SBA Client Specialist Sr
About The Position
The SBA Client Specialist Sr works with Product Specialists, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. Duties & Responsibilities: Coordinates interaction between these parties all within the defined SBA loan closing SLA of 30-45 days. Assists other colleagues with difficult situations or customers. Prepares SBA Loan commitment letters and application documents. Responsible for initial SBA Compliance and preparing the loan commitment package. Reviews other Client Specialists’ commitment letters for accuracy. Orders third party reports and provides to correct parties for review. Subject matter expert in the SBA lending process. Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending. Coordinates with all parties to establish closing date. Schedules closing and arranges the distribution of docs. Other duties as assigned.
Requirements
- High School Diploma
- A minimum of three years of experience with consumer or business banking loans, and customer service, sales, or client management
Nice To Haves
- Excellent organizational, multi-tasking and time management skills
- Ability to work in a fast-paced, production environment.
- Experience with SBA lending
- Experience with Huntington Business Banking & Velocity programs
- Very strong Sales/Customer Service skills
- Strong written and verbal communication skills to include the ability to interact with internal and external customers to achieve positive results.
- Experience with Microsoft Office software and other HNB systems.
Responsibilities
- Coordinates interaction between parties within the defined SBA loan closing SLA of 30-45 days.
- Assists other colleagues with difficult situations or customers.
- Prepares SBA Loan commitment letters and application documents.
- Responsible for initial SBA Compliance and preparing the loan commitment package.
- Reviews other Client Specialists’ commitment letters for accuracy.
- Orders third party reports and provides to correct parties for review.
- Subject matter expert in the SBA lending process.
- Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of SBA lending.
- Coordinates with all parties to establish closing date.
- Schedules closing and arranges the distribution of docs.
- Other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
