Georgetown, 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, Portfolio Management, Credit Analysis, Loan Structuring, Business Development
United States · Remote OK
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: Technical Analysis, Software Testing, Quality Assurance, Test Management, SDLC
Piney Point Village, 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: Customer Service, Sales, Deposit Account Management, Financial Services, Risk Management
Chesterfield County, Virginia, 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
Bon Air, Virginia, 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, Banking Regulations, Account Management, 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: Regulatory Compliance, Risk Management, Internal Audit, Consumer Lending, Loan Operations
United States · Remote OK
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: Regulatory Compliance, Risk Management, Consumer Lending, Loan Operations, Loan Servicing
Celina, 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, Banking Regulations, Account Management, Sales
Atlanta, Georgia, 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: Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Loan Structuring
Saint Augustine Beach, 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
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: Branch Management, Sales Leadership, Customer Relationship Management, Loan Processing, Regulatory Compliance
McKinney, 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: IT Risk Management, Controls Testing, Cybersecurity Compliance, IT General Controls, Stakeholder Management
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: Cash Handling, Customer Relationship Management, Account Management, Banking Regulations, Sales
Hartsville, 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, Banking Regulations, Account Management, Sales
Atlanta, Georgia, 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: Credit Analysis, Portfolio Management, Underwriting, Financial Analysis, Loan Structuring
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: Customer Service, Sales, Banking Operations, Relationship Management, Risk Management
Winter Haven, Florida, United States · Hybrid
$43k–$69k/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: Closing Disclosure Generation, Mortgage Closing Documentation, Loan Funding Review, Regulatory Compliance, Encompass LOS
Gainesville, Georgia, 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
Mountain Brook, Alabama, 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: Financial Analysis, Forecasting, Budgeting, Power BI, Snowflake
Howe, 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, Banking Regulations, Sales, Transaction Processing
Georgetown, Texas, United States • On-site
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Develop and manage a portfolio of commercial clients by delivering banking solutions and executing business development plans. Underwrite loan requests, ensure regulatory compliance, and maintain strong relationships with community influencers.
Requires a Bachelor's degree in business, finance, or banking and at least 10 years of experience in commercial lending or portfolio management. Must possess strong credit analysis skills and in-depth knowledge of Federal and State lending regulations.
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!
Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market
Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions
Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank
Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail
Underwrite loan requests within the parameters of the Bank’s policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval
Manage and service assigned loan portfolio
Ensure that all required documentation is in file for all loans and deposits
Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review
Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available
Price each loan and deposit product according to current Bank pricing guidelines
Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations
Demonstrate a commitment to fair lending practices
Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions
Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations
Resolve client problems and assists with general inquiries
Provide superior service to existing clients
Builds and maintains a positive working relationship with COI’s and others in the community to enhance the Bank’s image and reputation in the marketplace
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary.
Education: A Bachelor’s degree in business, finance, banking, or related field is required. Graduation from a recognized school of banking is an asset.
Experience: Minimum of 10 plus years commercial lending or portfolio management experience; Experience should include previous loan structuring and credit analysis responsibilities
Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures. Familiarity with the local business community is strongly preferred. Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary.
Required annual compliance training, New Employee Orientation
Must be able to effectively access and interpret information on computer screens, documents, reports. 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 is in a private office.
This position may require some travel from time to time.
Work Location: 1503 Rivery Blvd. Georgetown, Texas 78628Equal 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
