This is a REMOTE opportunity. You MUST have SBA experience to be considered.
SUMMARY:
The SBA Processor/Closer is responsible for all functions of assisting in the processing and closing SBA Loans in compliance and adherence with SBA SOP, state and federal laws and regulations, as well as Bank lending policies and procedures; Review and understand Entity Documentation, Purchase Sale Agreements, Title Commitments and Prelims. Work closely with the processors, underwriters, brokers, and customers. Assumes responsibility for various department functions as necessary or in the absences of staff members. Promotes business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services. Some direct customer contact and cross-training for other positions within the SBA Department is to be expected.
ESSENTIAL DUTIES
* Delivers on the Bank’s tagline of “Your Best Banking Experience – Ever!” by reinforcing the application of superior customer service through own example along with appropriate follow through with involved customers and employees; actively participates in specific periodic meetings and presentations on this topic with all staff members.
* Assist in the Processing and preparing SBA loan files for closing, funding, and post close requirements.
* Create new loan folders and order all reports and forms required by SBA SOP to close and fund loan.
* Review and understand Entity Documentation, Purchase Sale Agreements, Title Commitments, Prelims.
* Assists Loan Officers, lending support staff, and other Bank personnel in resolving inquiries or issues relating to loan servicing. Processes, solves, and answers customer transactions, problems, or inquiries. Answers telephones, answers questions and directs callers to proper Bank personnel.
* Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.
* Responds to inquiries or refers inquiries to the appropriate department or person and exhibits the necessary follow-through with customers and/or staff involved.
* Assumes responsibility for special projects; gathers data and prepares reports for Senior Management, audits, and other personnel. Processes, solves, and answers complex customer transactions, problems, or inquiries. Answers telephones, answers questions and directs callers to proper Bank personnel.
* Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations; adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position.
* Develops and maintains a working knowledge of banking laws and SBA regulations by reading various publications and circulars; attends seminars and meetings with peers.
* Other duties as assigned
MINIMUM REQUIREMENTS • Bachelor’s degree (BA) or equivalent from an acceptable 4 YEAR college or university; or at least 5 YEARS of BANKING experience and/or training; or the equivalent combination of education and experience.
• Excellent organizational and time management skills with basic skills in computer terminal and personal computer operation; host computer system; word processing, spreadsheet, and specialty software programs with intermediate typing skills to meet production needs of the position• Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions ,write reports, correspondence, and procedures, speak clearly to customers and employees.