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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates thorough knowledge of SBA and business banking loan documentation, compliance with regulatory guidelines, and effective communication with stakeholders. Capable of identifying and resolving documentation deficiencies while maintaining accuracy in a fast-paced environment.
Highest-signal resume keywords
SBA Documentation KnowledgeLoan Processing ExperienceCritical Thinking SkillsCompliance AuditingOrganizational Skills
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 Documentation ReviewPost-Close AuditRegulatory ComplianceCredit Policy KnowledgeClosing ProceduresFunding PoliciesUnderwriting RequirementsAutomated Processing SystemsFile CertificationReconciliation Activities
Soft Skills
Effective CommunicationProblem SolvingAttention to DetailTime Management
Tools & Technologies
Documentation SoftwareAudit Software
Industry Keywords
SBA GuidelinesInvestor StandardsQuality Control StandardsLegal DocumentsBusiness Banking
About the role
Key responsibilities & impact- Coordinates the review and audit of completed SBA and business banking loan packages post-closing in compliance with policies and procedures, regulatory guidelines, and investor standards by gathering and reviewing necessary documents and information within designated time frames.
- Communicates with internal staff, customers/clients, lenders, SBA partners, counsel, and other stakeholders to respond to inquiries, resolve post-close exceptions, and obtain additional documentation needed to complete the file.
- Ensures compliance with internal policies, SBA SOP requirements, regulatory and investor requirements, and quality control standards.
- Reviews files for completeness, accuracy, and adherence to SBA eligibility, documentation, and closing requirements.
- Identifies documentation deficiencies, collateral exceptions, or compliance gaps and works to resolve or escalate issues as appropriate.
- May support post-close audit reporting, file certification, and reconciliation activities, including reviewing final loan terms, fees, and disbursements for accuracy.
Requirements
What you’ll need- High school diploma or equivalent
- Typically four to six years of relevant experience
- Thorough knowledge of legal documents used to support applicable loan processing, with emphasis on SBA and business banking documentation
- Ability to identify and resolve/escalate complex problems with minimal guidance
- Ability to apply critical thinking for all elements of loan documentation construction and post-close audit review
- Ability to master the bank’s documentation and audit software
- Thorough knowledge of closing policies and procedures, funding policies, underwriting requirements, SBA guidelines (SOP), governmental requirements, terminology, and automated processing systems
- Thorough knowledge of applicable credit policies and approval processes for assigned product(s)
- Ability to work effectively and accurately in a fast paced, high production, professional environment
- Strong organizational skills
- Effective verbal and written communication skills
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law