Job Description

Responsibilities

• Support the processing and preparation of SBA loan files for closing, funding, and post-closing requirements.
• Develop and manage new loan folders and order required reports and forms.
• Review entity documentation, purchase sale agreements, title commitments, etc.
• Assist officers, support team, and other bank personnel in resolving loan inquiries and issues.
• Deliver exceptional customer service and follow-through with customers and employees.
• Respond to inquiries and refer inquiries to the appropriate department when necessary.
• Assume responsibility for special projects.
• Gather data and prepare reports for senior management, auditors, and others.
• Assure compliance with all bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations.
• Develop and maintain a working knowledge of banking laws and SBA regulations by reading various publications and circulars and attending seminars and meetings with peers.

Requirements

• Bachelor’s degree (BA) or equivalent from an acceptable 4-year college or university, or at least 5 years of banking experience – the equivalent combination of education and experience will be considered.
• Basic knowledge of title policies and loan regulations, including RESPA, HMDA, and other lending policies on loans to directors.
• Knowledge of branch operations, banking products and services, the ability to read, analyze and interpret general business information.
• Excellent organizational and time management skills with experience in computer terminal and personal computer operation, word processing, spreadsheets, and specialty software programs and typing skills to meet production needs.
• Intermediate math skills with the ability to calculate interest, commissions, proportions, and percentages.
• Exceptional verbal, written and interpersonal communication skills.