Fund Finance Portfolio and Sales Associate (Raleigh, Durham, Atlanta or Richmond)

Job description

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! Duties & Responsibilities: The Fund Finance Portfolio/Sales Associate is responsible for supporting new business activity and ongoing portfolio management for Fund Finance relationships, including but not limited to the following: Client Onboarding & Diligence Coordination: Serve as a primary point of coordination for client and prospect documentation requests, including follow-up to ensure timely and complete responses. Design, maintain, and manage standardized diligence request templates for credit and treasury needs...