Summary: 

The SBA Post-Closing Coordinator is responsible for phases 2 and 3 of the 3 Phase Review and the verification of executed loan documents that pertain to SBA, USDA, and Conventional loans in the First Bank of the Lake portfolio. This includes a thorough review and completion of a related checklist for all loans to ensure compliance and adherence to USDA/SBA SOP and First Bank of the Lake policies, procedures, and regulatory requirements. The review must identify any documents and/or closing exceptions and work with the Loan Closers and/or attorneys to obtain completion of those exceptions. Knowledge of commercial lending and USDA/SBA lending processes is required to assist in the clearing/verifying of executed closing documents. The SBA Post-Closing Coordinator may also serve as a support role for loan reviews, loan modification, and audits, external and internal.  

The ideal candidate must have extensive Government Guaranteed Lending experience and be able to work in the Greenville, SC office.

Job Requirements: 

• Minimum of 1 year’s experience in the Small Business Administration lending industry.
• Detailed knowledge of the USDA/SBA SOP is required.
• Desire to strengthen your USDA/SBA knowledge and grow your career with the bank.
• Fundamental knowledge of business financial statements and credit factors relating to commercial loans.
• Skilled with Microsoft Word, Excel, Outlook, and related software applications (SBA ETRAN and LaserPro, NCINO, FISERV, and Portal are a plus).
• Excellent verbal and written communication skills.
• Well organized, has the ability to multi-task and has attention to detail.
• Ability to prioritize and work well under pressure.
• Must work in a team environment and adapt to change.
• Must complete all required training, including Bank Secrecy Act/Anti-money Laundering training, suitable to their position within the bank. 

Job Functions:

• Reviews and completes all necessary documentation reviews and checklists for SBA/USDA/Conventional Closing files.
• Ensures satisfaction of all SBA/USDA requirements are met as required by the SBA Authorization and USDA Conditional Commitment.
• Responsible for setting timely exceptions and communicating with the loan closing team on missing post-closing items.
• Generates the 2nd and 3^rd portions of the 3 Phase Review Checklist and sends it to the Closer and Closing Team Lead.
• Work closely with the loan closer and attorney to ensure timely receipt of the 2^nd and 3rd portions of the 3 Phase Review items.
• Ensures all assignments are completed in the time allotted.
• Follow internal audit procedures to ensure files are properly documented.
• Assists with audits as required or assigned.
• Reviewing incoming original loan documents and vaulting and digitizing thereafter.
• Secure vehicle titles in the vault and support closers in a successful vehicle lien placement.
• Support the buy desk department by securing all certificates in the vault. 

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 25 pounds at times. 

Travel as required for in-person meetings and / or training. 

EEO Statement:

We are an equal-opportunity employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, or any other protected category.

All offers of employment shall be subject to the successful completion of all pre-employment screenings, verifications, and processes. Failure to comply with these processes or failure to successfully pass all phases of the pre-employment screening will result in a withdrawal of the employment offer. 

Other Duties:

Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, obligations, and activities may change at any time, with or without notice.