SBA Closing Support Specialist

Description

About Us: 

Join Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas. With deep roots in the communities we serve, we pride ourselves on being an employer of destination. At Dogwood, our core values of love and respect shine through in every aspect of our work. We are a dedicated team, committed to making a meaningful impact on the lives of our customers and communities.

Position Summary: 

The SBA Closing Support Specialist is responsible for providing ongoing back-up to the GGL/SBA Team, particularly the SBA Closers. This position improves efficiencies within the SBA loan production life cycle. This role requires developing and maintaining a customer-focused relationship with SBA partners, borrowers, vendors and closing attorneys by exhibiting a high level of collaboration, timely communication and prompt response to inquiries. This position is involved from the credit approval stage through the closing and boarding/booking stage as well as post close audit and servicing of all SBA loans.

Key Responsibilities: 

• Inputs all data entry through LaserPro, ETRAN, Silverlake and other systems.
• Manages an assigned portion of loan pipeline information and progression.
• Insures all loan files are electronically filed and imaged properly per both Bank and SBA requirements, as well as maintaining hard original files in 10 tab format.
• Responsible for booking and post-closing audit and tracking of loan exceptions for each loan file.
• Responsible for coordinating all borrowers and closing attorneys with gathering of all checklist items required for closing.
• Works closely with Accounting to insure G/L entries are reconciled in a timely fashion.
• Responsible for all administrative aspects of Loan Closing and Servicing.
• Maintains funding logs for all Construction and Multi-Funding Loans.
• Adheres specifically to all Bank policies and procedures, Federal and State regulations and laws.
• Performs other duties as required.

Requirements

 General Qualifications: 

• High school diploma or GED equivalent.
• Must be proficient in all Microsoft Office programs and products.
• Must be proficient in all Dogwood State Bank SBA systems after appropriate training.
• Must be well organized, can work with minimal supervision to achieve stated goals and duties.
• Must have effective communication skills, both written and oral.
• Must have the ability to work in a high volume back-room with hard deadlines.
• Strong critical thinking, organization, interpersonal, and multi-tasking skills with an attention-to-detail.
• Ability to work independently, manage changing priorities, meet strict timelines, and interact effectively at all levels.
• Proficiency with Widows PC environment and Microsoft Office suite, with emphasis on Excel.
• Solid project management skills.

Physical Demands

Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must be able to sit, stand, stoop, and bend. A valid driver’s license is required. Must have the ability to work the days and hours required to fulfill the essential functions of the position.

Mental Demands: 

Must be a creative thinker and proactive problem solver with a history of working efficiently and effectively, meeting deadlines and following projects through to completion. Ability to work in a fast pace environment and manage multiple tasks with minimal supervision while delivering the highest level of customer service. Positive attitude and the ability to multi-task and prioritize workload.