Government Lending Annual Servicing Manager; FL, GA, AL, VA, NC, SC, TX
Winter Haven, Polk County, Florida, 33884, USA
Listed on 2026-01-01
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Finance & Banking
Financial Analyst -
Business
Financial Analyst
Overview
The Government Lending Annual Servicing Manager I is responsible for owning tasks and challenges in the operation of the assigned position. This entry-level role handles requesting financial statements, completing annual servicing on the Bank’s existing Government Loan Portfolio, and may assist with loan servicing action requests and site visits as needed.
Responsibilities- Annual Servicing Duties
- Request financial and other ancillary information from the Relationship Manager or Borrower to update the bank’s credit files
- Spread updated business and personal financial statements and perform stand-alone and/or global cash flow analysis
- Prepare the annual servicing memo per established guidelines; route the memo with the original credit approval memo as applicable
- Follow up on questions and open items with SBA Servicing Manager, Relationship Manager, Borrower, or SBA Credit Administrator
- Submit risk rating changes via the current bank tracking system upon completion of annual servicing
- Administrative Duties
- Weekly review of SBA 7(A) loan past due report with SBA Credit Administrator to determine if certain loan relationships should be reviewed sooner than scheduled
- Maintain a month-by-month work log for SBA Credit Administrator and Senior Management review
- Update the SBA Credit Administrator on servicing metrics and compliance
- Assist the SSB SBA Administrative Team with credit-related aspects of servicing memos
- Reconcile 1502 reports to ensure all loans to be serviced are tracked
- CLAR loans completed twice a year; may include site visits to borrower businesses
- Ensure compliance with Bank policies, procedures, code of conduct, and regulatory guidelines
- Provide cross-functional support and contribute to marketing efforts as needed
- Continuously update skills through professional training and cross-training opportunities
- Other duties as assigned by management
- Education:
Bachelor’s degree in business, finance, or accounting is recommended for understanding financial statements and industry evaluations - Experience:
At least one year of related experience - Certifications/Knowledge:
- Knowledge of personal computer, Windows and Microsoft software applications
- Ability to prepare documents and compose business letters and memorandums
- Strong business English, spelling, and punctuation
- Familiarity with office practices and standard office equipment
- South State Bank credit policies, procedures and underwriting standards
- Annual regulatory and compliance training
- Additional training may be required as needed
The position is located inside a climate-controlled facility with access to break/rest rooms during breaks. Travel may be required to attend meetings. Telecommuting roles require a secure home office, quiet environment, and reliable internet connection not provided by cellular data.
EEO and Additional InformationReasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Colorado law applies to pay ranges where indicated. This posting may be updated as needed; the deadline may be extended while qualified candidates are considered.
Equal Opportunity Employer, including disabled/veterans.
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