Loan Specialist

• This position is responsible for the loan processing (packaging and closing) of all SBA and USDA loans.
• Work closely with the SBA Lending Team, attorneys, third-party vendors, and other internal departments to process, close, and manage the SBA relationships with the highest degree of SBA loan program compliance.
• Provide administrative support relative to SBA loan origination and closing process and spearhead communication with clients, borrowers, brokers, government entities, and other third parties exercising discretion and judgment.
• Manage the Commercial Loan Pipeline (CLP) record after the initial entry by the Relationship Manager, and monitor and update status through each phase of process.
• Assist in the collection and review of required application and financial documents to establish the SBA Borrower Checklist.
• Responsible for maintaining the SBA Client File in accordance with the Bank's file folder structure and ensuring documentation is saved to the appropriate subfolders using the Bank's established naming conventions.
• Draft, review, and manage the SBA Borrower Checklist, SBA Forms including Forms 1919 and 159, Loan Authorizations, ETRAN Terms and Conditions, and Loan Commitment Letters.
• Ensure loans are closed in compliance with the Bank's and SBA's policies and procedures.

Senior Loan Packaging & Closing Specialist managing SBA and USDA loan processing

Senior Loan Packaging & Closing Specialist

Senior Loan Packaging & Closing Specialist responsible for SBA and USDA loan processing. Collaborating with internal teams to ensure compliance and manage client relationships.

• Service mortgage accounts to ensure all bankruptcy activities are processed in compliance with all state and federal laws while maintaining compliance with Investor, Insurer, Agency, and company guidelines
• Conduct a complete review of files to ensure all bankruptcy time frames have been met
• Manage bankruptcy proceedings on assigned cases by interacting and instructing various parties such as mortgagors, attorneys, investors, insurers, trustees, appraisers, and any other party involved with bankruptcy
• Monitor activities by reviewing bankruptcy proceedings, records, and time frames, in addition to working all system/database activities throughout the bankruptcy process
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Audit accounts for expense compliance and ensure proper application to system of record
• Perform required research on loans with questionable items such as the application of payments, proper notification, and any other situation that may arise
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Manage exception reporting used as key controls for minimizing risk

Loan Servicing Specialist managing bankruptcy processes for mortgage accounts

Loan Servicing Specialist – Bankruptcy

Loan Servicing Specialist ensuring compliance in bankruptcy processes for mortgage accounts. Managing interactions with various stakeholders while adhering to state and federal regulations.

• Take ownership of all tasks and challenges in assigned position
• Create and generate the Closing Disclosure and mortgage closing documents
• Review documents for loan funding and ensure loans meet all requirements and regulations
• Maintain compliance with SouthState Bank Corporate Code of Conduct and Ethics and all regulatory requirements
• Obtain all required information to complete the Closing Disclosure (CD) and deliver it within required timeframes
• Perform Mavent run, review and clear as necessary
• Communicate with settlement agents/attorneys and review title requirements and exceptions
• Review documentation in the loan system or enter data into the loan system
• Prepare closing instructions and review required loan documentation and Closing Disclosure for accuracy

Mortgage Senior Closing Specialist handling closing documents and regulatory compliance

Mortgage Loan Closing Specialist

Mortgage Senior Closing Specialist managing mortgage closing documents and compliance for various loan types. Ensuring accuracy and adherence to legal regulations while supporting team efforts.

Loan Specialist jobs in South Carolina

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Senior Loan Packaging & Closing Specialist

Loan Servicing Specialist – Bankruptcy

Mortgage Loan Closing Specialist