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SBA Underwriter II

2 months ago

Matthews, North Carolina, United States Truliant Federal Credit Union Full time
About the Role

We are seeking a highly skilled SBA Underwriter II to join our team at Truliant Federal Credit Union. As a key member of our lending group, you will be responsible for underwriting SBA and traditional commercial loan requests, preparing loan packages for approval, and ensuring compliance with SBA Standard Operating Procedures.

Key Responsibilities
  • Underwrite SBA loan requests, analyzing financial information and credit histories to determine loan eligibility and risk.
  • Apply knowledge of SBA SOP, loan eligibility requirements, and underwriting techniques to evaluate loan applications.
  • Generate financial projections, credit files, and credit memos for loan approvals and recommendations.
  • Prepare annual credit reviews and update reports tracking loan relationships and financials.
  • Assist with credit analysis for special asset relationships and work out strategies.
  • Act as a resource for Business Lending Credit Theory and provide accuracy review for SBA loan documentation.
Requirements
  • Bachelor's degree or equivalent experience in Business, Finance, or related field.
  • 5-7 years' SBA 7(a) credit underwriting experience.
  • Minimum of 3 years' experience in analyzing business financial statements, granting and structuring business loan requests, and generating business loan documentation.
  • Previous experience in financial services/business development related field preferred.
What We Offer
  • No-cost employee Medical, dental, vision coverage.
  • Prescription benefits (including mail order).
  • Paid holidays and Paid Time Off (PTO).
  • 401(k) plan with contribution matching.
  • Paid community involvement volunteer hours.
  • Paid group life Insurance.
  • Teammate loan discounts.
  • Tuition reimbursement.
  • Short and long-term disability.
  • Health & Wellness program.
  • Teledoc (physician video conferencing).
  • Onsite fitness facilities or health club reimbursement.
  • Employee Assistance Program (EAP).
  • Medical flexible spending account.
  • Dependent care flexible spending account.