[Hiring] Government Lending Annual Servicing Manager @South State Bank

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:

• Requesting financial statements and completing annual servicing on the Bank’s existing Government Loan Portfolio.
• 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:

Annual Servicing Duties

• Request financial and other ancillary information from the Relationship Manager or Borrower directly to update the bank’s credit files.
• Spread the updated business and personal financial statements and complete a stand-alone and/or global cash flow analysis.
• Prepare the annual servicing memo per established SSB guidelines.
• Route the completed annual servicing memo along with the original credit approval memo from SSB or the legacy institution to the SBA Credit Administrator.
• Follow up on questions and open items as needed with the SBA Servicing Manager, Relationship Manager, Borrower, and/or the SBA Credit Administrator.
• Submit risk rating changes via the current tracking system upon completion of the annual servicing.

Administrative Duties

• Weekly review of SBA 7(A) loan past due report with the SBA Credit Administrator.
• Maintain a month by month work log for SBA Credit Administrator and Senior Management review.
• Update the SBA Credit Administrator on SSB Annual Servicing Metric compliance %.
• Assist the SSB SBA Administrative Team with credit related aspects of servicing memos on an as needed basis.
• 1502 report reconciliation to ensure all loans that need to be serviced are on the master list.
• CLAR loans completed twice a year.
• May also be required to complete site visits to Borrower’s place of business as needed.
• Ensure compliance with the Bank’s policies and procedures, code of conduct, and regulatory guidelines.
• Provide assistance to other employees through healthy and positive interactions.
• Be involved in performing marketing endeavors/efforts.
• Continuously update skills by participating in professional training.
• Seek opportunities to improve skills through cross-training offered by the Bank.
• All other tasks, responsibilities or duties, as directed by management.

Other Duties

• Accepts other duties as assigned.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Competencies

• Excellent interpersonal skills.
• Working knowledge of the SBA SOP’s.
• Proficient in Microsoft Excel and Word.
• Strong organization skills.
• High attention to detail.
• Cooperative and willing to assist coworkers and customers on a regular basis.
• Effective listening skills.
• Possesses multi-tasking skills and able to function well under pressure.
• Ability to remain composed under pressure.
• Patience and willingness to help others in solving problems while maintaining a positive attitude.

Qualifications

• A bachelor’s degree in business, finance, or accounting is recommended.
• At least one year of experience in a related field.
• Knowledge of personal computer, Windows, and Microsoft software applications is required.
• Must be able to prepare documents and compose business letters and memorandums.
• Good knowledge of business English, spelling, and punctuation.
• Requires knowledge of office practices, procedures, and general office machines.

Training Requirements/Classes

• South State Bank credit policies, procedures, and underwriting standards.
• Annual regulatory and compliance training.
• 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.

Work Environment

The position is located inside a cooled and heated facility with the ability to go to a break room or rest room during breaks. Telecommuting roles must have a secure home office environment.

Salary Information

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 Information

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

• Equal Opportunity Employer, including disabled/veterans.