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SBA Documentation Specialist II 

Category SBA  

Join the IncredibleBank team as a SBA Documentation Specialist II! This position will be responsible for providing a high level of assistance to SBA customers in relation to administrative and documentation preparation as well as post close lending matters. Individuals in this position should possess advanced knowledge of lending principles and experience with SBA lending is preferred. 

Duties and Responsibilities

  • Ensures Bank maintains a sound SBA loan portfolio with respect to compliance with state and federal laws and regulations as well as published SBA SOP.
  • Handles complex issues in regards to SBA post closing and acts as a resource to the team.
  • Handles SBA post close modifications to include collateral swaps, subordinations, and deferrals.
  • Coordinates loan transactions with third parties such as appraiser title companies, real estate agents, etc. on assigned requests.
  • Prepares all loan documentation on assigned loan requests.
  • Follows up with post-closing documentation exceptions (i.e. filed UCC and post-close search, filed mortgages/deeds, life insurance collateral assignments, final title policies or title lien searches, business licenses, etc.).
  • Secures collateral.
  • Configures, images and maintains the loan file.
  • Obtains and maintains required collateral insurance documentation.
  • Completes Adverse Action loan file processing.
  • Assists with department procedures, job aides and forms to improve the process and customer experience.


  • Minimum of 3 years of professional experience in the industry.
  • Prior SBA experience preferred, 1-2 years SBA loan experience desired.

Software Skills

  • Knowledge of core processing systems, Microsoft Office, Windows, Word Processing software; Spreadsheet software, Database software and loan origination software

Oher Desired Qualifications

  • Problem solving skills, communication skills, organizational skills, attention to detail, and resourcefulness.
Location Wausau, WI  
About the Organization We are excited at the prospect of YOU joining our team in delivering the Incredible Customer Experience (I.C.E.) to every customer. We are an Incredible Organization with a passion for our customers and our employees.  
EOE Statement EEO AA Employer: M F Disabled Vet  

This position is currently not accepting applications.

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