Loan Assistant Manager - Austin, TX

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

PRIMARY RESPONSIBILITIES

• Monitoring team performance metrics, conducting regular evaluations, and providing constructive feedback to ensure continuous improvement.

• Assists with all phases of the hiring process to include workflow analysis, hiring, and conducts interviews.

• Conducts performance reviews and manages performance of Loan Assistant Team Leads and/or Loan Assistants through collaboration with Bankers to ensure Loan Assistant Team Leads and/or Loan Assistants are providing necessary support for optimum efficiency.

• You will address escalated issues, facilitate problem-solving, and implement training programs to enhance the skills and knowledge of team members.

• A strong focus on customer service and client satisfaction will be essential as you work to optimize the loan application process and streamline communication between stakeholders.

Culture Champion

• Advocate our culture by providing prompt, efficient, and exceptional customer service.

• Build internal and external relationships with customers.

• Demonstrate a commitment to the Company's core values.

• Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.

• Participate with community organizations and in community projects.

• Actively participate in learning and development for continued personal and professional development.

Confidentiality and Compliance

• Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.

• Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

SKILLS NECESSARY

• Excellent time management, organizational skills, and attention to detail required.

• Excellent communication, and interpersonal skills.

• Excellent computer skills required, especially Microsoft Office.

• Ability to prioritize tasks, think and work independently.

• Ability to exercise good judgment to analyze and problem solve situations that arise.

• Ability to exercise personal and professional responsibility and work with limited direction.

Qualifications, Education, and Certification Requirements

• Education: A high school diploma or equivalent is required. Bachelor's degree or additional course work in banking, finance or lending is an asset.

• Experience:

  • 7-10 years of banking experience required.

  • 2 or more years of leadership experience required.

  • 7-10 years as a Loan Assistant or comparable experience.

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT

This position could be in a cubicle or private office environment that may be loud throughout the day.If applicable telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology are delivered.

TRAVEL

Travel may be required to meet with lender and/or client meetings as needed.In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.

Equal Opportunity Employer, including disabled/veterans.