Government Lending Annual Servicing Manager

This is a fully remote position, open to applicants in Alabama, +6 more states.

📋 Description

• Request financial and ancillary data to refresh the bank’s credit records

• Analyze updated personal and business financial statements

• Carry out stand-alone and/or global cash flow assessments

• Draft annual servicing memoranda in accordance with established protocols

• Forward servicing memoranda and original credit approval documents to the SBA Credit Administrator

• Follow up on inquiries and unresolved matters with pertinent stakeholders

• Process risk-rating modifications via the bank’s tracking system

• Review the weekly SBA 7(A) loan delinquency report

• Maintain a monthly activity log for review by the SBA Credit Administrator and senior management

• Inform the SBA Credit Administrator about compliance with annual servicing metrics

• Support the SBA administrative team with tasks related to credit servicing memoranda

• Reconcile 1502 reports and keep the master servicing list up to date

• Complete CLAR loans biannually

• Conduct borrower site visits as necessary

• Ensure adherence to bank policies, procedures, code of conduct, and regulatory standards

• Collaborate with staff and assist colleagues and clients

• Engage in marketing initiatives

• Execute other responsibilities as assigned by management

⛳️ Requirements

• Minimum of one year of experience in a relevant field

• Bachelor’s degree in business, finance, or accounting is preferred

• Familiarity with SBA SOPs

• Proficient in Microsoft Excel and Word

• Competent in using personal computers, Windows, and Microsoft software applications

• Ability to draft documents and write business letters and memoranda

• Strong understanding of business English, including spelling and punctuation

• Awareness of office practices, procedures, and general office equipment

• Exceptional interpersonal abilities

• Strong organizational skills

• High level of attention to detail

• Effective listening and multitasking capabilities

• Capacity to perform well and maintain composure under stress

• Ability to address concerns of customers and colleagues

• Training in SouthState Bank credit policies, procedures, and underwriting standards

• Completion of annual regulatory and compliance training

🏝️ Benefits

• Secure home office setting for telecommuting positions

• Reliable private internet connection required; cable or fiber connections are preferred

• Travel may be necessary to attend meetings as needed

• Access to professional training

• Opportunities for cross-training

• Reasonable accommodations for individuals with disabilities