Part-Time Loan Specialist - SBA

Essential Duties and Responsibilities

• Obtains required documentation and processes all small business loan packages.
• Inputs loan data into settlement and SBA systems for setup and activation.
• Covers settlements with customers for purchase of SBA loans.
• Prepares settlement packages for funding.
• Processes and posts all SBA loan principal and interest payments.
• Processes and posts loan payoffs.
• Balances SBA loan transfer fees.
• Performs Reconciliation for P & I payments between the investors and originator.
• Customer service liaison for safekeeping accounts.
• Escalates more complex service issues to seasoned associates.
• Performs analysis for safekeeping statements.
• Performs other duties and responsibilities as assigned.

  Knowledge

  • Basic technical concepts, practices and procedures of small business loan documentation and processing.
  • Fundamental principles of banking and finance.
  • Financial markets and products.
  • SBA Underwriting guidelines and regulations.
  • Federal and State lending laws.
  • Loan software packages.

  Skills

  • Processing the loan packages.
  • Verifying loan packages and supporting documents.
  • Preparing loan settlement packages.
  • Performing loan calculations.
  • Operating standard office equipment and using required software applications, including Microsoft Office with an emphasis on Excel.
  • Mass communication distributions.

  Workstyle

  • Resident.

  Total Compensation

  • The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

  Benefits

  • This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

  Company Culture

  • We Expect Our Associates At All Levels To Grow professionally and inspire others to do the same.
  • To view more details of the benefits offered, visit Myrjbenefits.com.
  • The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.