Centier Bank · 2 weeks ago
SBA Closer
Centier Bank is an award-winning company that values diversity and exceptional service. The SBA Closer I aids bankers and clients in navigating the SBA loan approval process, providing assistance with application processing and ensuring a seamless loan closing experience.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Provide world-class customer service to internal and external clients of the department
Initiate verbal and written communication with Clients, Bankers, Administrative Assistants, and departments outside of Small Business
Prepare SBA-specific documentation to comply with bank and SBA standards as necessary to close an SBA loan
Close SBA 7a loans with clients to ensure proper loan document execution and explanation of documents to clients
Follow, track, and communicate all necessary steps from SBA Authorization to SBA loan closing for each client instance
Collect and catalogue all necessary SBA documents prior to loan closing
Put SBA documentation into the bank’s file storage system
Prepare SBA Authorizations as needed
Monitor and perform all loan disbursements in compliance with Centier and SBA procedures
Perform other duties as assigned by manager
Qualification
Required
0 - 5 years of experience in SBA Processing, loan documentation, or related field
Bachelor's degree in Management or related field with a working knowledge of business financial statements
Follow Centier Bank's Essentials of Excellence
Be a team player who exudes a positive attitude
Possesses strong organizational skills and other personal leadership skills
Proactive self-starter who takes direction well and can act upon it
Strong working knowledge of Microsoft Office is required
Preferred
Experience with CSI and Loan Scoring Systems (i.e. Credit Quest, etc.)
Knowledge and experience with Small Businesses Administration (SBA) programs
Some travel may be required as needed
Benefits
Access to our Marathon Health Clinics which provide FREE visits & prescriptions
Generous Paid Time Off benefit
Tuition Reimbursement
401K match
Associate Stock Ownership Plan
Daycare Reimbursement
FREE Onsite Fitness Center/Fitness Reimbursements
Health and Wellness Programs
The ability to have a voice with our Diversity/Equity/Inclusion Council
Career Growth
Work/Life Balance
AND MORE
Company
Centier Bank
Centier Bank is a banking company that offers loans, investments, insurance and other financial services.
Funding
Current Stage
Late StageLeadership Team
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