Maintain a great attitude and professional disposition with both internal and external parties, especially while handling deadlines, delays, and setbacks.
Complies with and adheres to all regulatory compliance areas, policies and procedures and best practices.
Ensure that all items needed for a loan to be underwritten have been received and placed in the correct location by BDO/BDA.
Review loan submissions for general eligibility of SBA or USDA rules.
Communicate with BDO/BDA about missing items, eligibility items and processes prior to loan being assigned to an underwriter.
Pull business credit reports, MARI reports, UCC filings, flood determinations, etc.
Perform other duties as assigned.
Requirements
Detail oriented and possesses excellent interpersonal, organizational, and communication (verbal and written) skills.
Ability to problem solve and work independently.
Must possess the ability to prioritize and support various activities simultaneously.
Ability to thrive in a deadline-driven environment, including by demonstrating excellent time management, organization, and planning skills.
Strong technical skills
including but not limited to Microsoft Office, internet, and SharePoint/OneDrive.
Adaptability to meet changing department priorities while remaining attentive to daily demands.
Ability to learn quickly, adapt to new processes, and work in a collaborative environment.
Ability to establish and maintain effective work relationships.
Benefits
Medical, dental, vision
401(k) with employer match
Life and long-term disability coverage
HSA and FSA plans
Holidays and paid time off requests
Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)