SBA Loan Assistant

Job Title

SBA Loan Assistant

SUMMARY This position is responsible for ensuring compliance with Small Business Administrative (SBA) lending requirements by creating a complete Loan Application Package for all SBA loans originated by SBA Lenders.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Provides administrative support to the lending and credit staff, to assist in the completion of loan packages.
• Communicates with applicants, Business Development Officers, Brokers, Sellers, and Accountants to gather necessary documents for SBA underwriting and packaging.
• Reviews all documents received including financial statements and based on the review assesses the need for additional information and additional documents to meet SBA eligibility requirements.
• Ensures electronic files are complete with all documents required to meet SBA requirements for underwriting and packaging for eligibility and completeness.
• Responsible for the accuracy of the loan files, including all packaging documents, satisfaction of credit conditions, and compliance with SBA Lending requirements as stated in the SBA SOP.
• Orders third party reports as necessary, including credit reports, appraisal and environmental reports, and UCC searches.
• Creates the First United Bank Loan Start application for each loan.
• Creates and maintains status reports for management.
• Performs variety of clerical duties requiring knowledge of departmental procedures.
• Answers telephone and written inquiries concerning loan processing and other relevant information.
• Promotes an outstanding customer experience by exemplifying prompt follow‑up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to deliver an outstanding customer experience.

ADDITIONAL DUTIES AND RESONSIBILITIES

• Demonstrates outstanding interpersonal, technical, problem solving, and written communication skills.
• Performs other duties as requested by Executive Management or Supervisor.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

• High School Diploma or GED equivalent.
• College Degree Preferred.
• Some SBA experience and knowledge of SBA SOP requirements is preferred but not required.

Technical/Functional Competencies

• Proficiency in Microsoft Word and Excel.

NOTE:

This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:
Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at  for assistance.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.