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First United Bank · 3 hours ago

SBA Loan Assistant

Plano, TX

Full-time

Onsite

New Grad, Entry Level

First United Bank is seeking an SBA Loan Assistant to ensure compliance with Small Business Administration lending requirements. The role involves creating complete loan application packages, communicating with various stakeholders, and maintaining accurate loan files.

BankingFinancial ServicesInsuranceLending

Responsibilities

Provides administrative support to the lending and credit staff, to assist in the completion of loan packages

Communicates with applicants, Business Development Officers, Brokers, Sellers, and Accountants to gather necessary documents for SBA underwriting and packaging

Reviews all documents received including financial statements and based on the review assesses the need for additional information and additional documents to meet SBA eligibility requirements

Ensures electronic files are complete with all documents required to meet SBA requirements for underwriting and packaging for eligibility and completeness

Responsible for the accuracy of the loan files, including all packaging documents, satisfaction of credit conditions, and compliance with SBA Lending requirements as stated in the SBA SOP

Orders third party reports as necessary, including credit reports, appraisal and environmental reports, and UCC searches

Creates the First United Bank Loan Start application for each loan

Creates and maintains status reports for management

Performs variety of clerical duties requiring knowledge of departmental procedures

Answers telephone and written inquiries concerning loan processing and other relevant information

Promotes an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to deliver an outstanding customer experience

Demonstrates outstanding interpersonal, technical, problem solving, and written communication skills

Performs other duties as requested by Executive Management or Supervisor

Completes all required compliance exams on a yearly basis

Adherence to all First United Policies and Procedures

Dresses professionally