Credit Analyst Intake Specialist - Bartow, FL

The South State 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 South State, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

This position is responsible for, but not limited to, providing Credit Analyst Intake support through the receipt, review and analysis of Financial Statement Spread Requests submitted by Relationship Managers, Loan Assistants, and Portfolio Managers. This position will review the spread requests for accuracy, thorough documentation, and complexity. This position will also pull CLEAR Reports, input Borrowing Base Certificate and Marketable Securities information into nCino.

Additional tasks may be required at the direction of the Director of Commercial Credit Analysts and/or the Director of Credit Services.

• Act as the Administrative processer for financial statement spread requests submitted by the Commercial Lending Team
• Accurate and thorough review and management of Financial Statement Spread Requests submitted to the Credit Analyst Team through nCino and Outlook emails
• Accurate and thorough review and input of Borrowing Base Certificate/Marketable Securities requests submitted to the Credit Analyst Team through nCino and Outlook emails
• Pull and upload CLEAR reports of relationships as submitted to the Credit Analyst Team through nCino and Outlook emails
• Ensure spread requests have been submitted with proper and complete documentation
• Assist in determining the complexity of the spread request at hand based upon review of the documentation provided
• Could occasionally process correspondence, files, records, and perform other specific duties for management and the Credit Services team
• Obtains additional information, as needed, to complete reports or gather information for internal or external audits as determined by management
• Successfully works with teammates to collectively assist the Commercial Credit Analyst team in stated objectives and tasks.
• Works to create a constructive workplace environment that expands positive culture and enhances the Bank's core values.
• Undertakes special projects related to job function as determined by the Commercial Credit Analyst Team Lead or the Director of Commercial Credit Analysts.
• Participates in community related activities.
• Ensures that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with.
• Provides aid to other employees by liaising with them through healthy and positive interactions.
• Continuously updates skills by participating in professional training and development.
• Seeks opportunities to improve skills through cross‑training offered by the Bank.
• All other tasks, responsibilities, or duties, as directed by the Commercial Credit Analyst Team Lead or the Director of Commercial Credit Analysts.
• Aid other employees by liaising with them 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

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

• High school diploma or equivalent with knowledge of the commercial lending process and one or two years of secretarial/administrative experience
• Must be able to prepare documents and compose business letters and memorandums
• Proficient with general office machines and programs to include Microsoft Office Word,…