Government Lending Annual Servicing Manager

SouthState Bank

. Request financial and ancillary information to update the bank’s credit files .

Posted 9/29/2026full-timeRemote • United StatesJunior💰 $49,863 - $79,653 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, compliance with SBA SOPs, and effective communication with stakeholders. Proficient in Microsoft Excel and Word, with strong organizational skills and attention to detail.

Highest-signal resume keywords

Financial AnalysisSBA SOP KnowledgeMicrosoft Excel ProficiencyInterpersonal SkillsRegulatory Compliance Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cash Flow AnalysisFinancial Statement SpreadingDocument PreparationRisk-Rating Changes SubmissionReconciliation of 1502 ReportsBorrower Site VisitsSBA Loan ComplianceAnnual Servicing Memoranda PreparationCredit File UpdatesMaster Servicing List Maintenance

Soft Skills

Strong Organization SkillsAttention to DetailEffective ListeningMultitasking SkillsComposure Under Pressure

Tools & Technologies

Microsoft WordMicrosoft ExcelWindows Operating SystemOffice Machines

Certifications & Qualifications

Annual Regulatory Compliance Training

Industry Keywords

SBA 7(A) LoansCredit PoliciesUnderwriting StandardsBank PoliciesBusiness English

About the role

Key responsibilities & impact

Request financial and ancillary information to update the bank’s credit files
Spread updated business and personal financial statements
Complete stand-alone and/or global cash flow analyses
Prepare annual servicing memoranda according to established guidelines
Route servicing memoranda and original credit approval memoranda to the SBA Credit Administrator
Follow up on questions and open items with relevant stakeholders
Submit risk-rating changes through the bank’s tracking system
Review the SBA 7(A) loan past-due report weekly
Maintain a monthly work log for SBA Credit Administrator and senior management review
Update the SBA Credit Administrator on annual servicing metric compliance
Assist the SBA administrative team with credit-related servicing memo tasks
Reconcile 1502 reports and maintain the master servicing list
Complete CLAR loans twice a year
Complete borrower site visits as needed
Ensure compliance with bank policies, procedures, code of conduct, and regulatory guidelines
Liaise with employees and assist coworkers and customers
Participate in marketing efforts
Perform other duties as assigned by management

Requirements

What you’ll need

At least one year of experience in a related field
Bachelor’s degree in business, finance, or accounting is recommended
Working knowledge of SBA SOPs
Proficient in Microsoft Excel and Word
Knowledge of personal computers, Windows, and Microsoft software applications
Ability to prepare documents and compose business letters and memorandums
Good knowledge of business English, spelling, and punctuation
Knowledge of office practices, procedures, and general office machines
Excellent interpersonal skills
Strong organization skills
High attention to detail
Effective listening and multitasking skills
Ability to function and remain composed under pressure
Ability to respond to customer and coworker concerns
SouthState Bank credit policies, procedures, and underwriting standards training
Annual regulatory and compliance training

Benefits

Comp & perks

Secure home office environment for telecommuting roles
Reliable private internet connection required; cable or fiber connections preferred
Travel may be required to attend meetings as needed
Professional training
Cross-training opportunities
Reasonable accommodations for individuals with disabilities