Loan Specialist-SBA

3 months ago

Memphis, United States Raymond James Full time
Loan Specialist-SBA-2402657

Description

Job Summary Under limited supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement documents. Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems.  Essential Duties and Responsibilities •Obtains required documentation and processes all small business loan packages.•Ensures compliance with banking rules and regulations.•Inputs loan data into settlement and SBA systems for setup and activation.•Coordinates settlements with customers for purchase of SBA loans.•Prepares settlement packages for funding.•Prepares monthly loan certificate inventory.•Processes and posts all SBA loan principal and interest payments.•Processes and posts loan payoffs.•Balances SBA loan transfer fees.•Performs other duties and responsibilities as assigned.•Perform Reconciliation for P & I payments between the investors and originator•Customer service liaison for safekeeping accounts•Performs analysis for safekeeping statements

Qualifications

· Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor· Priority will be given to protected veterans · EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBTRaymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to:• Grow professionally and inspire others to do the same• Work with and through others to achieve desired outcomes• Make prompt, pragmatic choices and act with the client in mind• Take ownership and hold themselves and others accountable for delivering results that matter• Contribute to the continuous evolution of the firmAt Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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