Job Openings >> Loan Specialist
Loan Specialist
Title:Loan Specialist

CoastalStates Bank is currently looking for a Loan Specialist for it’s Dawsonville, GA location. The Loan Specialist is responsible for customer support for a variety of internal and external audiences. This person will perform a variety of loan administration functions, as well as, coordination of closings with all interested parties to ensure compliance with applicable policies, procedures and regulations, and be cross trained in opening new accounts for loan clients.

Essential Position Responsibilities:

  • Will work with all lenders in North Georgia Region to assist with the loan platform, nCino. This will include creating new relationships, uploading financials, pipeline and maturing loan management, and working loan exceptions, which include both technical and financial exceptions.
  • Works with lenders and loan team to assist with to coordination of closings, insuring all conditions and requirement are met and that documents are correct and received on a timely basis for closing.
  • Provides exceptional client service to both external and internal clients.
  • Acquires and maintains knowledge of applicable banking regulations.
  • Ensure procedures are accurately documented in compliance with departmental policy, practices, and regulations.
  • Create spreadsheets when necessary for region or lenders.
  • Cross trained to open deposit accounts for loan clients and answer general deposit service questions for clients.
  • Performs all other duties as assigned.


Education, Experience, and Equipment Requirements:

  • Two or four-year degree preferred, high school or equivalent degree required.
  • 5 years of banking experience required, or an equivalent combination of education and experience may be acceptable.
  • Strong verbal and written communication skills as well as the ability to work independently.
  • Requires strong attention to detail, excellent problem-solving skills, and the ability to work within time constraints.
  • Proficiency in Microsoft Excel and Word in order to develop spreadsheets, templates, and reports is required.
  • Preferable to have experience working with nCino loan platform.
  • Exceptional teamwork skills are required.
  • Ability to manage multiple projects and work independently under limited supervision.


We offer a competitive wage and comprehensive benefit plan.

CoastalStates Bank (“CSB”) builds relationships by providing a full range of banking services designed for businesses, their owners, and individuals looking for a local banking partner. With a community bank presence in the LowCountry of South Carolina (Hilton Head Island and Bluffton), Savannah, Atlanta, and North Georgia (Cumming and Dawsonville), CSB also serves communities across the country through our Government Guaranteed Lending, Senior Housing, and Mortgage Banker Finance lines of business.

CSB – Local. And Proud Of It.®

CoastalStates Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants for employment without regard to race, religion, color, sex, national origin, age, disability or veteran status, or any other legally-protected factors.

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