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Sr. SBA Loan Administrator

3 months ago

Temecula, United States CalPrivate Bank Full time
Job DescriptionJob Description

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion

Job Title

SBA Senior Loan Administrator

Department

Credit Administration

Business Unit

PBC-SBA

Reports To

SBA Loan Processing Manager

FLSA Status

Exempt

Job Summary

The Sr. SBA Loan Administrator is primarily responsible for providing the efficient, effective, and accurate performance of all loan documentation and file completion. The Sr. SBA Loan Administrator will review content, accuracy and thoroughness in the process and documentation. This position will also support the Loan Processing team in achieving established goals and production targets, while ensuring regulatory compliance and adherence to CalPrivate Bank's policies and procedures. The SBA Senior Loan Administrator is responsible for ensuring that loans are properly documented and that both supporting and contractual documentation complies with state and federal laws and protects the interest of the Bank and its customers. This position is required to have full knowledge and experience in all aspects of SBA loan lending and proficient knowledge of the SBA’s SOP.

Duties and Responsibilities

  • Responsible for the processing and closing of all SBA loans in accordance with regulatory requirements and all relevant policies and procedures.
  • Collaborates with Business Development Officers, Underwriters and Account Officers to gather all relevant due diligence information for financial and credit analysis, and loan approval.
  • Primary loan support for Underwriters, Business Development Officers, and Credit Administration. (“Loan Team”)
  • Assist Loan Team with gathering, reviewing, and assembling due diligence information and other loan documentation from pre-loan documentation to loan closing.
  • Serve as liaison to coordinate the activities of external and internal groups, Loan Team and individuals who are a party to the loan.
  • Actively participate with the Loan Team in proactive problem identification or closing obstacles and resolution.
  • Manage, coordinate, prioritize multiple loan closings simultaneously and actively. Always maintain a current pipeline.
  • Process loan requests as assigned.
  • Collateral due diligence and perfection for all types for collateral including real estate. Review and address title exceptions for Lender’s title insurance policy.
  • Review all entity due diligence information, ensure due authority and ownership.
  • Prepare and review loan documentation for accuracy and risk management. Coordinate loan signing.
  • Ensure proper collection of all closing fees.
  • Assists Loan Team to ensure all approvals, waivers and exceptions authorizations are received pre-closing. Ensure and document that all pre-closing conditions have been met.
  • Follow procedures for submitting the final loan package to Loan Servicing Department for the accurate and timely booking of new and existing loans.
  • Ensure that ETRAN(CAFS) is updated and matches the bank approved loan and all documentation as required by SBA has been uploaded.
  • Follow up on post-closing exceptions and receipt of original signed document. Scan and maintain all pre-closing and post-closing loan file data
  • Responsible for adherence to all loan related compliance laws and regulations; cooperation with compliance related reporting and regulator exam related follow up.
  • Provides team support to processors on documentation, complex loan issues and processes.
  • Special projects as assigned
  • Responsible for daily delivery of the highest level of service to both internal and external clients.

BSA/AML/ Compliance

Responsibilities

Complete required documentation for new account/loans including collection of required customer documentation, identification, and information as required by the Bank’s CIP program. This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

Qualifications

Must have 5+ years of direct SBA experience including processing and servicing SBA/Loans, SBA processing experience with knowledge and training in all commercial lending activities, extensive processing, and terminology to include at least 4 years documentation experience. Computer skills required include good working knowledge of word processing, spreadsheet applications, proficient with ETRAN (CAFS), knowledge of Laser Pro and bank lending policies.

Skills Needed

  • Good mathematics, reasoning, oral comprehension skills
  • Excellent organizational and time management skills
  • Excellent oral and written communications skills
  • Active listener
  • Must consistently provide the highest level of customer service
  • Must possess a positive, can-do attitude

Competencies

  • Problem Solving
  1. Identify and resolve problems in a timely and accurate manner
  2. Gather and analyze information prior to completing a task
  3. Takes ownership of tasks, including follow through to completion
  4. Possess a willingness to do what it takes to get the job done
  • Quality Management
  1. Strong ability to multi-task and manage shifting priorities and accomplish tasks accurately and in a timely manner
  2. Understands and applies the appropriate level of urgency to job/tasks and meets tight deadlines
  • Communication
  1. Ability to effectively present information and respond to questions from other employees, managers, clients, customer and vendors
  2. Responds well to questions and relays answers clearly with a high degree of professionalism
  • Judgement
  1. Strong ability to exercise/demonstrate good judgement and sound decision making
  2. Can prioritize projects and shift attention among changing tasks and priorities.
  3. Included appropriate people in decision-making
  • Teamwork
  1. Actively contributes to building a positive team spirit
  2. Balances team and individual responsibilities

Physical Demands

  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally between banking