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Title

SBA Loan Packaging Specialist 

Category SBA  
Description

We know what you're thinking. "What kind of name is IncredibleBank?"

Well, we're glad you asked.

With a name like IncredibleBank, we have a lot to live up to. Our name is a promise we make every day to our customers and to our employees (and hey, that could be you!). A promise that we strive to be incredible in everything we do. A promise that will help our customers, fellow employees, and our communities to do the incredible.

At IncredibleBank, we're all about ICE. What's ICE? ICE stands for Incredible Customer ExperienceTM (that's right - an experience so good and so important we trademarked it). ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking. Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.

So - how can you help us live up to our name?

About the Role

We are eager to discuss the prospect of you joining our team as our next incredible team member! This position works closely with our SBA team members and allows you to grow at your own pace, meaning the opportunities are endless for advancement on our team!

In this role, you will have an opportunity to partner with team members and key stakeholders to provide Incredible Customer Experiences of your own by completing tasks such as:

  • Assists SBA loan officers with reviewing and completing initial loan file set up and performing various tasks as needed to ensure SBA 7(a) loan packages are complete.
  • Ensures effective coordination of the loan file transfer through the loan process, assisting with various duties and responsibilities pre-underwriting and pre-closing.
  • Provides outstanding customer experience to IncredibleBank customers and prospects.
  • Works closely with lender, underwriter, and closer to ensure efficiencies in all loan stages.
  • Orders due diligence reports to include, but not limited to credit bureaus, Lexis Nexis, UCC's, G845 Clearance (INS), CAIVRS, SAMS, OFAC, tax transcripts, appraisals, business valuations, environmental reports, site visits through 3rd party vendors and any other applicable third-party reports. Reports drawn will allow internal partners to determine SBA eligibility and to prepare for loan approvals.

This is a full-time salaried exempt position, averaging approximately 40 hours/week. Schedule may vary by time zone, Monday through Friday.

This position is remote eligible. Individuals may choose to work from a designated home office space or may choose to work onsite at any IncredibleBank branch location in Wisconsin and Michigan.

About You

You do what is right over what is easy. You don't settle for 'good enough.' You're driven to learn and grow. You recognize your impact on the customer experience, regardless of your role.

Those attributes are just a few things our incredible employees have in common.

And, if you are looking for an opportunity to drive efficiency and enjoy working with SBA loans, we'd be so excited to learn a little more about you and your interests in joining the team! Our recommended and preferred qualifications are:

  • Associate's degree and 3-5 years commercial loan experience and/or training; or equivalent combination of education and experience. 1-3 years SBA loan experience and/or training preferred.
  • To perform this job successfully, an individual should have knowledge of Microsoft Office, Windows, word processing software, spreadsheet software, database software, and loan origination software.
  • SBA CAFS (ETRAN) experience preferred.
  • I-lien (Wolters Kluwer) experience preferred.
  • Excellent written and oral communication skills.
  • Ability to work in a fast-paced environment and meet critical timelines.
  • Capability to coordinate multiple and changing tasks/priorities.
  • Strong attention to detail.

About Our Benefits and Compensation

Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we're willing to discuss up front.

And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.

Check out our total rewards package at: https://incrediblebank.mybenefitsapp.com/

About the Company

IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. And we may have strong roots in community banking, but IncredibleBank wasn't awarded as one of America's Most Innovative Banks by the Independent Community Bankers of America for our popcorn Fridays. Though we do love free popcorn...

We strive to stay on the leading edge of banking technology with the goal providing the best, simplest way for our customers across the country to do their banking. But if our customers need us, they can pick up the phone and talk to a real person. And that's what makes us America's first national online community bank. And who doesn't love the idea of a national community?

Today, IncredibleBank is a $1.7 billion-asset institution that has grown to 15 brick-and-mortar locations with customers in all 50 states. But we know that as an employer, it's less about size than it is about culture. That's why we're especially proud to have been certified as a Great Place to Work®.

Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, and/or any other characteristic protected by federal, state, or local laws.

 
Location Remote  
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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