Texas – Dallas – SBA Loan Servicing Specialist

• Years of Related Experience: Six
• Minimum Salary: $70K
• Work Area:  Dallas, Texas
• Experience:
  • Responsible for SBA Loans (start-up business or refinance), working capital, purchases of commercial RE, inventory, and SBA business loans, with an SBA loan size of $150k to $1.5MM.
  • Use Premier to book loans, access Etran, and Pay.Gov for SBA Loans.
  • As a Closer, does some of the post-close documentation, including collecting business licensing, SBA audits, cleaning up files and submitting answers to auditor questions.
  • Responsible for project management (use Microsoft Planner), including working on 10 to 20 SBA loans at any point of time -, full funding, and overseeing the draw process.
  • Utilize OneDrive and work closely with loan officers and clients.
  • Direct client communication to close loans.
  • Working with our loan officers, processors, and clients to facilitate loan closing.
  • Procure loan documents.
  • Gathering all documents required to close on a loan.
  • Reviewing the required documents required by the Institution and SBA (SOP) to close loans.
  • Organizing the loan file to submit to close to management.
  • Extensive SBA Loan knowledge.
  • Knowledge of closing loans that are Commercial Real Estate Acquisitions, Lease-hold improvements, Working Capital, and all other types of disbursements that the SBA 7(a) loan program entails.
  • Distributing funds on multiple disbursement loans.
  • Responsible for clerical and administrative duties.
  • Bilingual in English and Spanish.
  • Proficient with the Microsoft Office Suite, Adobe Acrobat, Finestra LaserPro, and DocuSign.
  • Skilled with Google Sheets, Slack, Asana, and other team/task management tools.
  • References are available.
• Education:  Bachelor’s degree
• Reference #:  418870
• Send Candidate’s Resume:  Click Here

Massachusetts – Worchester County – Commercial Loan Underwriter/Credit Analyst

• Years of Related Experience: 12
• Minimum Salary: $100K
• Work Area:  Worchester County, Massachusetts
• Experience:
  • Experienced as a Sr. Commercial Loan Underwriter/Credit Analyst with CRE and C&I loans.
  • Experienced with SBA 7a and 504 Credit Analysis.
  • Average Loan Size analyzed was $1MM up to $5MM with the largest commercial credit analyzed at $45MM.
  • Managed and underwrote an existing portfolio of $120MM loans.
  • Prepared commercial loan credit appraisal and credit analysis memorandums with a special emphasis on loan restructuring and risk mitigation.
  • Collaborated with internal and external stakeholders and business partners to generate incremental trade finance revenues and gain market share.
  • Experienced with Finastra CreditQuest and nCino.
  • Holds a Bachelor of Commerce Degree.
  • Holds a Master’s Degree in Business Administration.
  • References are available.
• Education: Master’s Degree in Business Administration
• Reference #:  418749
• Send Candidate’s Resume:  Click Here

Illinois – Chicago Area – Mortgage Loan Operations/Servicing Manager

• Years of Related Experience: 14
• Minimum Salary: $125K
• Work Area:  Chicago, Illinois Area
• Experience:
  • Experience with managing all facets of loan processing, operations/servicing.
  • Mortgage product expertise with Fannie, Freddie, VA, FHA, and ARM lending.
  • Manages 10 FTE staff, producing $35MM-$40MM per month.
  • Approval authority of $600K.
  • Managed individual pipeline of 15-25 closings per month.
  • Responsible for managing a team of loan and junior loan processors, including ensuring correct coverage for processors.
  • Managed regional pipelines, including weekly calls with loan officers and branch managers.
  • First point of contact for any file escalations with loan officers, underwriters, or closers.
  • Met the number of units funded, volume goals, and total number of loans closed.
  • Proficient in Salesforce CRM, Encompass LOS, and Microsoft Excel/Office Products (training, coaching, mentoring, team management, project management, pipeline management, and mortgage processing).
  • Holds an NMLS license.
• Education: Bachelor’s Degree in Business Management and Computer Science
• Reference #:  209773
• Send Candidate’s Resume:  Click Here