SBA Loan Closer III - Team Lead

As the SBA Loan Closer III – Team Lead, you will be responsible for supervising a group of SBA Loan Closers and ensuring accurate and timely review of SBA loan transactions. You will coordinate with SBA lenders, Credit Administration, Loan Operations, Bank Counsel and Customers on loan closing transactions.

Requirements

• Provide oversight and supervision to a team of SBA Loan Closers
• Coach and train staff and provide career development and learning opportunities
• Assign loans to Closers via the nCino system upon approval
• Manage a workload that includes multi-tasking and the ability to prioritize any conflicting issues
• Interact with underwriters, referral partners, borrowers, attorneys, and other 3rd party vendors as needed to ensure all conditions are met for closing
• Review title commitments, title searches, other real estate related documents, entity documentation and legal documents of borrowers and ensures all Bank and SBA requirements have been met
• Request and review all loan documentation from Bank Counsel for various types of loans including, but not limited to, SBA 7(a), Express Line of Credit and potential SBA 504
• Assist Post-Closing department, when necessary, clearing any exceptions within the approved time periods
• Remain current on all pending and proposed regulatory changes affecting compliance and SOP with SBA
• Provide a high level of customer service to both internal and external customers
• Run various reports to track weekly production as well as Closer’s pipeline
• Recommend changes to processes and increased efficiencies to management
• Perform other duties as assigned

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan
• Professional Development Reimbursement
• At Least 3 Weeks Paid Vacation Annually
• Eleven Paid Holidays
• Paid Volunteer Time
• Annual First Internet Bank-branded merchandise allowance