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.
• Captures 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.
• Acts as 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 and Skills

  • 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.
  • Processing 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.

    Education and Experience

    • Average of 13 to 3 years of small business loan processing experience.
    • Associate's degree or equivalent combination of education, training, or experience.
    • High school diploma (Required).

      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.
      • 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.
      • To view more details of the benefits offered, visit Myrjbenefits.com.

        Company Information

        • Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
        • The company's guiding behaviors are Develop, Collaborate, Decide, Deliver, Improve.
        • The company's core values are client-first, integrity, independence, and a conservative, long-term view.
        • The company honors, values, and respects the uniqueness, experiences, and backgrounds of all of its Associates.