SBA Senior Loan Closing Specialist

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential Functions and Responsibilities

• Prepares and meticulously reviews all closing documents for SBA loans, guaranteeing accuracy and adherence to both bank policies and SBA regulations. This includes loan agreements, security documents, and various disclosures.
• Acts as the central point of contact, effectively communicating with borrowers, lenders, loan officers, attorneys, and other parties involved in the closing. You'll keep everyone informed and ensure they understand their roles and deadlines.
• Verifies borrower information and meticulously ensure the bank's liens on collateral are properly filed and secured according to SBA guidelines. This may involve title searches, UCC filings, and other verifications.
• Oversees the entire SBA loan closing process, from gathering and verifying all necessary documentation to scheduling and conducting the closing itself. This involves ensuring all requirements are met for a smooth and timely closing.
• Maintains a strong understanding of various SBA loan programs, particularly those offered by your bank (e.g., 7(a), 504). This knowledge is crucial for identifying program-specific requirements and ensuring adherence to SBA regulations.
• Stays up-to-date on and ensure adherence to all regulatory requirements related to SBA loans, including those set by the bank and the SBA itself.
• Proactively identifies and addresses any potential issues that may arise during the closing process.

Other Duties and Responsibilities

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :