BLE Intake Processor (Remote: FL, GA, AL, VA, NC, SC, TX, CO)

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!

SUMMARY/OBJECTIVES

The BLE Intake Processor supports SouthState Bank’s enterprise wide small-business credit underwriting and processing program, Business Lending Express. The BLE Program provides an expedited loan program, allowing the bank to efficiently provide loans to Small to Medium Businesses. In the BLE Intake Processor Role, they are responsible for reviewing the borrower, guarantor, collateral, and application data on BLE loan applications, completing the initial processing on loan applications, and communicating with the BLE Reviewers. During the entire process, the BLE Reviewer acts as a resource and support member to the loan officers utilizing the BLE Program, providing World Class Service to our customers (Loan Officers), allowing them to provide World Class Service to their customers.

ESSENTIAL FUNCTIONS

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

• Accurately and efficiently intake and process loan applications submitted by loan officers in the nCino loan origination platform system.

• Onboarding of the customer information into SSB’s core operating system in compliance with bank policy and banking regulations

• Identify key financial data points from corporate and consumer financial statements and/or tax returns.

• Order and review both personal and business credit reports.

• Route the loan application to the BLE Centralized Review team to complete the final review of the request.

• Provide quality customer service to internal customers.

• Provide World Class Service to internal and external customers.

• All other duties as assigned.

COMPETENCIES

• Able to work at a faster than average pace and able to multi-task.

• Strong sense of urgency, initiative, and drive to complete tasks efficiently and accurately.

• Working knowledge of personal computer, Microsoft Office, and other software used in department.

• Able to maintain confidentiality of customer and employee information.

• Self-starter and able to work independently.

• Good knowledge of business English, spelling, and punctuation.

• Basis language skills to write and speak clearly, effectively, and appropriate to business standards.               

• Able to make sound decisions, able recognize potential problems and take corrective action.

• Well-organized, accurate, and attentive to detail.

• Adaptability and flexibility as the Bank and BLE Lending Program grow and continually adjust to changes in the economy and the regulatory environment. 

• Cooperative and willing to assist others.

Qualifications, Education, and Certification Requirements

• Education:  High School Diploma

• Experience: Previous Banking Experience Preferred

• Certifications/Specific Knowledge: None

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training; New Employee Orientation

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

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 is delivered. Travel may be required to come to meetings as needed.

Benefits | SouthState Careers

Equal Opportunity Employer, including disabled/veterans.