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Applications & Forms

Helpful Forms and Applications

Additional forms and applications are coming soon. In the meantime, please call or visit your nearest branch.

Careers

Lending Portfolio Manager, Steiner Ranch

LocationSteiner Ranch Branch

FULL-TIME

Summary:

This position is responsible for performing duties related to consumer and business loan applications; processing consumer, commercial and real estate loan payments and credit line advances; establishing, monitoring and updating loan document files; working daily insurance and monthly reports and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

Knowledge, Skills, and Abilities:

  • High School Diploma or equivalent
  • Two to three years Lending/Banking experience
  • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
  • Good interpersonal skills and knowledge or appropriate customer service
  • Excellent verbal and written communication skills with all levels of staff, management and customers
  • Organized and detail oriented and motivated self-starter
  • Ability to maintain confidential information

Essential Duties and Responsibilities:

  • Follow up with clients to collect missing or needed documentation for loan files
  • Confirm booked loans were correctly set up in Precision
  • Schedule or coordinate closings with all parties / relay loan progress updates to all parties
  • Underwrite loans and prepare LAM’s and other documents for Loan Approvals
  • Assist Loan Officer with existing and new client relationships in any way that is needed
  • Work directly with UW team and Loan Administration teams to assist in approval and closings

 DAILY

  • Assist Branch Manager as needed and other Loan Officers as directed by Branch Manager or Chief Loan Administration Officer in all loan closing, funding, customer service, or other duties as requested.  These duties could include but are not limited to the following:
  • Set up new loan file
  • Scan loan documents and email to appropriate staff in Calvert to be set up on system
  • Review loan documents to insure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues (to be learned over time)
  • Place documents in loan files, maintain filing in loan files as needed
  • Ensure that customer service telephone calls are handled promptly
  • Promote business for Bank by maintaining good customer relations and by referring customers to new services

WEEKLY

  • Keep Tickler System updated
  • Follow up on missing, incomplete or incorrect documentation
  • Track and monitor unperfected liens until corrections are complete
  • Process insurance received by writing loan numbers on policies, scan and email to appropriate staff in Moulton for tracking with CPI.

AS NEEDED

  • Prepare and Review motor vehicle titles and other legal documents to ensure proper lien perfection prior to sending in to County or State offices
  • Process advances on lines of credits
  • Order credit reports online as needed and prepare Notice to borrowers in compliance with Bank’s RBPN Policy and Procedures
  • Perform all pre-funding requirements for real estate loans and send to appropriate staff for approval prior to funding/closing
  • Order appraisals as needed on real estate loans
  • Perform other real estate processing duties as needed including ordering environmental reports and open title with title companies
  • Order flood determinations and mail notice (when applicable) to borrowers in accordance with bank policy
  • UCC searches and file UCC-1s online with Secretary of State in accordance with bank policy before closing/funding loan

Job Complexity:

Decision Making:

  • Ability to define problems, collect data, establish facts, and identify solutions.  Ability to interpret regulatory requirements, and make operating decisions that enforce compliance.
  • A Senior Loan Closer with experience in consumer and CRE loan documentation is highly recommended

Loan Officer, Southwest Austin

LocationSouthwest Austin

FULL-TIME

SUMMARY

Responsible for proactively soliciting new consumer, real estate, and commercial loans and sell the Bank’s products to meet established loan quality and production goals.

Primary Duties and Responsibilities:

  • Generate own pipeline of loans
  • Obtain and review necessary loan documentation from borrowers and present complete packages to processing for submission into underwriting.
  • Monitor and ensure closing dates and rate lock expirations and company deadlines are met.
  • Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
  • Comply with all federal and state compliance policies and adhering to HMDA requirements.
  • Review loan documents to insure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues.
  • Order appraisals, credit reports, and evidence of insurance.
  • Promote business for Bank by maintaining good customer relations and by referring customers to new services.
  • Prepare various monthly reports.

Other Duties:

  • Participate in business development activities at all levels.
  • Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.

Knowledge, Skills, and Abilities:

    • High School degree or equivalent
    • 2 years bank lending experience
    • Knowledge of federal and state mortgage banking regulatory requirements
    • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
    • Good interpersonal skills and knowledge of appropriate customer service
    • Organized and detailed oriented
    • Ability to prioritize tasks accordingly
    • Ability to maintain confidential information

Mortgage Processor, Leander

LocationLeander Branch

FULL-TIME

Summary:

This position is responsible for performing duties related to processing mortgage loans. Monitoring and updating loan document files; working daily to ensure mortgage loans are closed timely, accurately & compliantly. Support other members of SSB mortgage team through guidance, training & process improvement. Promote business for the Bank by maintaining excellent customer relations and referring customers to appropriate staff for new services.

Essential Duties and Responsibilities:

DAILY

  • Review assigned mortgage loan files in MBOT & maintain pipeline report
  • Run findings with DO or LP for secondary market eligibility (If not completed yet)
  • Review loan files for completeness and accuracy in accordance with Bank policies, procedures and compliance related issues. Notify LO, Operations Manager if a possible issue exists for early resolution.
  • Request & collect all required supporting documents from client/LO. File appropriately in ImageFlow.
  • Update MBOT file & electronic ImageFlow file as needed as our system of record
  • Package & submit files to underwriting for approval in accordance with DO/LP findings (& Investor guidelines) & communicate with LO regarding status
  • Work with LO & LockDesk to ensure loan is locked prior to final underwrite.
  • Assist Closing/Funding Manager & mortgage loan department as directed

WEEKLY

  • Follow up on missing, incomplete or incorrect documentation proactively to ensure on time closing.
  • Participate in Bi-Weekly processing meetings.

AS NEEDED

  • Work with Compliance department as needed

ANNUALLY

  • Assist as directed with audits & department reviews
  • Complete BAI courses as assigned.

Knowledge, Skills, and Abilities:

  • High School Diploma or equivalent
  • Minimum 5 years mortgage processing experience in Portfolio, Conventional, FHA & or VA lending.
  • Working knowledge of RESPA rules & familiarity with TRID regulations
  • Computer skills; Word/Excel/PowerPoint/Internet/E-mail. Ability to learn MorgageBot LOS
  • Good interpersonal skills and knowledge & desire to provide excellent customer service
  • Excellent verbal and written communication skills with all levels of staff, management and customers
  • Organized and detail oriented
  • Ability to prioritize in a fast paced environment
  • Ability to maintain confidential information
  • Currently licensed with NMLS or the ability to be licensed

Personal Banker, Bremond

Location: Bremond

FULL-TIME

Teller Functions (50%)

  1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
  2. Count currency, coins, and checks received, by hand or using currency-counting machine.
  3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
  7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  8. Identify transaction mistakes when debits and credits do not balance when running proof.
  9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
  10. Prepare and verify cashier’s checks.
  11. Process mortgage or other loan payments, verifying payment dates and amounts due.
  12. Provide exemplary customer service via phone and in person.
  13. Resolve problems or discrepancies concerning customers’ accounts.
  14. Explain, promote, or sell other bank products or services.
  15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
  16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
  17. Follow compliance reporting procedures concerning CTRs, SARs, others
  18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
  19. Willing to travel to different locations within the organization.
  20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

  1. Perform Teller Duties as required.
  2. Execute wire transfers.
  3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
  4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
  5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
  6. Learn and follow CIP policy when opening new accounts.
  7. Obtain all necessary information and required documentation to open specific account type.
  8. Use computers and computer systems/programs to set up functions, enter data, or process information.
  9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
  10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
  11. Obtain credit records from reporting agencies.
  12. Cross-sell other value-added bank products and services.
  13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
  14. Analyze information and evaluate results to choose the best solution and solve problems.
  15. Refer customers to appropriate bank personnel in order to meet their financial needs.
  16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
  17. Assess the value, importance, or quality of things or people.
  18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
  19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
  20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
  21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
  22. Willing to travel to different locations within the organization.
  23. Willing to cross sell all bank and non-banking products and services.

Personal Banker, Calvert

Location: Calvert

FULL-TIME

Teller Functions (50%)

  1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
  2. Count currency, coins, and checks received, by hand or using currency-counting machine.
  3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
  7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  8. Identify transaction mistakes when debits and credits do not balance when running proof.
  9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
  10. Prepare and verify cashier’s checks.
  11. Process mortgage or other loan payments, verifying payment dates and amounts due.
  12. Provide exemplary customer service via phone and in person.
  13. Resolve problems or discrepancies concerning customers’ accounts.
  14. Explain, promote, or sell other bank products or services.
  15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
  16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
  17. Follow compliance reporting procedures concerning CTRs, SARs, others
  18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
  19. Willing to travel to different locations within the organization.
  20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

  1. Perform Teller Duties as required.
  2. Execute wire transfers.
  3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
  4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
  5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
  6. Learn and follow CIP policy when opening new accounts.
  7. Obtain all necessary information and required documentation to open specific account type.
  8. Use computers and computer systems/programs to set up functions, enter data, or process information.
  9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
  10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
  11. Obtain credit records from reporting agencies.
  12. Cross-sell other value-added bank products and services.
  13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
  14. Analyze information and evaluate results to choose the best solution and solve problems.
  15. Refer customers to appropriate bank personnel in order to meet their financial needs.
  16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
  17. Assess the value, importance, or quality of things or people.
  18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
  19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
  20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
  21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
  22. Willing to travel to different locations within the organization.
  23. Willing to cross sell all bank and non-banking products and services.

SouthStar Bank is always looking for talented individuals to join our team.  Email your resume to our HR department.

SouthStar Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.