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Remote Opportunity - VA, NC, SC, GA, FL, AL, TX, & CO
Remote only
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
It is the responsibility of the Gov’t Lending Annual Servicing Manager I to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.
This position is responsible for, but not limited to, requesting financial statements and completing annual servicing on the Bank’s existing Government Loan Portfolio. This position is an entry level position into the Government Lending Annual Servicing Manager (GLASM) role. Additional duties may include assisting with loan servicing action requests and completing site visits as deemed appropriate.
ESSENTIAL FUNCTIONS
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
Annual Servicing Duties
Request financial and other ancillary information from the Relationship Manager or Borrower directly to update the bank’s credit files
Spread the updated business and personal financial statements and completing a stand-alone and/or global cash flow analysis
Prepare the annual servicing memo per established SSB guidelines. Route the completed annual servicing memo along with the original credit approval memo from SSB or the legacy institution (only in instances where it is the initial annual servicing for the loan) to the SBA Credit Administrator.
Follow up on questions and open items as needed with the SBA Servicing Manager, Relationship Manager, Borrower and or the SBA Credit Administrator
Submit risk rating changes via the current tracking system as adopted by the bank upon completion of the annual servicing.
Administrative Duties
Weekly review of SBA 7(A) loan past due report with the SBA Credit Administrator to determine if certain loan relationships should be reviewed sooner than scheduled.
Maintain a month by month work log for SBA Credit Administrator and Senior Management review
Update the SBA Credit Administrator on SSB Annual Servicing Metric compliance %
Assist the SSB SBA Administrative Team with credit related aspects of servicing memos on an as needed basis.
1502 report reconciliation to make sure all loans that need to be serviced are on the master list
CLAR loans completed twice a year
May also be required to complete site visits to Borrower’s place of business as needed
Ensure that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with
Provide assistance to other employees by liaising with them through healthy and positive interactions
Be involved in performing marketing endeavors/efforts
Continuously update skills by participating in professional training
Seek opportunities to improve skills through cross-training offered by the Bank
All other tasks, responsibilities or duties, as directed by management
OTHER DUTIES
Accepts other duties as assigned
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Excellent interpersonal skills
Working knowledge of the SBA SOP’s
Proficient in Microsoft Excel and Word
Strong organization skills
High attention to detail
Cooperative and willing to assist coworkers and customers on a regular basis
Effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others
Possesses multi-tasking skills and be able to function well under pressure
Ability to remain composed under pressure and respond to customer and coworker concerns regularly
Patience and willingness to help others in solving problems while maintaining a positive attitude
Qualifications, Education, and Certification Requirements
Education: A bachelor’s degree in business, finance, or accounting is recommended in order to have a good understanding of financial statements and to make industry evaluations
Experience: At least one year of experience in related field
Certifications/Specific Knowledge:
Knowledge of personal computer, Windows and Microsoft software applications is required
Must be able to prepare documents and compose business letters and memorandums
Must have good knowledge of business English, spelling and punctuation
Requires knowledge of office practices, procedures and general office machines
TRAINING REQUIREMENTS/CLASSES
South State Bank credit policies, procedures and underwriting standards
Annual regulatory and compliance training
Additional training may be required, as needed
PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. This position may require bending and reaching.
WORK ENVIRONMENT
The position is located inside an cooled and heated facility with ability to go to a break room or rest room during breaks.
Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology is delivered. Travel may be required to come to meetings as needed.
In accordance with Colorado and Virginia law: Pay for this position is anticipated to be between $49,863.00 - $79,653.00 , actual offers to be determined based on applicant’s skills, experience and education.While the anticipated deadline for the job posting is 11-25-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date.Equal Opportunity Employer, including disabled/veterans.
