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SBA Underwriter -- Remote | WFH

Get It Recruit - Finance
Winter Park, FL Remote Full Time
POSTED ON 8/29/2024 CLOSED ON 9/27/2024

What are the responsibilities and job description for the SBA Underwriter -- Remote | WFH position at Get It Recruit - Finance?

The company, a Florida Benefit Corporation and FDIC insured commercial bank with a commitment to environmental and social causes, is expanding its team. With branches in St. Petersburg, Winter Park, Mount Dora, and a digital branch, we offer a comprehensive range of banking products including personal and business banking and specialized loan products such as solar, residential, commercial, and SBA loans.

About Us

At the company, we are passionate about making a positive impact on our communities and the world. We are seeking dedicated individuals who share our values and want to contribute to our mission.

Position Overview

As an SBA Underwriter, you will play a crucial role in our SBA Lending Division by assessing and documenting credit risks for term loans. You will serve as the primary liaison between our business development officers, borrowers, and the US Small Business Administration.

Responsibilities

  • Evaluate loan applications for small to mid-size commercial businesses and professional practices based on current SBA guidelines.
  • Utilize judgmental analysis to underwrite loans ranging from $200,000 to $5,000,000, including owner-occupied commercial real estate, equipment, business acquisitions, expansions, and debt refinancing.
  • Conduct detailed financial statement analysis, assess business history, collateral adequacy, and management's creditworthiness.
  • Identify and mitigate credit weaknesses and policy exceptions.
  • Manage client relationships and collaborate closely with the sales team.
  • Conduct ongoing portfolio management including annual reviews, credit facility renewals, financial monitoring, and servicing modification requests.

Requirements

  • Strong analytical skills with expertise in structuring SBA loans.
  • Proficiency in real estate loan processes including appraisals, title, and land surveys.
  • Knowledge of SBA loan products and Standard Operating Procedures (SOP).
  • Ability to thrive in a team environment and handle workload pressures independently.
  • Excellent communication skills with clients and stakeholders.
  • Proficiency in MS Office; ability to adapt to new technological systems quickly.

Desired Qualifications

  • Bachelor's degree in accounting, finance, or related field preferred.
  • Formal credit training is a plus.

Physical Demands

  • Combination of standing and sitting; frequent use of PC.

Equal Opportunity Statement

At the company, diversity and inclusion are integral to our values. We are committed to a workforce that represents a variety of backgrounds, perspectives, and skills. We do not discriminate based on protected attributes.

Job Type: Full-time, Remote

Benefits

  • 401(k) with matching
  • Dental and vision insurance
  • Health savings account and life insurance
  • Paid time off, parental leave, and tuition reimbursement

Schedule: 8-hour shifts, Monday to Friday

Education And Experience

  • Bachelor's degree required.
  • 3 years of experience in SBA underwriting preferred.

Work Location: Remote

Employment Type: Full-Time

Salary : $200,000 - $5,000,000

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