Loan Closing Business Analyst - Remote
SouthState BankAbout the role
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 1930s 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
It is the responsibility of the Loan Closing Business Analyst to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Position reports to and works in tandem with the Loan Closing Systems & Reporting Analyst to ensure reporting timelines are met and all Document Prep application issues and updates are resolved and completed in a timely manner. Document Prep applications duties include testing for application releases, configuration and implementation of application functionality required for process/product enhancements or initiatives, communication with Vendors regarding any application issues, and review of Vendor correspondences to determine applicability and communication of information, ensuring the systems are utilized to maximum potential. Reporting responsibilities include assisting with regular reporting of Loan Closing/Loan Compliance business performance through dashboard metrics and ad hoc analytics. Position will assist in developing and/or maintaining documentation related to processes such as functional overview documents, business flows, procedures, job aids, and release documentation.
ESSENTIAL FUNCTIONS
Serve as a subject matter expert on our Document Prep applications for loan closings and for all requests that require changes to the Document Prep systems, including performing updates in test and production environments and maintaining documentation of changes for audit purposes.
Assist with providing consulting services for business partners on new initiatives by assessing, researching, and analyzing business needs as it relates to the use of our Document Prep applications.
Create and execute test scripts for end user and production release phases.
Validate, troubleshoot, and resolve end user issues.
Create, maintain, and enhance LaserPro and TruStage loan documentation used by Loan Closing, which includes but is not limited to User Guides, Job Aids, Business Requirement Documents (BRDs), and Business Process Flows.
Assist with planning and implementation of future application releases and integrations.
Ensure loan documents adhere to product specifications and regulatory requirements with Compliance and Legal approval.
Assist in performing ad hoc data analysis. Communicate results of data analysis in written and verbal form to management team and business partners.
Assist in the preparation of monthly reports and dashboard metrics. Review and validate data to ensure accurate reporting.
Keep management apprised of any system or compliance issues which could negatively affect the bank.
Work with designated personnel in each area to implement any new products and/or to update existing products.
Respond to inquiries from closing teams, lenders, and other bank personnel.
Ensure compliance with the Corporate Code of Business Conduct and Ethics and other operating policies and procedures. Complete all compliance training.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
COMPETENCIES
Excellent written and oral communication skills.
Exceptional attention to detail in composing, typing, proofing material, and in establishing priorities and meeting deadlines.
Ability to handle multiple projects simultaneously and easily adapt to changing situations.
Proficient in handling complex problems independently.
Excellent analytical skills, strong technical and problem solving skills and proven ability to work with teammates at all levels of the organization.
Flexibility and adaptability to prioritize a fluctuating workload in a fast-paced, customer focused environment.
Ability to review, learn and implement new technology in a working environment to increase productivity and improve communication.
Qualifi
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