WI3663336

1

Vocational Degree

Associate Degree

Unspecified

40

JOB REQUIREMENTS: Description Summit Credit Union is looking for a Small
Business Administration (SBA) Loan Specialist to join our team! If
you\'re looking for a company that values innovation, unparalleled
growth potential, and you enjoy making a real impact by supporting small
businesses, this role is for you! The ideal candidate will have
experience working with business managers, SBA underwriting teams, and
have effective communication skills. In this role you will prepare
financial information for loan analysis in compliance with SBA standard
operating procedures, monitoring sold SBA loan payoffs, and prepare
monthly reports. Come dive into this exciting opportunity for your next
step in your career! Be a part of something bigger at Summit! Essential
Functions Document gathering for new SBA loan requests. Work with
Business Relationship Managers to obtain documents, including but not
limited to financial statements. Order due diligence work, including but
not limited to background checks, industry data CAIVRS, and corporate
status checks. Collaborate with Business Relationship Managers and SBA
underwriting team to get package in the pipeline and set timelines.
Manage post-closing loan file. After the loan has been executed, prepare
the loan file and save all documents using the standard SBA 10-tab
format. Follow up on any missing or incomplete documents and set up
ticklers. Monitor sold SBA loan payoffs and adhere to sold loan payoff
reporting procedures Prepare the monthly SBA 1502 report; obtain
approval to submit and send the report in the required timeframe. Review
edits with leadership and obtain guidance on corrections; submit edits.
Support SBA experts on matters related to underwriting, originating, and
servicing SBA, WHEDA, and USDA loans. Stay up to date on current lending
and credit practices, regulations, policies and procedures, assist in
educating new and existing processors and analysts. Assist in
facilitating the packaging of all SBA Loan products, WHEDA facilities,
USDA FSA and Rural Development Loans. Provide assistance during SBA and
other guaranteed program audits and exams. Member Service Identify
opportunities to provide additional guidance or information to business
members through the underwriting process; share insights with the
assigned Business Relationship Manager. Consistently meet or exceed
established turnaround times for completing analysis of new loans and
loans being set up for renewal. Respond to staff and member inquiries
received by phone or email, both directly and through department help
line. Act as a resource for other areas of Credit Union Directly engage
with members, as needed, regarding Business Lending and SBA programs.
Job Specifications Associate degree in general business or a related
field or\... For full info follow application link. Summit Credit Union
is proud to be an Equal Opportunity and Affirmative Action Employer of
Veterans, Minorities and Individuals with Disabilities. \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/DDFEEB2DE2FD4CA9