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Title

SBA Documentation Specialist II 

Category SBA  
Description

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.

Education/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 At IncredibleBank, we believe in our employees, our customers, and the impact we make in our communities. When your name is Incredible, it's a lot to live up to! And we feel it.

Because of that, we continually look to raise the bar, expect more out of ourselves and each other, break out of "traditional banking," and make our mark in an industry that needs a good shake-up! It's #HowWeIncredible  
EOE Statement IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.  

This position is currently not accepting applications.

To search for an open position, please go to http://IncredibleBank.appone.com



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