Senior Specialist - Fulfillment Documentation SBA National
Tasks
- Collect required loan documentation
- Conduct SBA loan due diligence
- Coordinate loan closing process
- Coordinate settlement logistics
- Coordinate with bank counsel
- Ensure compliance with SBA SOP
- Ensure compliance with credit terms
- Ensure compliance with federal and state regulations
- Instruct funds to be released
- Manage multiple loan transactions
- Perform UCC and lien searches
- Prepare SBA loan documents
- Prepare and approve disbursements
- Prepare and maintain closing checklists
- Prioritize tasks to meet SLAs
- Resolve documentation discrepancies
- Review attorney prepared documentation
- Review corporate entity documents
- Review insurance policies
- Review title commitments
- Support supervisory duties for team
- Validate authorized signers
- Verify borrower and guarantor information
- Verify loan terms and collateral descriptions
Perks/Benefits
- 401k employer match
- Adoption Assistance
- Dental insurance
- Disability insurance
- Educational assistance
- Employee stock purchase plan
- Flexible spending account
- Health insurance
- Health savings account
- Holiday pay
- Life insurance
- Maternity leave
- Paid time off
- Parental leave
- Remote work
- Vision insurance
- Volunteer time
- Wellness program
Skills/Tech-stack
Business Administration | Commercial Lending | Customer Service | Document Review | Due Diligence | Entity Document Review | Insurance Review | LaserPro | Lien Search | Loan closing | Loan documentation | Microsoft Outlook | Microsoft Word | NCino | Paralegal Work | Regulatory Compliance | SBA SOP | Small Business Administration | Small business | Title Insurance | UCC Search
Education
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