Loan Booking Specialist

Southstate Bank•Va, NC

13h•Hybrid

About The Position

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 Loan Booking Specialist to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Responsible for reviewing executed loan documentation and booking new, renewed, and modified Consumer, Commercial and Mortgage loans/lines of credit to the core servicing system. This requires knowledge of standard loan documents and of basic loan servicing. May assist with special initiatives or projects and support other areas within Loan Operations as needed; ensures compliance with SouthState Code of Business Conduct and Ethics and other operating procedures and policies.

Requirements

High School diploma required
A minimum of 2 years’ experience in an operations role is required.
Must be knowledgeable in loan servicing functions including consumer, commercial and mortgage loans.
Knowledge of Federal and State regulatory items is required.
Good interpersonal skills.
Good computer skills of Microsoft Word and Excel.

Nice To Haves

Bachelor’s degree preferred.
Experience with Fiserv systems software is preferred.
Encompass Training

Responsibilities

Review and interpret executed, critical loan documents that provide terms and conditions for ongoing management of the loan, processing related payments, disbursements, critical dates, and payoff criteria.
Accurately book/board new, renewed, and modified Consumer, Commercial and Mortgage loans/lines of credit to the core.
Ensure required documents are provided and in compliance with bank policies and federal and state regulations.
Reviews and book loans within the established production timelines to ensure that all departmental goals and SLAs are met or exceeded.
Responds timely to all inquiries from customers, Lenders/LOAs, and other bank personnel.
Establish positive working relationships with team members and others across the organization.
Ensures compliance with SouthState Bank Code of Business Conduct and Ethics and other operating policies and procedures.
Completes compliance training, adheres to all anti-money laundering guidelines and procedures, and all regulatory requirements.
Responsible for organizational integrity and business ethics as it relates to this position.
Perform all other related job duties and special projects as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.