Loan Assistant - Dallas, TX

SouthState Commercial Loan Assistant

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!

Essential Functions

• Prepare commercial loan closing packages according to guidelines established by the Bank in a timely and accurate manner; Reviews loan packages for accuracy prior to delivery to the Banker
• Coordinate closings with lenders, attorneys, insurance agents and customers
• Order title searches, UCC searches, appraisals and flood certifications as needed
• Approve the disbursement of closing funds and issues loan proceeds checks and 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 outstanding insurance policies and any other post-closing documentation (collateral and exception monitoring) and reports on status during weekly meetings
• Prepare and process new accounts and fund transfers as related to loans. Maintains customer account records and performs basic service transactions such as address changes and accepting loan payments
• Provide exceptional client service through offering assistance and responding to questions and requests for information for clients. Informs Bankers of pertinent information
• Ensure the accuracy and uniformity of legal and loan documents, which minimizes the risk of loss to the Bank
• Ensure loans are closed and maintained in accordance with regulatory requirements, as well as Bank policies and guidelines
• Maintain financial statements / tax return reports, exception reports and insurance reports daily and updates loan officers monthly on any outstanding documents needed
• Review Past Due reports, Balance Summary reports, Closed Account reports and alert Banker to any material changes or upcoming deadlines
• Fund and authorize the release of loan funds based on loan approvals and contractual requirements
• Assists Bankers in development of cross-selling and other sales activities and opportunities when appropriate
• Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
• May be asked to coach, mentor or train others as a subject matter expert
• Provide support (filing, scanning, email / mail correspondence, etc.) to Bankers
• Provide back-up support to other Loan Assistants

Other Duties

Competencies

Qualifications and Education Requirements

Training Requirements / Classes

Required annual compliance training. Recommended additional training : New Employee Orientation

Supervisory Responsibility

This position has no supervisory responsibilities.

Physical Demands / Work Environment

Travel

This position may require some travel from time to time.

Equal Opportunity Employer, including disabled / veterans.