Provides maximum administrative support to assigned BLSs to enable them to source more opportunities
Develops and implements effective and efficient processes with each assigned BLS to facilitate pipeline management, application submissions, closings
Develops full understanding of Spark and other internal systems
Performs all data entry functions for loan opportunities in all systems
Works with BLSs, Credit Underwriters and Loan Closers to collect all needed documents and information throughout the loan process
Maintains effective communication with all internal partners, borrowers, referral sources
Reads and understands the SBA Standard Operating Procedures (SOP)
Develops full understanding of Dogwood SBL internal processes and procedures
Develops a full understanding of Dogwood SBL Credit Guidelines
Develops and nurtures effective working relationships with all internal partners
Implements effective time management
Has responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and OFAC to assist in the identification, detection and detriment of money laundering or other unlawful activities
Submits required reports in a timely manner
Performs other duties as assigned
Requirements
Bachelor’s degree in business, finance, or equivalent experience
A minimum of 3+ years’ banking experience or equivalent
Deep knowledge of the SBA’s SOP, and related regulations
Knowledge and ability to use SBA systems are necessary to perform under the bank’s PLP SBA status
Ability to think strategically about staff, competitive position relative to a market, and plan actions accordingly
Knowledge of business development planning and management at an office level
Thorough knowledge of lending policies and procedures
Excellent communication skills
Proficient in computer software, fulfilling the principal responsibilities of the job