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  Prepare SBA loan documentation and change in terms with accuracy and within the department turn time standards of receipt of a completed loan request.
• Book all types of SBA loans and change in terms within 24 hours of receipt with accuracy.
• Perform loan maintenance and complete research requests for SBA loans.
• Perform routine loan maintenance duties such as:
  • Process payments
  • Setup and change AFT’s
  • Correct and reverse loan payments
• Process SBA loan payoffs.
• Process and document release of collateral as approved.
• Work assigned pending and filing weekly, following up on all required items.
• Conduct review of SBA loan files. Assemble files and notate, follow-up, and track exceptions. Sign off and complete files.
• Research unposted and WIP / GL items – making necessary corrections to loans.
• Perform check backs on all SBA loans booked – track errors and follow up on corrections.
• Complete necessary tasks for HMDA LAR & CRA reporting.
• Work on required reporting (1502) and special projects as assigned.
• Cross-train others.
• Provide prompt, knowledgeable and friendly customer service to internal and external customers
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

• High school diploma or equivalent.
• 2 or more years of experience in loan policies, procedures and documentation.
• Knowledge of banking policies and procedures.
• Thorough understanding of required documentation and signature requirements for various entities.
• Thorough understanding of title reports and proper vesting to ensure lien position.
• Ability to multi-task and handle complex tasks efficiently under time constraints
• Strong organizational and time management skills.
• Strong attention to detail
• Ability to work in within strict timeframes and meet deadlines
• Excellent internal and external customer service skills
• Well developed written and verbal communication skills
• Good knowledge of basic office equipment
• Working knowledge of Word and Excel

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: Sedentary work. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

We are an Equal Opportunity Employer and qualified applicants or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, age, genetic information, protected veteran status, or any other category protected by applicable federal, state or local laws.