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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in SBA and USDA lending processes, including compliance with federal banking regulations and effective client service. Proficient in managing loan closing functions and documentation while maintaining accuracy and attention to detail.
Highest-signal resume keywords
SBA Lending KnowledgeUSDA Program KnowledgeFederal Banking Regulations ComplianceClient Service SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan Closing CoordinationDue Diligence ReviewEligibility DeterminationSBA Guaranty Package PreparationCompliance Process Management
Soft Skills
Interpersonal SkillsAnalytical Problem-SolvingAttention to DetailTact and DiplomacyCollaboration
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Financial ServicesSBA SOPUSDA Program ParametersClient Inquiries ResolutionOperational Workflows Management
About the role
Key responsibilities & impact- Provide distinctive service to clients and prospects in person and over the telephone
- Respond to client inquiries and resolve client issues
- Comply with Bank policies, procedures, applicable laws, and regulatory guidance
- Stay current on laws, regulations, and procedures related to SBA and USDA lending
- Advise parties involved in all aspects of the loan closing function
- Review loan approvals and commitment letters and coordinate, prepare, review, and approve due diligence, compliance processes, and closing documentation
- Make eligibility determinations under SBA and USDA regulations
- Prepare SBA Guaranty packages for approval
- Partner with external legal counsel on title insurance, searches, and loan closing package documentation
- Communicate closing requirements and related issues to internal and external partners
- Coordinate execution of loan and transaction documentation
- Prepare and confirm proper booking of closed loans and initial funding packages
- Maintain the pipeline of approved loans scheduled for closing
- Manage closing and related operational workflows
- Ensure exceptions are cleared in a timely manner
- Identify client financial needs and refer clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management
- Assist other team members and perform related duties as assigned
Requirements
What you’ll need- High School Diploma or Equivalent
- Minimum of 10 years' experience in financial services
- Knowledge of federal banking regulations and compliance
- Knowledge of SBA SOP and processing requirements
- Knowledge of USDA program parameters
- Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software
- Excellent interpersonal skills, including verbal and written communication skills
- Effective analytical and problem-solving ability with a strong attention to detail
- Ability to work independently as well as collaboratively and prioritize daily tasks
- Ability to work in a fast-paced environment and meet strict deadlines while maintaining a high degree of accuracy
- Excellent client service skills
- Tact and diplomacy in dealing with both clients and team members
- Ability to perform the listed physical activities, including prolonged sitting and standing, manual dexterity, visual acuity, repetitive motion, hearing, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping
Benefits
Comp & perks- Equal Opportunity Employer committed to fostering an inclusive work environment
