SBA Loan Closer

DFCU Financial•Tampa, FL

2d•Hybrid

About The Position

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country. The Opportunity: We are seeking a full time SBA Loan Closer to join our team in Florida or Michigan. This role prepares SBA forms and loan closing documents for submission to the SBA and ensure compliance with SBA SOP policies. Work with the loan officer, borrower and external parties to successfully process the loan from approval to closing.

Requirements

Bachelor's degree in business or finance, or equivalent work experience.
Three years SBA loan closing experience.
Three years loan documentation experience.
Organizational skills with a high level of attention to detail.
Ability to effectively handle multiple priorities and make decisions under time constraints.
Proficient in Microsoft 365.
Demonstrated analytical and problem-solving skills.
Able to initiate and embrace change.
Excellent interpersonal skills, including written and verbal communication, and ability to work in a team environment.

Responsibilities

Review assigned loan files and obtain required information for closing.
Input and maintain files in SBA core processing system.
Prepare and review SBA Authorization for accuracy and SOP compliance; ensure terms and conditions correspond with approval documentation.
Coordinate closing with attorneys, borrowers, etc., understanding each party’s responsibility and procedures, inclusive of title insurance (exceptions, endorsements, etc.).
Participate in loan closing and disburse loan proceeds to comply with SBA SOP.
Complete initial audit of loan file and coordinate transfer to loan operations for booking.
Maintain knowledge of SBA principles, procedures, compliance requirements and policies.

Benefits

Potential for a hybrid work schedule
401k plan match, dollar for dollar up to 4%
401k additional employer contribution after one year at 5%
Employee bonus program
Medical, dental and vision insurance effective date of hire
Health savings account (HSA)
Flexible spending accounts for medical and dependent care expenses
Adoption assistance for qualified expenses maximum $10,000 per child
Wellness initiatives and reimbursements
Pre-paid legal services plan
Identity protection plan
Accident supplemental plan
Short & long term disability plans paid for by company
Company provided basic life insurance of $50,000 plus supplemental for employee, spouse and child
Pet Insurance
Free financial planning assistance
Numerous fun employee events throughout the year
Volunteer and community engagement opportunities
Employee loan discounts (closed-end loans)
Service / anniversary awards
Employee discounts for company logo wear
Employee referral payouts for recruiting your friends and family
Paid lunch time
Tuition reimbursement / Education assistance
Ongoing training opportunities
Leadership development program
Paid time off
Paid holidays (13 per year)
Flexible scheduling for students