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Helpful Forms and Applications

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


Senior Mortgage Lending Processor, Lakeway / Leander



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 SouthStar Bank 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:


  • Review assigned mortgage loan files in MortgageBot & 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 MortgageBot 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


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


  • Work with Compliance department as needed


  • Assist as directed with audits & department reviews
  • Complete BAI compliance 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, Southwest Austin / Leander

LocationSouthwest Austin/Leander Branches


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.

Loan Officer, Georgetown / Southwest Austin / Round Rock / Steiner Ranch

Location: Georgetown/SW Austin/Sendero Springs/Steiner Ranch/Leander Branches



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

Commercial Loan Closing Coordinator - HBF, Steiner Ranch

Location: Steiner Ranch


Responsible for providing administrative support to Loan Officers, commercial loan closings, and post-closing loan servicing.

Primary Duties and Responsibilities:

  • Assist assigned Loan Officers with gathering and uploading initial documents needed to prepare for mortgage loan approvals to MortgageBot;
  • Assist assigned Loan Officers with gathering all documents needed to for commercial loan approvals and closings;
  • Assist assigned Loan Officers with scheduling and calendar management;
  • Point of contact for all HBF builder and developer clients for weekly loan draw activity;
  • Point of contact for all HBF Participant Banks;
  • Coordinate all HBF Participation Agreements;
  • Manage Participation Advances and monthly Interest payments;
  • Submit weekly/monthly reporting for assigned Loan Officers;
  • Coordinate closings of HBF unit loans under approved Lines of Credit;
  • Assist with preparation of subdivision approvals and complete new start approvals for each HBF unit closing;
  • Order appraisals for HBF unit loan closings;
  • Obtain and review monthly billing statements for all HBF clients, consolidating bills into one statement as needed;
  • Monitor availability under all active Lines of Credit on a weekly basis;
  • Order, review, and analyze collateral and entity related documents and highlight all exceptions to be cleared prior to closing;
  • Obtain and review third party inspections, environmental reports, title reports, surveys, flood certificates, insurance, building documents, sale contracts and other items required for underwriting and closing new commercial loans;
  • Order and assist in coordination and review of attorney prepared documents for adherence to loan policy and the terms and conditions outlined in the loan approval;
  • Submit CRE appraisal order requests and all necessary supporting documents to the Appraisal Department;
  • Maintain Work Flow Files and prepare for pre-funding review of loan documents and loan file to ensure documents are ready for execution and that all exception items have been resolved or appropriately waived;
  • Coordinate and request wires/checks for closings;
  • Submit complete loan package to the Loan Administration team for booking;
  • Review residential and commercial loan draw requests, collect all necessary lien waivers, draw documents, invoices and other supporting documents, and confirm advance amounts are funded correctly;
  • Review weekly past due and exception reports and collect required financial reports, insurance, property tax receipts, etc.;
  • Provide customer service to clients and respond to all customer inquiries regarding loan status, payments, etc.; and
  • Assist Loan Officers with loan extensions and modifications.

Other Duties:

  • Assist with post-closing servicing, customer requests, and other projects as assigned;
  • Verify adherence to loan policy and loan administration procedures in daily work;
  • Promote business for the Bank by helping to maintain good customer relations;
  • Help cross-selling and referrals to other departments of the Bank;
  • Complete internal appraisal reviews; and
  • Complete all assigned Bank compliance training.

Knowledge, Skills, and Abilities:

  • High School Diploma or equivalent – some college preferred;
  • Two to five years Lending/Banking/Loan Administration experience;
  • Working knowledge of computers, technology, servers, and core processing system;
  • Excellent interpersonal skills and knowledge of appropriate customer service;
  • Excellent verbal and written communication skills with all levels of staff, management and customers;
  • Organized and detail oriented and ability to prioritize tasks;
  • Ability to maintain confidential information; and
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. Required to regularly stand, walk, climb stairs, sit, use hands to finger, handle or feel, reach with hands and arms, and talk or hear. May be required to lift and/or move up to 25 pounds on occasion.

Sr. Mortgage Loan Originator, Georgetown


  • The Mortgage Loan Originator (MLO) is responsible for the overall mortgage lending of the branch from a sales and service perspective. The Mortgage Loan Originator (MLO) is responsible for developing the secondary market and portfolio lending programs of the bank. The MLO will works closely with the Marketing Director and Senior Bank Manager and Mortgage Lending Manager to implement bank wide and area wide specific marketing plans. Create and execute marketing strategy and tactics that utilize the following disciplines to improve customer experiences: Customer Loyalty Management, Customer Relationship Management and Customer Value Management.

Essential Duties and Responsibilities:

  • Provide Mortgage Lending expertise in all areas of Mortgage Lending including an extensive knowledge of Fannie/Freddie, FHA, VA & USDA (Secondary Market Programs) as well as the Banks Portfolio Program.
  • Provide assistance on customer relations, troubleshooting and problem solving.
  • Take Continued Education courses provided by the bank to ensure compliance and regulatory measures are met at all times
  • Report to the Branch Manager and Mortgage Lending Manager on procedural issues in the processing and closing areas to ensure efficient and consistent workflow to centralized operations area. Report to Branch Manager on sales/service related issues.
  • Key liaison between the banks customers seeking mortgage and commercial loan opportunities to facilitate the development of the deposit relationships, electronic products and any other products the customer would need.
  • Maintain a cooperative work environment within the location and between other departments. Coordinate with Branch Manager on operational processes to maintain adequate controls and quality service to customers. Encourages staff to achieve cross selling goals.
  • Hold regularly scheduled location and off location meetings to ensure that any and all bank referral partners are aware of the senior management group’s concerns, successes, and upcoming activities. Conduct regularly scheduled meetings with direct report staff to discuss and follow up on issues, status, roadblocks, status etc.

Effectively support staff by:

  • Working closely with the processor assigned to your loan
  • Help gather important documents that are needed to successfully close the mortgage loan
  • Respecting and using the skills, expertise, experience and insights of people
  • Providing direction and resources, removing barriers and helping develop people’s skills
  • Communicating which includes helping people transform information into knowledge and learning
  • Anticipating conflicts and facilitating resolution
  • Modeling behavior; and
  • Coaching people to success.

Knowledge, Skills, and Abilities:

  • High school diploma or equivalent
  • Five years of mortgage lending experience
  • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
  • Good interpersonal skills and knowledge of appropriate customer service
  • Excellent verbal and written communication skills with all levels of staff, management and customers
  • Organized and detail oriented
  • Ability to maintain confidential information

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.