SAM Portfolio Analyst

📋 Description

• • The SAM Portfolio Analyst supports the Director of Special Assets and the SAM Governance & Practices Manager by providing operational, reporting, and governance support for the Special Assets portfolio, ensuring data accuracy, procedural compliance, and timely system updates across multiple platforms.
• • Day-to-day responsibilities include assisting with portfolio reviews, risk rating and accrual status updates, maintaining department forms and documentation, participating in quarterly CLAR processes, managing SAM transfer requests via ServiceNow, updating SharePoint records, compiling 1099 forms, taking minutes for Special Assets Committee meetings, and supporting audit requests from internal, third-party, and regulatory bodies.
• • SouthState Bank is a growing financial institution with deep community roots since the 1930s, known for combining personal relationships with forward-thinking solutions, and committed to employee success, trust-building, and excellence in service.
• • In this role, the individual will develop expertise in special assets management, gain hands-on experience with loan portfolio governance, strengthen analytical and documentation skills, and contribute to compliance and risk mitigation efforts within a regulated banking environment.