Commercial Loan Processor II - Closings & Documentation

SouthState Bank, N.A.; Winter Haven (FL); On-site; USD 48,000 - 62,000; Full time

Job summary

SouthState Bank, N.A. is seeking a Loan Assistant II to direct timely processing and fulfillment of commercial loans. You will support deal teams with simple to semi-complex loans and ensure accuracy of loan documents, reducing risk to the bank.

The role requires knowledge of loan products, regulatory compliance, and strong coordination with lenders, attorneys, and clients. You will manage documentation, closings, post-closing follow-up, and provide excellent client service.

Qualifications

• 3–4 years of experience in commercial lending documentation.
• 3–4 years as Loan Assistant I or comparable experience.
• High school diploma required; banking/finance coursework is a plus.
• Annual compliance training required.

Responsibilities

• Track and manage loan pipeline, maturities, uninsured reports, and past-due reports.
• Prioritize tasks to meet processing goals and customer expectations.
• Provide back-up support for PTO requests and absences.
• Ensure compliance with state/federal lending regs and bank policies.
• Input data into loan processing systems accurately and efficiently.
• Coordinate closings with lenders, attorneys, insurers, and clients.
• Initiate disbursement of closing funds and loan proceeds.
• Review loans for document completion and proper booking.
• Maintain post-closing documentation and monitor collateral.

Skills

Time management

Communication

Computer skills

Prioritization

Problem solving

Education

High school diploma

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

Tools

Loan processing systems

Microsoft Office

Job description

SouthState Bank, N.A. is seeking a Loan Assistant II to direct timely processing and fulfillment of commercial loans. You will support deal teams with simple to semi-complex loans and ensure accuracy of loan documents, reducing risk to the bank.

The role requires knowledge of loan products, regulatory compliance, and strong coordination with lenders, attorneys, and clients. You will manage documentation, closings, post-closing follow-up, and provide excellent client service.