Job Description
Full job description
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 1+30s 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
Timely and accurate management of Pre-Purchase Suspense Conditions/Stipulations (internal and investor) to ensure resolution by deadline; Monitors system reports in performance of daily job functions; Produces accurate management reporting; Ensures compliance with operating procedures.
ESSENTIAL FUNCTIONS
Download, review, and monitor service released sold loan suspense conditions.
Communicate clearly and concisely with appropriate partners regarding resolution of conditions.
Obtain and submit supporting documentation to clear suspense conditions (internal and Investor) by deadline to minimize monetary penalties.
Monitor these investor servicing released conditions daily.
Ensure accuracy and clarity of document images in appropriate systems.
Maintain current knowledge of Investor/Agency documentation requirements to ensure appropriate documentation is obtained to clear conditions.
Produce and submit timely and accurate management reporting.
Develop and maintain high level customer service.
Create effective relationships and communication with teammates and partners.
Accepts other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Attention to Detail – Maintains accurate tracking and reporting; provides pertinent information on a timely basis; consistently completes all tasks according to policy/procedure and standard. Highest accuracy level is critical in this position.
Planning and Organizing – Self-motivated and uses initiative with practical ability to multi-task; maintains sense of urgency and understanding of the importance in meeting deadlines; establishes a systematic course of action to ensure accomplishments of tasks and objectives. Sets priorities, goals, and timetable to achieve maximum productivity.
Communication – Creates an atmosphere in which timely and high-quality information flows smoothly; keeps appropriate partners informed and up to date; demonstrates ability to evaluate and solve problems from multiple perspectives and recommend solutions.
Interpersonal Relationships - Demonstrates appropriate and professional behavior in a fast-paced team environment and projects a professional image; always uses a high degree of tact and diplomacy.
Flexibility – Flexibility in work schedule during peak production period is critical in this position.
Qualifications, Education, and Certification Requirements
Education : College Degree is preferred. Business Administration degree a plus
Experience : Minimum 3 years first mortgage origination support.
Certifications/Specific Knowledge : Ability to interpret legal and regulatory directives in an atmosphere of constant change; complete knowledge of mortgage loan documentation and process flow; working knowledge of PC applications such as Word, Excel, and Outlook; high level user skills with mortgage origination systems software; capacity to build and manage reports to monitor daily tasks and production.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training.
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
This position is in a cubicle environment that may be loud throughout the day. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings as needed.
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 1+30s 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
Timely and accurate management of Pre-Purchase Suspense Conditions/Stipulations (internal and investor) to ensure resolution by deadline; Monitors system reports in performance of daily job functions; Produces accurate management reporting; Ensures compliance with operating procedures.
ESSENTIAL FUNCTIONS
Download, review, and monitor service released sold loan suspense conditions.
Communicate clearly and concisely with appropriate partners regarding resolution of conditions.
Obtain and submit supporting documentation to clear suspense conditions (internal and Investor) by deadline to minimize monetary penalties.
Monitor these investor servicing released conditions daily.
Ensure accuracy and clarity of document images in appropriate systems.
Maintain current knowledge of Investor/Agency documentation requirements to ensure appropriate documentation is obtained to clear conditions.
Produce and submit timely and accurate management reporting.
Develop and maintain high level customer service.
Create effective relationships and communication with teammates and partners.
Accepts other duties as assigned.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Attention to Detail – Maintains accurate tracking and reporting; provides pertinent information on a timely basis; consistently completes all tasks according to policy/procedure and standard. Highest accuracy level is critical in this position.
Planning and Organizing – Self-motivated and uses initiative with practical ability to multi-task; maintains sense of urgency and understanding of the importance in meeting deadlines; establishes a systematic course of action to ensure accomplishments of tasks and objectives. Sets priorities, goals, and timetable to achieve maximum productivity.
Communication – Creates an atmosphere in which timely and high-quality information flows smoothly; keeps appropriate partners informed and up to date; demonstrates ability to evaluate and solve problems from multiple perspectives and recommend solutions.
Interpersonal Relationships - Demonstrates appropriate and professional behavior in a fast-paced team environment and projects a professional image; always uses a high degree of tact and diplomacy.
Flexibility – Flexibility in work schedule during peak production period is critical in this position.
Qualifications, Education, and Certification Requirements
Education : College Degree is preferred. Business Administration degree a plus
Experience : Minimum 3 years first mortgage origination support.
Certifications/Specific Knowledge : Ability to interpret legal and regulatory directives in an atmosphere of constant change; complete knowledge of mortgage loan documentation and process flow; working knowledge of PC applications such as Word, Excel, and Outlook; high level user skills with mortgage origination systems software; capacity to build and manage reports to monitor daily tasks and production.
TRAINING REQUIREMENTS/CLASSES
Required annual compliance training.
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
This position is in a cubicle environment that may be loud throughout the day. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
TRAVEL
Travel may be required to come to meetings as needed.
💡 Quick Summary
Seeking a career-building opportunity? The Capital Markets Associate position is now open for candidates interested in the Bank Jobs sector. This role in Charleston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
