SBA Closer

United Federal Credit Union

4d • Onsite

About The Position

The SBA Closer for United Federal Credit Union will drive loans to close from the proposal stage through to closing. This role requires an in-depth knowledge of the SBA SOP and other SBA programs. The Closer will partner with the Business Development Officer to organize files, determine necessary items for underwriting, and analyze credit approval conditions to prepare a Closing Checklist. They will guide clients through the closing process, collect and review due diligence documentation, and order third-party reports, ensuring all loans are closed in accordance with credit approvals and SBA SOP Guidelines.

Requirements

• Bachelor’s degree
• Exceptional communication skills both externally with clients, and internally with team members.
• Tenacity and ability to drive a process while simultaneously managing many moving processes.
• Strong attention to detail.
• Excellent organizational and time management skills.
• Excellent technical and computing skills, including proficiency in the following: Microsoft Office; Outlook, Word, Excel, PDF type software.
• Problem Solving
• Dealing with Ambiguity
• Demonstrates Courage
• Drive for Results
• Interpersonal Savvy
• Customer Focus
• Integrity and Trust
• Self-Development
• Business Acumen
• Ability to work under pressure.
• Proven problem-solving abilities.
• Ability to analyze and evaluate information.
• Ability to interpret policies, guidelines, and regulations.
• Ability to concentrate in a multi-task environment.
• Ability to work independently.

Nice To Haves

• Experience in SBA Lending preferred.

Responsibilities

• Demonstrate and maintain an in-depth knowledge of the SBA SOP as well as knowledge of other SBA programs as applicable.
• Partner with Business Development Officer to organize file and determine items needed in support of getting deals from the Proposal stage into Underwriting.
• Review and analyze credit approval conditions to prepare a Closing Checklist and provide guidance to the client through the closing process.
• Collect and review all due diligence documentation.
• Order third party reports.
• Ensure loans are closed in accordance with the credit approval and SBA SOP Guidelines.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level