Sba Loan Support Specialist/ Remote

Detalles de la oferta

The Loan Support Specialist (LSS) will work closely with the National Sales Manager, BDOs, Underwriters, and Closers to effectively develop, onboard, and close new loan opportunities. The Loan Support Specialist will also manage and process SBA 7a,504, USDA and other government guaranteed loan (GGL) applications and facilitate the processing of loans through the credit and closing areas. Must be able to coordinate SBA and GGL loan applications and provide the SBA credit department with complete packages. ESSENTIAL DUTIES Upholds, at all times, the Banks Core Values 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; actively participates in specific periodic meetings and presentations on this topic with all staff members. Work with SBA BDO team and National SBA Sales Manager to prepare complete loan packages that can be presented to credit for underwriting. LSS reviews completed loan package from BDO and submits to credit. LSS ensures all items from minimum critical checklist are included, all documents are current and signed, and any additional reports are pulled and reviewed prior to submission to credit. Coordinate directly with customer to retrieve additional information or clarify information throughout the entire process until loan has funded/closed. Maintain accurate information within the banks loan origination system (currently SPARK) by managing and uploading various documents and keeping current the terms, stages, dates, and other relevant data points. Strong ability to provide complete and accurate loan packages to Underwriting, including an advanced understanding of the documentation needed for different loan types (purchase vs. refi, equipment, real estate, business acquisitions, etc.) Support SBA Underwriters and Closers in obtaining any missing or needed items to ensure a timely and successful approval and loan closing or Secondary Market closers with loans funded by investors and/or interim loan closings. Maintain constant contact with borrowers, sellers, brokers, and other related parties on the status of the loan and missing or required information still needed by the bank. Obtain contact information on third-party vendors related to each loan file such as title, insurance, and escrow to name a few. Maintain a list of approved brokers. Confirm loan package to approved list to ensure paid broker has been approved or necessary paperwork is in the package to submit for approval. Manage the adverse action process. Advise management of current activities and any significant issues. Other duties as assigned. SUPERVISORY RESPONSIBILITY The position of Loan Support Specialist is not responsible for the supervision of any employees. MENTAL DEMANDS This position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. MINIMUM REQUIREMENTS Bachelors degree (BA) or equivalent from a college or university, and 1 year customer service experience or relevant work experience and/or training; or equivalent combination of education and experience in the financial services industry. Basic knowledge and understanding of financial institution departments and activities; knowledge of related state and federal banking compliance regulations, Bank policies and procedures, and the Banks products and services. Demonstrate excellent customer service via phone, email, and in-person and excellent communication and organizational skills. Must possess the ability to set priorities, manage tasks and meet critical deadlines. Microsoft Office suite required with strong Excel skills. Must possess accurate keyboard, spelling, and grammar skills as well as superior written and oral communication skills.


Salario Nominal: A convenir

Fuente: Adzuna_Ppc

Requisitos

Inteprete Per Lezioni Private Di Inglese

Letuelezioni , portale leader per fare lezioni private in Italia, è alla ricerca di un interprete di lingua inglese. Hai mai pensato di impiegare il tuo temp...


Letuelezioni - Otra

Publicado a month ago

Developer - Einvoicing

The Wise Seeker somos la empresa tecnológica de RRHH líder en la evaluación de talento sin sesgos. Con más de 15 años en el sector analizando las necesidades...


Key Talent Indicator - Otra

Publicado 21 days ago

Datenerfasser Im Kundenservice (M/W/D) - Arbeitszeit Frei Einteilbar - Remote

Verstärken Sie unser Team als Datenerfasser im Kundenservice (m/w/d) - Flexible Arbeitszeiten Unser wachsendes Unternehmen sucht zum nächstmöglichen Zeitpunk...


Stellenmanufaktur - Otra

Publicado 5 days ago

Technical Support Für Microsoft / Remote In Portugal / 3.000Eur Signing Bonus (German)

Deutschsprachiger Berater im Technical Support (m/w/d) bei Microsoft – Homeoffice in ganz Portugal Microsoft sucht neue erfahrene Kolleginnen und Kollegen , ...


Hartmann Recruitment - Otra

Publicado 5 days ago

Built at: 2024-11-22T02:44:55.161Z