Role Description
It is the responsibility of the Gov’t Lending Annual Servicing Manager I to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. This position is responsible for, but not limited to:
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Requesting financial statements and completing annual servicing on the Bank’s existing Government Loan Portfolio.
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Assisting with loan servicing action requests and completing site visits as deemed appropriate.
Essential Functions
This position is expected to perform the specific duties, tasks, and responsibilities as outlined below:
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Annual Servicing Duties:
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Request financial and other ancillary information from the Relationship Manager or Borrower directly to update the bank’s credit files.
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Spread the updated business and personal financial statements and complete a stand-alone and/or global cash flow analysis.
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Prepare the annual servicing memo per established SSB guidelines and route it to the SBA Credit Administrator.
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Follow up on questions and open items as needed with the SBA Servicing Manager, Relationship Manager, Borrower, and/or the SBA Credit Administrator.
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Submit risk rating changes via the current tracking system upon completion of the annual servicing.
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Administrative Duties:
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Weekly review of SBA 7(A) loan past due report with the SBA Credit Administrator.
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Maintain a month-by-month work log for SBA Credit Administrator and Senior Management review.
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Update the SBA Credit Administrator on SSB Annual Servicing Metric compliance %.
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Assist the SSB SBA Administrative Team with credit-related aspects of servicing memos as needed.
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1502 report reconciliation to ensure all loans needing servicing are on the master list.
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CLAR loans completed twice a year.
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May be required to complete site visits to Borrower’s place of business as needed.
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Ensure compliance with the Bank’s policies and procedures, code of conduct, and regulatory guidelines.
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Provide assistance to other employees through healthy and positive interactions.
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Be involved in performing marketing endeavors/efforts.
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Continuously update skills by participating in professional training.
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Seek opportunities to improve skills through cross-training offered by the Bank.
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All other tasks, responsibilities, or duties as directed by management.
Other Duties
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Accepts other duties as assigned.
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Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Competencies
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Excellent interpersonal skills.
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Working knowledge of the SBA SOP’s.
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Proficient in Microsoft Excel and Word.
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Strong organization skills.
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High attention to detail.
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Cooperative and willing to assist coworkers and customers regularly.
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Effective listening skills.
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Possesses multi-tasking skills and can function well under pressure.
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Ability to remain composed under pressure and respond to concerns regularly.
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Patience and willingness to help others in solving problems while maintaining a positive attitude.
Qualifications
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A bachelor’s degree in business, finance, or accounting is recommended.
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At least one year of experience in a related field.
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Knowledge of personal computer, Windows, and Microsoft software applications is required.
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Must be able to prepare documents and compose business letters and memorandums.
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Good knowledge of business English, spelling, and punctuation.
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Requires knowledge of office practices, procedures, and general office machines.
Training Requirements/Classes
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South State Bank credit policies, procedures, and underwriting standards.
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Annual regulatory and compliance training.
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Additional training may be required, as needed.
Physical Demands
Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations. This position requires a large amount of time in front of a computer, which can be done sitting or standing. This position may require bending and reaching.
Work Environment
The position is located inside a cooled and heated facility with access to a break room or restroom during breaks. Telecommuting roles must have a secure home office environment free from background noise and distractions, with a reliable private internet connection.
Compensation
In accordance with Colorado and Virginia law: Pay for this position is anticipated to be between $49,863.00 - $79,653.00, actual offers to be determined based on applicant’s skills, experience, and education.
Application Deadline
While the anticipated deadline for the job posting is 09-05-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date.
Benefits
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Equal Opportunity Employer, including disabled/veterans.