Job Purpose :
Under supervision of the Closing Manager, the Loan Coordinator directs the timely and accurate transition of approved SBA loan packages coming from the Credit Department and moving into the Closing Department.
The Loan Coordinator works daily with Closers and lenders after loan approval to ensure required reports are approved by SBA and contacts borrowers and lenders requesting critical documents for the closing file.
The Loan Coordinator also supports Closers with document preparation, retrieval, and evaluation to complete closing files being submitted to attorneys for future SBA loan funding.
Duties and Responsibilities :
Loan File Transition
- Read, review, and complete the transition for SBA approved 504 loan packages from Credit Loan Officer to Closing Officer to initiate loan closing.
- Work within the secure portal to upload and accurately draft closing forms requiring completion by Borrower along with their electronic signatures.
- Prepare and process time sensitive SBA Loan Authorizations and all supporting Authorization documents.
- Work within SBA portals to upload reports and record necessary closing and Borrower data.
Loan Requirements
- Tax return verification obtain signed IRS forms which enable timely tax return and transcript verification of business and personal tax returns used in credit analysis and closing reports.
- Insurance requirements work with borrowers and insurance agencies to request required insurance certifications. Review and verify certificates, endorsements, and policy values for accuracy.
- Assist with monitoring the progression of closing files in collaboration with Closers.
- Work with Closers to assist with interim construction status. Follow up with third-party lenders. Collect and review eligible use of proceeds.
Skills / Qualifications :
- 1 - 3 years of job experience, preferably in a financial field
- Exceptional problem-solving abilities using written and verbal communication skills to effectively interface with a variety of internal, external customers and industry professionals.
- Exceptional organizational skills to focus and manage multiple tasks / projects and deadlines simultaneously.
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