SBA Loan Closing Specialist

Essential Duties and Responsibilities

• Professional customer communication: on the telephone, e-mail, and in person
• Order preliminary title policy, UCC searches, Flood Certificates, environmental reports, and other related data
• Congnates with loan officer regarding closing conditions and requirements
• Preparation of loan documents, primarily using LaserPro
• Facilitates loan closings
• Perfection of all collateral liens (U.C.C., Real Estate, Titled Vehicles)
• Uploads all executed documents to designated computer drive
• Problem and error resolution
• Refer relevant customers to other BancFirst service providers (Insurance, Trust, Merchant Services, etc.) if not done so by the Loan Officer
• Perform other job-related duties and special projects as assigned

Requirements

• Knowledge of loan documentation and loan policy and procedure, along with the SBA SOP
• Ensure compliance with regulations and bank policies and procedures
• Knowledge of loan underwriting principles
• Excellent customer service skills
• Proficient in MS Office Word, Excel and other related applications
• Able to perform in a highly sensitive environment, deal with confidential matters and meet deadlines
• Demonstrate above average problem solving and interpersonal skills
• Work well individually and with a team while maintaining a positive attitude
• Communicate professionally both verbally and in writing
• Detail oriented
• Critical thinking skills
• Excellent work ethic
• Must be flexible and able to work additional hours when crucial to the department
• Must demonstrate a business professional image and demeanor
• Attendance and punctuality is an essential function of the job

PREFERRED SKILLS AND QUALIFICATIONS

• 1 – 2 years commercial and residential lending experience