Senior SBA Loan Reviewer
1 week ago
As an SBA Quality Control Specialist at Platinum Bank, you will be responsible for:
- • Reviewing SBA closing documentation, including loan closing documents, Forms 1919, and SBA terms and conditions, for compliance with SBA SOPs and accuracy with credit approval.
• Preparing SBA loan pre-closing checklists and collaborating with SBA team members and third parties to ensure all closing documentation is satisfactory.
• Managing post-closing exceptions reports, and following up with lenders to collect outstanding items as needed.
• Providing oversight on loan modifications with the SBA Packaging Specialist.
• Completing post-closing collateral and insurance review to ensure compliance with credit approval and SBA term and conditions.
• Providing ETRAN administration and review entry on new loans and servicing actions.
• Performing Post Close Review and documenting exceptions according to established procedures.
• Completing periodic file reviews as requested on specific SBA loans.
• Ongoing monitoring of business insurance and life insurance for SBA Borrowers.
Requirements
To succeed in this role, you must possess:
- • High School degree or GED required.
• 4-year college degree or 3+ years related banking experience in SBA and/or training; or equivalent combination of education and experience preferred.
• Excellent interpersonal & customer service skills.
• Ability to listen, speak clearly and effectively to others.
• Respects opinions of others.
• Strong analytical skills that can be used to solve and resolve complex financial decisions.
• Prioritize tasks and meet required deadlines.
• Strong organizational skills needed with the ability to multitask.
• Accuracy and efficiency with attention to details.
• Ability to work in a fast-paced environment & under pressure as needed.
• Satisfactory skill set in the use of the following software applications: Microsoft Excel, Word, and Outlook.
• Experience with Jack Henry applications desirable.
• Experience with nCino applications desirable.
• Experience with TSoft applications desirable.
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