Small Business Loan Operations Specialist jobs in United States
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Webster Five · 2 days ago

Small Business Loan Operations Specialist

Webster Five is a financial institution seeking a Small Business Loan Operations Specialist to administer their Small Business Lending program. The role focuses on ensuring efficient processing and risk-managed growth of scored loan products while enhancing the customer onboarding experience and aligning lending functions with strategic goals.

BankingFinancial Services
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Culture & Values

Responsibilities

Administers the end-to-end processing, underwriting, and closing for scored small business loans, ensuring accurate documentation, timely turnaround and compliance with applicable policies
Assists applicants with incomplete forms, researches inquiries and resolves issues. Partners with retail sales leaders to optimize pipeline conversion
Monitors performance of scored loan portfolio. Manages renewals and modifications to maintain credit quality and customer satisfaction
Manages the LOS vendor relationship and related solution providers and teams with IT to implement roadmap enhancements for scalability and automation
Identifies and recommends workflow improvements to reduce friction and improve efficiency for customers and internal teams
Collaborates with Marketing on campaigns to drive small business acquisition
Maintains small business loan policies and credit parameters to balance growth with prudent risk management
Serves as the subject matter expert and intermediary for SBA programs, ensuring adherence to regulatory requirements

Qualification

Small business lendingBanking industry knowledgeOperations managementTechnology adoptionAnalytical skillsDeadline managementCommunication skillsOrganizational skills

Required

Excellent communication, organizational and analytical skills
In-depth knowledge of operations in small business lending and the banking industry
Skilled in adopting and leveraging technologies to enhance efficiency, communication, and task management
Ability to meet designated deadlines while remaining flexible to changing environments
Associates Degree in business or equivalent work experience
4 years' related experience in banking or loan operations

Benefits

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance

Company

Webster Five

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Webster Five provides mortgage, loan, investment, banking and financial services to individuals and businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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Don Doyle
President/CEO
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Brian Westerlind
SVP, CFO and Treasurer
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Company data provided by crunchbase