SBA/USDA Closing Specialist – To $80K – Tampa, FL – Job # 3036

Who We Are

The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!

We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.

The Position

Our bank client is seeking to fill an SBA/USDA Closing Specialist role in the Tampa, FL market. The selected candidate will be responsible for handling all aspects of SBA 7a/504/Express and USDA loan closings and pre-closing reviews, post-closing review and uploading to software systems.

The position includes a generous salary of up to $80K and an excellent benefits package.

SBA/USDA Closing Specialist responsibilities include:

  • Pre-closing package review (include loan officer), loans above $2MM require submission to the closing/loan doc review dept prior to closing.
  • Working with Loan Officer/Lender to complete the Closing Checklist, provide “needs list” and schedule a call with Borrower/Guarantors to address issues/concerns/documentation.
  • Updating the closing checklist as due diligence items are received/reviews for additional documentation required.
  • Engaging closing attorney (and title agent, if RE is included).
  • Sending 327 Action if revision of the SBA Authorization is required.
  • Funding loan according to the SBA Authorization and Credit Memo.
  • Updating nCino file/folder/DocMan, etc to close out the loan in nCino and move to Servicing.
  • Sending file to SBA/USDA Portfolio Manager after closing, for initial pre-closing review and post-closing review, and future disbursements.
  • Submitting any/all construction documents to the Construction Dept/Plan & Cost Review, and SBA/USDA Construction Monitoring Specialist (Loan Servicing Specialist).
  • Engaging construction monitoring vendor.
  • Monitoring on-going construction draw requests and change orders.
  • Working directly with the SBA/USDA Portfolio Manager to request any changes to the Use of Proceeds, draw requests, overruns, change of ownership, collateral values, etc.
  • Ensuring that Loan Covenants are included in the Loan Agreement.
  • Preparing internal reports and respond to internal inquiries from Loan Servicing/Loan Operations, booking, accounting, etc.
  • Performing lien/UCC searches prior to closing, engage attorney to verify search and perfect liens/UCCs (pre- and post-closing).
  • Providing Closing Date & time and Location in order for Loan Officer to attend the closing or Portfolio Manager.
  • All other assigned duties.

Who Are You?

You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.

You also bring the following skills and experience:

  • High School Diploma required, some college or degree preferred.
  • Three or more years of SBA closing experience.
  • Experience and knowledge of SBA 7a/504/Express & USDA/OneRD products & services.
  • Knowledge of regulatory requirements and standards applicable to USDA & SBA products.
  • Two or more years of experience with ETRAN.
  • Experience with nCino and Bankway is preferred.
  • Exceptional interpersonal skills.
  • Friendly and professional demeanor.

The next step is yours. Email us your current resume along with the position you are considering to: