Advisor

• Provide distinctive service to clients and prospects in person and by telephone
• Respond to client inquiries and resolve client issues
• Comply with Bank policies, procedures, applicable state and federal 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
• Coordinate, prepare, review, and approve due diligence, compliance processes, and documentation required to close government-guaranteed loans
• Prepare SBA Guaranty packages for approval
• Partner with external legal counsel on title insurance, searches, and loan closing package documentation
• Communicate closing requirements and 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 clients' financial needs and refer them to Trust, Investments, Insurance, Treasury Management, and other specialty areas
• Assist other team members and perform related assigned duties

Closing Advisor

• Lead technical delivery on aviation finance, aircraft leasing, maintenance, valuation support, appraisal and technical due diligence engagements
• Set technical and analytical approaches, challenge assumptions and ensure accurate, commercially robust, client-ready outputs
• Lead or directly undertake complex assignments requiring senior technical judgement
• Direct and quality-assure lease reviews, maintenance cash-flow analysis, aircraft, engine and inventory valuations, fleet analysis, technical records, lease returns and transaction support
• Oversee assignments from scope and project setup through planning, client communications, technical review, documentation, budget and delivery risk management
• Guide analysts and multi-location delivery teams, resolve technical questions and strengthen team capability
• Advise clients on aircraft leasing, maintenance reserves, return conditions, MRO, asset management and aircraft lifecycle matters
• Develop and maintain methodologies, tools, templates and quality standards for aircraft finance and technical advisory work
• Develop team capability through coaching, technical review, training and delegation
• Contribute technical expertise to proposals, client development and industry activity

Advisor jobs in Virginia

Closing Advisor

Senior Aviation Technical Advisor