Lead Service Officer, SBA Sales Support
Core
Provides SBA loan sales and service support, managing loan closings, documentation, and problem resolution for borrowers.
Role type
Senior IC commercial lending service officer
Builds
SBA loan closings and funded advances
Domain
Banking / Commercial Lending / SBA
Required skills
SBA lending products knowledge, loan documentation management, commercial lending knowledge, client service, process management, relationship management, attention to detail, problem solving
Preferred skills
Commercial lending experience, SBA SOP knowledge, Salesforce.com proficiency
Technologies
MS Windows/Office, Hogan, SalesForce.com
Responsibilities
Maintain in-depth knowledge of SBA products, discuss client needs with RMs, support loan documentation and closing, take ownership of loan closing process, gather required documents, coordinate with external partners (counsel, title companies), fund loans and manage draws, resolve documentation exceptions, identify process improvements.
Seniority
Mid-level, hands-on IC