Sba Legal Document Specialist

2 months ago

Fort Lauderdale, United States iBusiness Funding Full time

**iBusiness Funding is a technology company focused on our mission to provide working capital to small and medium sized businesses in an efficient and transparent manner. We are committed to our four values of success: innovation, integrity, enjoyment, and family.**

**Our parent company is a top 15 SBA 7(a) preferred lender with SBA express and small loan capabilities.**

**Position Description**:
**Essential Duties and Responsibilities**:

- Generate all legal documentation required to close SBA loans in accordance with company policy and SBA SOP Guidelines
- Documents include but are not limited to: Agreement to Provide Insurance, Business Loan Agreement, Closing Certifications, Customer Identification Form, Error and Omissions Agreement, Guarantees, Non-Identity Affidavits, Resolutions, SBA Form 1050, SBA Note, Loan Agreements, and SBA Form 1059
- Prepare and review all required SBA state specific documents required for closing
- Confirm receipt of all post-closing legal documentation, checking for dates, signatures, and 100% accuracy on all documentation
- Work closely and build professional relationships with Credit, Supervising Attorneys and Closing Departments to ensure legal compliance of all loan-related documentation
- Present any observations of legal deficiencies to supervising Attorney(s)/closing department
- Adhere to turn time requirements
- Additional duties as requested

**Qualifications for Success**:

- Bachelor’s degree preferred but not required
- SBA 7a lending experience preferred
- Minimum of 2 years of commercial lending experience and/or relevant work experience in a functional role required or equivalent combination of education and experience
- Ability to prioritize and operate with a sense of urgency
- Able to demonstrate effective organization, critical thinking, and problem-solving skills
- Detail-oriented, and able to multi-task
- Able to demonstrate initiative to accomplish work objectives
- Detail-oriented and able to manage multiple tasks while meeting deadlines in a fast-paced work environment
- Able to work effectively in a team environment
- Able to prioritize and operate with a sense of urgency
- Strong verbal and written communication skills
- Requires knowledge of Microsoft Office and Adobe Pro

**Physical Demands**:
The physical demands of the position are typical of those found in a traditional office environment. Employees will not need to walk significant distances nor lift substantial weight. Employee will need to be able to remain seated at a desk for 8-9 hours in a typical workday.

**Conclusion**:
This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

  • SBA Business Loan Specialist Team Lead

    3 weeks ago

    Fort Lauderdale, United States iBusiness Funding Full time

    Job DescriptionJob DescriptionSalary: iBusiness Funding is a leading provider of lending solutions for banks and lenders of all sizes with a specialization in SBA lending. The company is dedicated to streamlining the business lending process to allow lenders to efficiently deliver capital to small and medium-sized businesses. iBusiness Funding has processed...

  • Sba Jr. Loan Closing Specialist

    2 months ago

    Fort Lauderdale, United States iBusiness Funding Full time

    **iBusiness Funding is a technology company focused on our mission to provide working capital to small and medium sized businesses in an efficient and transparent manner. We are committed to our four values of success: innovation, integrity, enjoyment, and family.** **Our parent company is a top 5 SBA 7(a) preferred lender with SBA express and loan...

  • SBA LSP Servicing Manager

    1 week ago

    Fort Lauderdale, United States iBusiness Funding Full time

    Job DescriptionJob DescriptionSalary: iBusiness Funding, LLC is a technology company focused on our mission to provide working capital to small and medium sized businesses in an efficient and transparent manner. We are committed to our four values of success: innovation, integrity, enjoyment, and family. Our parent company is a top 15 SBA 7(a) preferred...

  • Document Report Specialist

    2 weeks ago

    Fort Lauderdale, United States All American Document Services LLC Full time

    Job DescriptionJob DescriptionYou will work with Researchers and other document support staff in handling FL, NC courts and other jurisdictions to prepare client search reports; utilizing word processing and quick books for invoicing in a fast-paced environment. Responds to or routes routine inquiries from external or internal sources with appropriate...

  • Document Report Specialist

    2 months ago

    Fort Lauderdale, United States All American Document Services LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompetitive salaryDental insuranceOpportunity for advancementPaid time offVision insuranceYou will work with Researchers and other document support staff in handling FL, NC courts and other jurisdictions to prepare client search reports; utilizing word processing and quick books for invoicing in a...

  • Document Report Specialist

    2 weeks ago

    Fort Lauderdale, United States All American Document Services LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompetitive salaryDental insuranceOpportunity for advancementPaid time offVision insuranceYou will work with Researchers and other document support staff in handling FL, NC courts and other jurisdictions to prepare client search reports; utilizing word processing and quick books for invoicing in a...

  • Sba Quality Control Specialist Ii

    2 months ago

    Fort Lauderdale, United States iBusiness Funding Full time

    **iBusiness Funding is a technology company focused on our mission to provide working capital to small and medium sized businesses in an efficient and transparent manner. We are committed to our four values of success: innovation, integrity, enjoyment, and family.** **Our parent company is a top 15 SBA 7(a) preferred lender with SBA express and small loan...

  • Sba Quality Control Specialist Ii

    1 week ago

    Fort Lauderdale, United States iBusiness Funding Full time

    **iBusiness Funding is a technology company focused on our mission to provide working capital to small and medium sized businesses in an efficient and transparent manner. We are committed to our four values of success: innovation, integrity, enjoyment, and family.** **Our parent company is a top 15 SBA 7(a) preferred lender with SBA express and small loan...

  • SBA Underwriter

    1 week ago

    Fort Worth, United States American National Bank & Trust Full time

    Job DescriptionJob DescriptionDescription:GENERAL DESCRIPTION:The SBA Underwriter is responsible for the effective and efficient management and coordination of underwriting and assisting in the servicing of the bank’s Small Business Administration (SBA) 7(a) and 504 loan portfolio. Primary responsibility is ensuring that the 7A and 504 loans are...

  • SBA Underwriter

    3 weeks ago

    Fort Worth, United States American National Bank & Trust Full time

    Job DescriptionJob DescriptionDescription:GENERAL DESCRIPTION:The SBA Underwriter is responsible for the effective and efficient management and coordination of underwriting and assisting in the servicing of the bank’s Small Business Administration (SBA) 7(a) and 504 loan portfolio. Primary responsibility is ensuring that the 7A and 504 loans are...

  • SBA Underwriter

    3 weeks ago

    Fort Worth, United States American National Bank & Trust Full time

    Job DescriptionJob DescriptionDescription:GENERAL DESCRIPTION:The SBA Underwriter is responsible for the effective and efficient management and coordination of underwriting and assisting in the servicing of the bank’s Small Business Administration (SBA) 7(a) and 504 loan portfolio. Primary responsibility is ensuring that the 7A and 504 loans are...

  • Business Banking Sba Sales Specialist Ii

    2 weeks ago

    Fort Washington, United States Citizens Full time

    **Description** **Primary responsibilities include** - Provide SBA training and knowledge support to ensure RM's and BBO's can identify and sell SBA opportunities. - Assist RM's and BBO's with processing SBA 7(a) and 504 loans to ensure the process is managed efficiently and the customer experience is positive. - Direct calling on third party groups (CDCs,...

  • Document Processing Specialist

    3 weeks ago

    Fort Lauderdale, United States STAT Informatic Solutions Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYLooking for a Career that Matters? JOIN THE STAT Team!The Document Processing Specialist is responsible for the daily preparation, scanning, and verification of discharged patient medical records/charts. The Document Processing Specialist ensures all medical records are processed in accordance with...

  • Document Processing Specialist

    1 month ago

    Fort Lauderdale, United States STAT Informatic Solutions Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYLooking for a Career that Matters? JOIN THE STAT Team!The Document Processing Specialist is responsible for the daily preparation, scanning, and verification of discharged patient medical records/charts. The Document Processing Specialist ensures all medical records are processed in accordance with...

  • Document Processing Specialist

    2 weeks ago

    Fort Lauderdale, United States STAT Informatic Solutions Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYLooking for a Career that Matters? JOIN THE STAT Team!The Document Processing Specialist is responsible for the daily preparation, scanning, and verification of discharged patient medical records/charts. The Document Processing Specialist ensures all medical records are processed in accordance with...

  • Document Processing Specialist

    1 week ago

    Fort Lauderdale, United States STAT Informatic Solutions Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYLooking for a Career that Matters? JOIN THE STAT Team!The Document Processing Specialist is responsible for the daily preparation, scanning, and verification of discharged patient medical records/charts. The Document Processing Specialist ensures all medical records are processed in accordance with...

  • Document Processing Specialist

    1 month ago

    Fort Lauderdale, United States STAT Informatic Solutions Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYLooking for a Career that Matters? JOIN THE STAT Team!The Document Processing Specialist is responsible for the daily preparation, scanning, and verification of discharged patient medical records/charts. The Document Processing Specialist ensures all medical records are processed in accordance with...

  • Document Processing Specialist

    2 weeks ago

    Fort Lauderdale, United States STAT Informatic Solutions Full time

    Job DescriptionJob DescriptionDescription:POSITION SUMMARYLooking for a Career that Matters? JOIN THE STAT Team!The Document Processing Specialist is responsible for the daily preparation, scanning, and verification of discharged patient medical records/charts. The Document Processing Specialist ensures all medical records are processed in accordance with...

  • Legal Intake Specialist

    4 weeks ago

    Fort Lauderdale, United States Mayersohn Law Group P.A Full time

    Description ON CALL nights and weekendsLooking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and...

  • Legal Intake Specialist

    8 hours ago

    Fort Lauderdale, United States Mayersohn Law Group P.A Full time

    Description ON CALL nights and weekendsLooking for a chance to join a close-knit, compassionate team of dedicated legal professionals? Our law firm is expanding and needs the help of an intake specialist to take our client relations to the next level and manage our growing caseload. Our ideal candidate is great on the phone, a naturally compassionate and...