Houston, Texas, United States · On-site
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…
Skills: Commercial Credit Analysis, Commercial Loan Underwriting, Financial Statement Analysis, Credit Memo Completion, Collateral Monitoring
Sugar Land, Texas, United States · Hybrid
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…
Skills: Commercial Credit Analysis, Commercial Loan Underwriting, Financial Statement Analysis, Credit Memo Completion, Microsoft Office
United States · On-site
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…
Skills: Customer Service, Private Banking, Account Management, Cross-selling, Compliance
Fort Lauderdale, Florida, United States · On-site
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…
Skills: Commercial Lending, Portfolio Management, Credit Analysis, Loan Structuring, Sales
Charleston, South Carolina, United States · Hybrid
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…
Skills: Loan Insurance Escrow, Workflow Oversight, Staffing, Training, Insurance Servicing
West Pleasant View, Colorado, United States · On-site
$34k–$50k/yr
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…
Skills: Cash Handling, Customer Service, Banking Regulations, Sales, Risk Management
Fort Lauderdale, Florida, United States · On-site
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…
Skills: Commercial Lending, Portfolio Management, Credit Analysis, Loan Structuring, Sales
Winter Haven, Florida, United States · Hybrid
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…
Skills: Terafina, Project Management, Business Analysis, Account Origination, Regulatory Compliance
Orlando, Florida, United States · On-site
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…
Skills: Cash Handling, Customer Service, Sales, Banking Regulations, Transaction Processing
Austin, Texas, United States · On-site
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…
Skills: Commercial Lending, Credit Analysis, Loan Structuring, Business Development, Relationship Management
Charlotte, North Carolina, United States · On-site
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…
Skills: Commercial Lending, Portfolio Management, Credit Analysis, Loan Structuring, Business Development
Denison, Texas, United States · On-site
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…
Skills: Cash Handling, Customer Relationship Management, Account Management, Banking Regulations, Sales
Greenville, South Carolina, United States · On-site
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…
Skills: Cash Handling, Customer Relationship Management, Account Management, Banking Regulations, Sales
Denton, Texas, United States · On-site
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…
Skills: Cash Handling, Customer Service, Sales, Banking Regulations, Transaction Processing
Winter Haven, Florida, United States · Hybrid
$134k–$213k/yr
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…
Skills: Commercial Lending, Credit Analysis, Portfolio Management, Loan Workout, Litigation Strategy
Argyle, Minnesota, United States · On-site
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…
Skills: Customer Service, Cash Handling, Sales, Interpersonal Skills, Computer Skills
Polk County, Florida, United States · On-site
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…
Skills: Cash Handling, Customer Relationship Management, Account Management, Banking Regulations, Sales
Larimer County, Colorado, United States · On-site
$39k–$58k/yr
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…
Skills: Cash Handling, Customer Relationship Management, Banking Regulations, Account Management, Sales
Lakeland, Florida, United States · On-site
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…
Skills: Customer Service, Cash Handling, Sales, Interpersonal Skills, Computer Skills
Fort Collins, Colorado, United States · On-site
$39k–$58k/yr
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…
Skills: Cash Handling, Customer Relationship Management, Sales, Banking Regulations, Account Management
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Supports the CTL or AE in managing commercial loan renewals, collecting financial statements, and completing credit memos. Monitors collateral exceptions and coordinates with Credit Administration to ensure timely annual reviews and regulatory compliance.
A Bachelor's degree in business or finance is recommended, with 1-3 years of experience in commercial credit analysis or underwriting preferred. Candidates must be proficient in Microsoft Office and possess strong analytical and communication skills.
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!
This position supports the CTL or AE in performing the specific duties, tasks, and responsibilities as outlined below:
Contacts customers and their designees (CPA’s, etc.) for collection of required/needed information including financial statements.
Provides preliminary feedback to the CTL or AE on current customers regarding the creditworthiness of the client and the merits of the proposed loan renewal.
Partners with Commercial Lenders and CLUs in the completion of renewals of commercial loan relationships as directed by the CTL or AE. This includes monitoring the Maturing Loans Report, collecting financial statements, completing the credit memo, and driving the approval process.
Ensures that all collateral and financial exceptions are monitored, collected and ticklers cleared in a timely manner. This requires working closely with Lending Assistants.
Works with Credit Administration to ensure that annual reviews and renewal packages have all needed documents and answered questions to complete the review in a timely manner.
Works closely with Credit Administration and Loan Review on any required monitoring and reporting of Classified Loans.
Assists Loan Review when requested by Credit Administration.
Assists the CTL or AE with projects and normal workflow including initiating workflow into any credit origination software.
Periodically accompanies a Commercial Relationship Manager (CRM), CTL or AE on calls with existing and/or prospective clients as requested.
Periodically attends loan closings with CRM, CTL or AE, as needed.
Undertakes special projects related to job function as determined by CTL, AE, Community President, or Regional President.
Ensures that the Bank’s policies and procedures, code of conduct, and regulatory guidelines are strictly complied with.
Assists other employees by liaising with them through healthy and positive interactions.
Assists with marketing endeavors/efforts, when requested.
Continuously updates skills by participating in professional training.
Seeks opportunities to improve skills through cross-training offered by the Bank.
Performs all other tasks, responsibilities, or duties, as directed by management.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must have strong communication skills characterized by excellent writing and speaking skills
Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
Must possess basic English language skills to write (including spelling and punctuation) and speak clearly, and effectively with coworkers and customers
Must be well-organized, accurate, and attentive to detail.
Must be cooperative and willing to assist coworkers and customers on a regular basis.
Must have 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.
Must possess excellent multi-tasking skills and be able to function well under pressure.
Must be able to remain composed under pressure and respond to customer and coworker concerns regularly.
Must have a keen eye for detail and follow instructions to the letter.
Must be patient and willing to help others in solving problems while always maintaining a positive attitude.
Education: Bachelor’s Degree in business or finance is recommended, or equivalent work experience in related field.
Experience: 1-3 years preferred years of experience with being in Commercial Credit Analysis, Commercial Loan Underwriting, or other bank experience deemed appropriate for the requirements of this job.
Certifications/Specific Knowledge: Knowledge of personal computer, Windows and Microsoft software applications is required. Strong analytical skills. Quick study and assimilation of complex data. Ability to remain focused and task oriented. Excellent written and oral communication skills. Attention to Detail. Self-Starter who requires minimal supervision
Required annual compliance training, New Employee Orientation
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 maybe located in a cubicle environment that may be loud throughout the day.
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.
Work Location: 7220 Cotesworth Ave Sugar Land, Texas 77479Equal Opportunity Employer, including disabled/veterans.
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. As we grow, our experienced bankers are committed to helping our customers find their success while maintaining the integrity of our values: building trust, fostering lasting relationships, and helping communities and businesses thrive. This is SouthState. This is Banking Forward. Member FDIC and Equal Housing Lender.
Offices: 1101 First Street South, Winter Haven, Florida 33880, US
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. As we grow, our experienced bankers are committed to helping our customers find their success while maintaining the integrity of our values: building trust, fostering lasting relationships, and helping communities and businesses thrive. This is SouthState. This is Banking Forward. Member FDIC and Equal Housing Lender.
Offices: 1101 First Street South, Winter Haven, Florida 33880, US
