SBA Closing Advisor – GGL

This is a fully remote position, open to applicants in United States.

📋 Description

• Deliver exceptional service to clients and prospects both in-person and via phone.

• Address client inquiries and resolve any issues they may encounter.

• Adhere to Bank policies, procedures, relevant laws, and regulatory guidelines.

• Keep up to date with laws, regulations, and procedures pertaining to SBA and USDA lending.

• Provide advice to all parties involved in the loan closing process.

• Review loan approvals and commitment letters while coordinating, preparing, reviewing, and approving due diligence, compliance processes, and closing documentation.

• Make eligibility determinations in accordance with SBA and USDA regulations.

• Prepare SBA Guaranty packages for approval.

• Collaborate with external legal counsel on title insurance, searches, and documentation for loan closing packages.

• Communicate closing requirements and related matters to both internal and external partners.

• Coordinate the execution of loan and transaction documentation.

• Prepare and ensure proper booking of closed loans and initial funding packages.

• Maintain a pipeline of approved loans that are scheduled for closing.

• Manage closing and associated operational workflows.

• Ensure that exceptions are resolved promptly.

• Identify client financial needs and refer them to specialty areas such as Trust, Investments, Insurance, and Treasury Management.

• Support other team members and carry out related duties as assigned.

⛳️ Requirements

• High School Diploma or Equivalent.

• At least 10 years of experience in the financial services sector.

• Familiarity with federal banking regulations and compliance standards.

• Understanding of SBA SOP and processing requirements.

• Knowledge of USDA program parameters.

• Proficient in Microsoft Office (Word, Excel, and PowerPoint) or similar software.

• Outstanding interpersonal skills, including both verbal and written communication.

• Strong analytical and problem-solving capabilities with keen attention to detail.

• Ability to work both independently and collaboratively while prioritizing daily tasks.

• Capacity to thrive in a fast-paced environment and meet strict deadlines while maintaining a high level of accuracy.

• Exceptional client service skills.

• Tact and diplomacy in interactions with clients and team members.

• Ability to perform various physical activities, including prolonged sitting and standing, manual dexterity, visual acuity, repetitive motion, hearing, bending, climbing, balancing, stooping, kneeling, crouching, reaching, walking, pushing, pulling, lifting, and grasping.

🏝️ Benefits

• Equal Opportunity Employer dedicated to creating an inclusive work environment.