Senior SBA Loan Processor/REMOTE

Job Description

Job Description

SENIOR SBA LOAN PROCESSOR / CLOSER

• The Senior SBA Loan Processor is responsible for all functions of processing and closing SBA Loan 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. Prepare Loan Documents in compliance and adherence with SBA SOP, state and federal laws and regulations, as well as Bank lending policies and procedures;

Work closely with 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

1. Upholds, at all times, the Banks Core Values of : Integrity, Respect, Positive Attitude, Empowerment, Professionalism, and Excellence.

2. Delivers on the Banks 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.

3. Process and prepare SBA loan files for closing and funding.

4. Prepare and order all reports and forms required by SBA SOP to close and fund loan.

5. Review and understand Entity Documentation, Purchase Sale Agreements, Title Commitments, Prelims.

6. 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.

7. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.

8. Responds to inquiries or refers inquiries to the appropriate department or person, and exhibits the necessary follow through with customers and / or staff involved.

9. 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.

10. Develops and maintains a working knowledge of banking laws and SBA regulations by reading various publications and circulars;

attends seminars and meetings with peers.

11. Completes administrative tasks correctly and on time

MINIMUM REQUIREMENTS

Bachelors 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. Work related experience should consist of a financial

analyzing or credit review background. Educational experience, through in-house training sessions, formal school or financial

industry related curriculum, should be business or financial industry related.

Basic knowledge of title policies and related loan regulations such as RESPA, HMDA and other Bank lending policies o