SBA Loan Administrator

Summary

The SBA Loan Administrator will coordinate and guide SBA 7(a) and 504 loan closings for various lending teams, in addition to performing necessary due diligence to ensure adherence to standards and regulatory requirements. This role will also prepare loan documents for SBA loan closings. The ideal candidate will be highly detail oriented with the ability to multi-task, meet competing deadlines and provide excellent client service.

• Process SBA 7(a) and SBA 504 loan files.
• Determine and communicate to prospective borrowers and referral sources the required documentation needed for to begin underwriting a loan package.
• Act as the key point of contact for the client, Banker, Portfolio Manager, and other key individuals involved in the loan process, communicating with the team regularly with status updates.
• Maintain a working knowledge of SBA Loan due diligence, risk management requirements, loan policy and procedure, ensuring at the team is using accurate SBA forms and procedures.
• Coordinate with Certified Development Company (CDC) to obtain 504 loan documents, submit loan packages and communicate the status of the loan.
• Collaborate with lending teams to collect and review information necessary to produce loan documentation.
• Request and review entity documentation, UCC searches, title insurance, flood certificates, etc.
• Produce Laser Pro loan documentation and/or review attorney prepared loan documentation, ensuring it is in accordance with approved credit presentation or request and review attorney prepared documentation.
• Collect and submit executed loan package to Loan Operations for boarding.
• Other duties as assigned.

• Bachelor’s Degree preferred;
  High School Diploma or GED required.
• Minimum of 3-5 years of experience in a loan administration department or as a commercial loan closer is strongly preferred, although a combination of related experience and education may meet requirements.
• Experience with Laser Pro software and attorney prepared loan documentation is preferred.
• Experience with the nCino Loan Origination System is preferred.
• Experience with a broad range of commercial loan products and SBA Lending is preferred.
• Strong written and verbal communication skills.
• A positive and collaborative approach with both peers and management.
• Versatility, flexibility, and a willingness to work on consistently changing priorities with enthusiasm.
• Outstanding people skills – will be frequently working in a time-sensitive environment.
• Excellent data entry and computer skills, including Microsoft Office products (Word, Excel).
• Strong ability to grasp concepts and processes.

Reports to the SBA Operations Manager

This position is required to work from a Fortis Bank office location at least 4 days per week

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at  .

At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions. We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business.

Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.

Fortis is Great Place to Work-Certified ™

Join a team where your expertise and passion can make a meaningful impact. Learn more today at  .