Entry-Level Commercial Loan Specialist

SouthState Bank, N.A.; Columbia (SC); On-site; USD 38,000 - 48,000; Full time

Job summary

SouthState Bank, N.A. is seeking an entry-level Loan Assistant I to support commercial lending activities. You will help manage the loan pipeline, collect borrower documentation, input data into the loan processing system, and assist with loan closings and post-closing tasks.

This role emphasizes accuracy, regulatory awareness, and teamwork, offering growth opportunities within the lending team and exposure to client relationships throughout the loan life cycle.

Qualifications

• Education: A high school diploma or equivalent is required. Bachelor's degree or additional course work in banking, finance or lending is an asset.
• Experience: A minimum of one (1) year of experience in commercial lending documentation is preferred.
• Experience: A minimum of one (1) year of Commercial Banking support experience or client service experience within a financial institution by being able to field client's account inquiries and/or maintenance requests with clear and efficient communication.

Responsibilities

• Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines.
• 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.
• Provide back-up support to other Loan Assistants to cover PTO requests, and absences.
• Order title searches, UCC searches, appraisals and flood certifications as needed.
• Coordinate closings with lenders, attorneys, insurance agents and clients.
• Initiate the 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, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings.

Skills

Time management

Organizational skills

Attention to detail

Communication skills

MS Office proficiency

Education

High school diploma or equivalent

Bachelor's degree in banking, finance or lending asset

Tools

Microsoft Office

Loan processing system

Job description

SouthState Bank, N.A. is seeking an entry-level Loan Assistant I to support commercial lending activities. You will help manage the loan pipeline, collect borrower documentation, input data into the loan processing system, and assist with loan closings and post-closing tasks.

This role emphasizes accuracy, regulatory awareness, and teamwork, offering growth opportunities within the lending team and exposure to client relationships throughout the loan life cycle.