SBA Loan Closer

Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.

The Opportunity: We are seeking a full time SBA Loan Closer in Tampa, FL to join our team. This role will prepare SBA forms and loan closing documents for submission to the SBA and ensure compliance with SBA SOP policies. Work with the loan officer, borrower and external parties to successfully process the loan from approval to closing.

What You'll Do:

• Review assigned loan files and obtain required information for closing.
• Input and maintain files in SBA core processing system.
• Review SBA Terms and Conditions for accuracy and SOP compliance; ensure Terms and Conditions correspond with approval documentation.
• Coordinate closing with attorneys, borrowers, etc., understanding each party's responsibility and procedures, inclusive of title insurance (exceptions, endorsements, etc.).
• Participate in loan closing and disburse loan proceeds to comply with SBA SOP.
• Complete initial audit of loan file and coordinate transfer to SBA Loan Operations for booking.
• Maintain knowledge of SBA principles, procedures, compliance requirements and policies.
• Other duties, as assigned.

What You'll Need:

• Bachelor degree in business or finance, or equivalent work experience.
• Three years SBA loan closing experience.
• Three years loan documentation experience.
• Organizational skills with a high level of attention to detail.
• Ability to effectively handle multiple priorities and make decisions under time constraints.
• Proficient in Microsoft Excel, Word and Outlook.
• Excellent interpersonal skills, including effective verbal and written communication.
• Consistent positive, cooperative, self-motivated, courteous and professional attitude.
• Ability to provide superior service and function as a team player.