SBA Loan Specialist Opportunity Overview
The SBA Loan Specialist for Banner Bank performs routine duties related to preparing, assembling and verifying the accuracy of SBA loan documentation; services as needed or verifies the servicing of booked loans; prepares various reports for auditors, management and board of directors. Acts as a liaison between the borrower and the loan officer by knowing the borrower and the file, as well as the assigned lender to best serve the customer. Knows SBA rules and regulations to best protect the interest of the bank and the government.
As the SBA Loan Specialist for Banner Bank, you will have the opportunity to:
Prepare loan files for credit approval. Prepare and compile loan documentation as required by the SBA to receive approval on loans. Order and review commercial loan documents to ensure proper vesting, legal descriptions, dates, signatures, etc. Order appraisals, environmental reports, floods determinations, title reports, etc., as required. Prepare documentation sheets to ensure files are completed in a timely manner. Act as a closing agent for loans as needed. Follow up to verify accuracy of input as needed.
Maintain a tickler system to follow up on financial information that may be required by the loan agreement, verify accuracy of statements as they are received. Track loan covenants. Prepare letters and memo's as required to customers and the SBA.
Follow up on maintenance of files that property taxes are paid current on assigned commercial RE loans. Assist lender with follow up on insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections etc. Monitor loans serviced to ensure that require changes are made and are accurate
Assist customers and financial center personnel with questions or problems concerning SBA loans.
Assist loan officer if commercial construction project and general loan disbursements by maintaining cost breakdown spreadsheets. Prepare draw request and gather lien waivers. Compile and prepare all required reports for management, audit purposes, and SBA reporting.
Maintain and balance commercial loan holdover accounts on a monthly basis. Work with SBA manager to insure Colson 1502 report is accurate.
Assist in or prepare SBA claim files to be submitted to the SBA Herndon liquidation Center as assigned.
Travel: Overnight travel as necessary
Education & Certifications
Must possess strong organization skills with the ability to multi task while meeting or exceeding critical deadlines in an environment prone to interruptions.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence.
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
Ability to deal with problems involving several concrete variables in standardized situations.
To perform this job successfully, an individual should have knowledge of Vision, Laser Pro, Internet software; Spreadsheet software and Word Processing software.
Compensation & Benefits
Comprehensive employee benefits package, including medical, dental, vision, health and dependent daycare funds, life and disability protection
Paid vacation time, sick time and 10 company paid holidays
401k (with up to 4% match)
About Banner Bank
For more than a century, Banner Bank has played an important part in the history and growth of the communities we serve by delivering competitive financial services to our clients. Today, Banner Bank is a publicly held bank holding company with $10 billion in assets, over 2,000 employees and more than 200 locations, in Washington, Oregon, Idaho, and California. Banner Bank is a super community bank which strives every day to give back to our communities, helping to make them better places in which to work and live.
Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
NOTICE TO RECRUITMENT AGENCIES:
Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Banner Bank employee by a third party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.