SBA Closer

Centier Bank•Valparaiso, IN

About The Position

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company's achievement as well. A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results. What are our values? Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars? What about the perks? 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. Supervisory Duties: None Summary: Aid bankers and clients as they navigate the SBA loan approval process from SBA Authorization to Closing. The SBA Closer I provides assistance with SBA loan application processing and post-approval servicing actions. They use the Credit Quest scoring system in conjunction with Microsoft Excel and SBA specific systems to complete their job. The SBA Closer I will grow to have an excellent understanding of SBA documentation requirements and the different programs offered by the Small Business Administration (SBA). The position will work closely with small business bankers and administrative assistants to provide a seamless loan closing experience for our clients.

Requirements

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
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 preferred

Nice To Haves

Experience with CSI and Loan Scoring Systems (i.e. Credit Quest, etc.) is preferred
Some travel may be required as needed
Knowledge and experience with Small Businesses Administration (SBA) programs is preferred

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