Loan Booking Specialist

SouthState Bank

. Review and interpret executed critical loan documents containing terms and conditions for ongoing loan management .

Posted 10/1/2026full-timeRemote • United StatesJuniorMid-Level💰 $41,094 - $61,641 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan servicing functions, including consumer, commercial, and mortgage loans, while ensuring compliance with federal and state regulations. Proven ability to manage loan documentation, process payments, and maintain accurate records in a fast-paced environment.

Highest-signal resume keywords

Loan Servicing FunctionsFederal And State Regulatory KnowledgeFiserv Systems Software ExperienceCustomer Service SkillsInterpersonal Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Documentation ReviewPayment ProcessingLoan BookingRegulatory ComplianceRecord Maintenance

Soft Skills

Interpersonal SkillsEffective CommunicationAttention To DetailAdaptabilityTeam Collaboration

Tools & Technologies

Fiserv Systems SoftwareMicrosoft WordMicrosoft Excel

Industry Keywords

Consumer LoansCommercial LoansMortgage LoansAnti-Money LaunderingOperational Procedures

About the role

Key responsibilities & impact

Review and interpret executed critical loan documents containing terms and conditions for ongoing loan management
Process related payments, disbursements, critical dates, and payoff criteria
Accurately book or board new, renewed, and modified Consumer, Commercial, and Mortgage loans and lines of credit to the core servicing system
Ensure required documents are provided and comply with bank policies and federal and state regulations
Review and book loans within established production timelines and meet or exceed departmental goals and SLAs
Respond promptly to inquiries from customers, Lenders/LOAs, and other bank personnel
Establish positive working relationships across the organization
Complete compliance training and follow anti-money laundering, regulatory, and operating procedures
Support Loan Operations areas, special initiatives, and projects as needed
Perform other related duties as assigned

Requirements

What you’ll need

High School diploma required
Bachelor’s degree preferred
Minimum of 2 years’ experience in an operations role
Knowledge of loan servicing functions including consumer, commercial, and mortgage loans
Knowledge of Federal and State regulatory items
Experience with Fiserv systems software preferred
Good interpersonal skills
Good computer skills, including Microsoft Word and Excel
Ability to handle confidential customer and employee information
Ability to communicate effectively orally and in writing
Ability to maintain accurate records and concentrate on details
Ability to adjust to a changing environment and meet deadlines
Ability to provide quality customer service to internal and external clients
Ability to work independently and within a team environment
Flexibility in work schedule during peak production periods
Secure, distraction-free home office and reliable private internet connection required for telecommuting roles

Benefits

Comp & perks

Full-time employment
Remote/telecommuting work option
Secure home office environment for telecommuters
Reliable private internet connection; cable or fiber preferred
Required training provided: Fiserv, Laser Pro, and Encompass training
Reasonable accommodations for individuals with disabilities
Potential travel to meetings as needed