Senior SBA Loan Reviewer

1 week ago


Saint Paul, United States PLATINUM BANK Full time
Key Responsibilities

As an SBA Quality Control Specialist at Platinum Bank, you will be responsible for:
  1. • 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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