CB Credit Specialist - Decatur, AL

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!

Job Title:

CB Credit Specialist

Location:

Corporate Billing

239 Johnston St SE

Decatur, AL 30305

Department:

CB Credit Dept

Ability to Telecommute:

No - Location listed above only

People Management:

No - Individual Contributor

Travel Required:

No

Position reports to: (Job Title and Name)

CB Credit Manager

Position Type:

Full Time

Hiring Manager: (if different from above)

Date of most recent update:

April 24, 2025

Job Description

SUMMARY/OBJECTIVES

A Credit Specialist is responsible for setting up new customer applications, verifying references, pulling credit reports. Position is also responsible for general administrative tasks of department.

ESSENTIAL FUNCTIONS

• Set up new applications on the system within established guidelines

• Contact vendors for credit references via telephone, fax, and email

• Research companies by utilizing the internet

• Access credit reports for businesses and individuals

• Create and update new client reports

• Enter data into Cadence and CBCentral

• Perform general office duties such as answering telephone and interacting with clients

• Goal is to complete an average of 15 applications per day

• Develop skills through cross-training with analysts in authorizations and approval of updates and new accounts as time allows

• Special projects as assigned by manager

COMPENTENTCIES

• Excellent verbal and written communication skills are required as well as excellent customer relations skills

• Must be proficient in Excel, Word, and Outlook and general office duties; experience using Cadence operating system is preferred

• Must effectively manage workflow and assignments - appropriately prioritizing work. Attention to detail and accuracy is required

Qualifications, Education, and Certification Requirements

• High school graduate or equivalent is required

• Prefer 2 years or more of credit experience

• Excellent interpersonal skills, including leading a team for maximum operational performance

• Excellent verbal and written communication skills are required as well as excellent customer relations skills

• Must be able to function effectively as part of a team and must possess the ability to deal effectively and tactfully with clients/vendors

• Must be proficient in Excel and Word and general office duties

• Ability to multitask

• undefined

  TRAINING REQUIREMENTS/CLASSES

  Required annual compliance training, New Employee Orientation

  PHYSICAL DEMANDS

  Must be able to remain seated or work standing in a confined area on a computer for a minimum of four (4) hours each workday

  Must be able to constantly use hands and fingers to enter data through or on a computer or answer a phone throughout most of an eight (8) hour shift

  Must be able to walk often throughout the day

  Must be able to hear and communicate with coworkers and customers throughout the day

  May need to lift-up to twenty-five pounds one to two times a day to perform job

  WORK ENVIRONMENT

  Must be able to function in a professional, business office environment and act and dress appropriately for same, consistent with the Bank's grooming and dress codes

  Must demonstrate excellent interpersonal skills with customers and coworkers

  Must be willing to function as a team member

  Must be willing to demonstrate commitment to SouthState Bank's mission and goals

  The information below is to be updated by the HRBP and HR Compensation team only.

Approved By:

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Dea Burger

Date:

February 26, 2025

Last Updated in Workday By:

Choose an item. Dea Burger

Date:

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Job Code:

CBLCSR

Job Category:

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Job Title:

CB Lead Client Services Rep

Classification:

Non Exempt

Job Grade:

Grade 15

Bank Grp/LOB:

Corporate Billing

Region Division:

Cost Center:

HRBP:

Ralph Kerr

Equal Opportunity Employer, including disabled/veterans.