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Sales Portfolio Specialist

Company: South State Bank
Location: Marietta
Posted on: September 13, 2023

Job Description:

As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years.

SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members share core values that make SouthState a great place to bank, and a great place to work.


This position is responsible for, but not limited to, managing a portfolio of commercial relationships and loans.This would include coordinating with Credit Administration on the collection of financial statements, tax returns, rent rolls, borrowing basis and annual servicing as well as monitoring the financial condition of the commercial loan portfolio they are assigned either directly, or indirectly - as determined by the Commercial Team Leader (CTL) or Area Executive (AE).

This includes servicing client banking needs of all kinds; processing loan renewals, line of credit draw requests, letter of credit renewals, and at times new loan requests from existing clients; monitoring and managing past due, borrowing base, covenant tracking and maturity lists; and working with Lending Assistants and CLU's to ensure files are kept up to date with required financial information.


This position supports the CTL or AE in performing the specific duties, tasks, and responsibilities as outlined below:

  • Contacts customers and their designees (CPA's, etc.) for collection of required/needed information including financial statements.
  • Provides preliminary feedback to the CTL or AE on current customers regarding the creditworthiness of the client and the merits of the proposed loan renewal.
  • Partners with Commercial Lenders and CLUs in the completion of renewals of commercial loan relationships as directed by the CTL or AE. This includes monitoring the Maturing Loans Report, collecting financial statements, completing the credit memo, and driving the approval process.
  • Ensures that all collateral and financial exceptions are monitored, collected and ticklers cleared in a timely manner. This requires working closely with Lending Assistants.
  • Works with Credit Administration to ensure that annual reviews and renewal packages have all needed documents and answered questions to complete the review in a timely manner.
  • Works closely with Credit Administration and Loan Review on any required monitoring and reporting of Classified Loans.
  • Assists Loan Review when requested by Credit Administration.
  • Assists the CTL or AE with projects and normal workflow including initiating workflow into any credit origination software.
  • Periodically accompanies a Commercial Relationship Manager (CRM), CTL or AE on calls with existing and/or prospective clients as requested.
  • Periodically attends loan closings with CRM, CTL or AE, as needed.
  • Undertakes special projects related to job function as determined by CTL, AE, Community President, or Regional President.
  • Ensures that the Bank's policies and procedures, code of conduct, and regulatory guidelines are strictly complied with.
  • Assists other employees by liaising with them through healthy and positive interactions.
  • Assists with marketing endeavors/efforts, when requested.
  • Continuously updates skills by participating in professional training.
  • Seeks opportunities to improve skills through cross-training offered by the Bank.

    Performs 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.


    • Must have strong communication skills characterized by excellent writing and speaking skills
    • Proficient with general office machines and programs to include Microsoft Office Word, Excel, Outlook, and other software that might be utilized in the department
    • Ability to use the computer efficiently and the capacity to learn new software programs as they are rolled out by the Bank
    • Must possess basic English language skills to write (including spelling and punctuation) and speak clearly, and effectively with coworkers and customers
    • Must be well-organized, accurate, and attentive to detail.
    • Must be cooperative and willing to assist coworkers and customers on a regular basis.
    • Must have effective listening skills demonstrated by the ability to listen to others talk (without interruption), understand them, and then propose solutions or make contributions based on the points made by others.
    • Must possess excellent multi-tasking skills and be able to function well under pressure.
    • Must be able to remain composed under pressure and respond to customer and coworker concerns regularly.
    • Must have a keen eye for detail and follow instructions to the letter.
    • Must be patient and willing to help others in solving problems while always maintaining a positive attitude.

      Qualifications, Education, and Certification Requirements

      • Education: Bachelor's Degree in business or finance is recommended, or equivalent work experience in related field.
      • Experience: 1-3 years preferred years of experience with being in Commercial Credit Analysis, Commercial Loan Underwriting, or other bank experience deemed appropriate for the requirements of this job.
      • Certifications/Specific Knowledge: Knowledge of personal computer, Windows and Microsoft software applications is required. Strong analytical skills. Quick study and assimilation of complex data. Ability to remain focused and task oriented. Excellent written and oral communication skills. Attention to Detail. Self-Starter who requires minimal supervision


        Required annual compliance training, New Employee Orientation


        Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers. 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.


        This position is a primarily work form office position. This position maybe located in a cubicle environment that may be loud throughout the day.


        Travel may be required to come to meetings as needed.



Keywords: South State Bank, Marietta , Sales Portfolio Specialist, Accounting, Auditing , Marietta, Georgia

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