding post-closing docs.
• Travel may be required for lender/client meetings and company events.

Skills

Time management

Organizational skills

Attention to detail

Communication skills

Interpersonal skills

MS Office proficiency

Education

High school diploma or equivalent

Bachelor's degree in banking/finance/lending (asset)

Tools

Microsoft Office

Job description

SouthState Bank, N.A. is seeking a Loan Assistant II in Atlanta to direct timely processing and fulfillment of commercial loans.

You will manage simple to semi-complex loans, gather necessary documents, and ensure accuracy of all loan files to minimize risk for the Bank.

This role supports the deal team, interacts with borrowers, lenders, and attorneys, and requires strong knowledge of loan procedures and customer service in commercial lending.