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SBA Senior Closing Specialist
CATEGORY SBA
This position reports to the SBA Closing Manager and will perform a variety of SBA loan processing and closing functions, ensuring quality loan documentation, adherence to banking regulations, the SBA Standard Operating Procedures, Bank Loan Policy, and Bank Standard Operating Procedures. Individuals in this position will serve as a subject matter expert and manages a larger, more complex SBA loan pipeline.
In this role, you will have an opportunity to partner with team members and key stakeholders to:
Ensuring Bank SBA 7(a) loans are processed and closed compliant with State and Federal laws and regulations as well as the published SBA SOP.
Actively managing the SBA loan pipeline and meeting critical closing dates.
Preparing and communicating a list of closing needs and requirements for the customer, including applicable forms. Working with borrower, brokers, Bank staff, and attorneys to assist the customer through the closing process.
Ordering, engaging, collecting, and reviewing closing documentation such as, but not limited to entity documents, site inspections, title searches, insurance coverages, collateral descriptions, UCC searches, invoices, bill of sales, etc.
Coordinating the loan closing and loan disbursement(s) with the customer, escrow agent, and/or legal counsel.
This is a full-time salaried exempt position, averaging approximately 40 hours/week. Schedule may vary by time zone, Monday through Friday.
This position is remote eligible. Individuals may choose to work from a designated home office space or may choose to work onsite at any branch location in Wisconsin and Michigan.
Our recommended and preferred qualifications are:
Degree from four-year college or university and a minimum of 5-10 years of SBA closing experience is desired.
Individuals in this position should possess advanced knowledge of lending principles and SBA 7(a) lending, and a solid understanding of legal documents.
NAGGL Certification preferred.
We are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.
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