Commercial Loan Processing Specialist II

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; McKinney (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

SouthState Bank, National Association in McKinney, TX is seeking a Loan Assistant II to support the timely processing and fulfillment of Commercial loans. You will manage the loan pipeline, coordinate closings, and ensure accuracy of loan documents while complying with bank policies and regulations.

The role emphasizes attention to detail, strong organizational skills, and the ability to work with lenders, attorneys, and clients to keep the deal team on track from intake to funding.

Qualifications

• Education: high school diploma or equivalent required.
• 3-4 years experience in commercial lending documentation.
• 3-4 years of Loan Assistant I or comparable experience.
• Knowledge of loan products and procedures is preferred.

Responsibilities

• Assist in tracking and management of the loan pipeline, maturities, uninsured reports and past dues reports, ensuring timely processing.
• Prioritize tasks to meet processing goals and customer expectations.
• Provide back-up support to other Loan Assistants to cover PTO requests and absences.
• Comply with state and federal lending regulations and bank policies.
• Collect and organize required borrower documentation (income verification, credit reports, identification).
• Input data into loan processing systems accurately.
• 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 loan proceeds via checks/wires.
• Review closed loans for document completion and timely booking.

Skills

Time management

Communication

Interpersonal skills

Independent work

Problem solving

Education

High school diploma or equivalent

Banking/Finance coursework

Bachelor’s degree

Tools

Microsoft Office

Job description

SouthState Bank, National Association in McKinney, TX is seeking a Loan Assistant II to support the timely processing and fulfillment of Commercial loans. You will manage the loan pipeline, coordinate closings, and ensure accuracy of loan documents while complying with bank policies and regulations.

The role emphasizes attention to detail, strong organizational skills, and the ability to work with lenders, attorneys, and clients to keep the deal team on track from intake to funding.